| OONTO INNOVATIONONTO |
| 9.96% | 10.1% | $4,323.9万 | 11.4万股 | $3,963.0万 | 19.3万股 | -7.9万股-40.88% | 减仓 |
 POLARISPII |
| 8.34% | 6.64% | $3,621.1万 | 52.9万股 | $2,604.4万 | 47.8万股 | +5.1万股+10.72% | 加仓 |
| MMKSMKSI |
| 6.41% | 5.01% | $2,780.0万 | 6.3万股 | $1,964.9万 | 8.6万股 | -2.3万股-26.90% | 减仓 |
 BRUNSWICKBC |
| 5.57% | 6.49% | $2,418.8万 | 28.7万股 | $2,544.9万 | 35.0万股 | -6.3万股-17.91% | 减仓 |
| KKULICKE & SOFFA INDSKLIC |
| 5.57% | 5.31% | $2,418.8万 | 18.1万股 | $2,082.6万 | 31.7万股 | -13.6万股-42.94% | 减仓 |
 ORION S.A. COMOEC |
| 5.17% | 5.91% | $2,244.1万 | 338.5万股 | $2,318.7万 | 356.7万股 | -18.3万股-5.12% | 减仓 |
 LumentumLITE |
| 5.16% | 6.31% | $2,241.5万 | 2.6万股 | $2,475.3万 | 3.5万股 | -9,100股-25.84% | 减仓 |
| UULTRA CLEANUCTT |
| 5.11% | 6.66% | $2,219.5万 | 15.6万股 | $2,611.9万 | 42.0万股 | -26.4万股-62.94% | 减仓 |
| PPDF SOLUTIONSPDFS |
| 5.02% | 5.2% | $2,179.5万 | 30.8万股 | $2,039.0万 | 62.3万股 | -31.5万股-50.61% | 减仓 |
| BBoxBOX |
| 4.57% | 3.84% | $1,985.3万 | 74.8万股 | $1,508.3万 | 63.8万股 | +11.0万股+17.24% | 加仓 |
 VERTEXVERX |
| 4.34% | 3.62% | $1,883.7万 | 164.1万股 | $1,421.7万 | 119.6万股 | +44.5万股+37.23% | 加仓 |
| RRXORXO |
| 4.21% | 3.92% | $1,827.9万 | 66.3万股 | $1,538.8万 | 105.3万股 | -39.0万股-37.05% | 减仓 |
 MASTERCRAFT BOAT HLDGS INC COMMCFT |
| 4% | 3.62% | $1,735.8万 | 67.2万股 | $1,419.9万 | 69.2万股 | -2.0万股-2.89% | 减仓 |
| TTTM TECHNOLOGIESTTMI |
| 3.99% | 3.14% | $1,732.5万 | 9.3万股 | $1,233.7万 | 12.7万股 | -3.4万股-26.85% | 减仓 |
 CALIXCALX |
| 3.4% | 4.25% | $1,474.7万 | 39.5万股 | $1,666.5万 | 34.0万股 | +5.5万股+16.17% | 加仓 |
| WWEAVE COMMUNICATIONS INC COMWEAV |
| 2.79% | 2.17% | $1,212.1万 | 202.4万股 | $850.1万 | 184.0万股 | +18.4万股+9.97% | 加仓 |
| AADTRANADTN |
| 2.73% | 5.67% | $1,183.6万 | 85.2万股 | $2,226.0万 | 176.9万股 | -91.8万股-51.88% | 减仓 |
| CCOMMERCE.COM INC COM SER 1CMRC |
| 2.14% | 2.67% | $930.3万 | 314.3万股 | $1,048.5万 | 392.7万股 | -78.4万股-19.97% | 减仓 |
| GGENTHERMTHRM |
| 1.8% | 1.13% | $781.0万 | 22.9万股 | $441.6万 | 15.9万股 | +7.0万股+44.03% | 加仓 |
 DINE BRANDS GLOBAL INC COMDIN |
| 1.37% | 1.62% | $594.6万 | 16.6万股 | $635.7万 | 24.2万股 | -7.7万股-31.63% | 减仓 |
| CCALLAWAY GOLFCALY |
| 1.29% | — | $560.5万 | 29.8万股 | $0 | 0股 | +29.8万股 | 新买入 |
 OXFORD INDSOXM |
| 1.24% | 0.21% | $538.4万 | 15.4万股 | $81.2万 | 2.1万股 | +13.3万股+631.84% | 加仓 |
 ZUMIEZ INC COMZUMZ |
| 1.19% | 1.63% | $514.6万 | 28.9万股 | $640.7万 | 28.9万股 | 00.00% | 持仓不变 |
| NNLIGHTLASR |
| 1.15% | 1.28% | $497.4万 | 7.1万股 | $503.6万 | 8.8万股 | -1.7万股-19.10% | 减仓 |
| VVIAVI SOLUTIONSVIAV |
| 1.06% | 1.11% | $460.1万 | 9.6万股 | $437.1万 | 13.1万股 | -3.5万股-26.65% | 减仓 |
| FFABRINETFN |
| 0.98% | 1.01% | $425.5万 | 7,570股 | $394.8万 | 7,570股 | 00.00% | 持仓不变 |
| AABERCROMBIE & FITCHANF |
| 0.92% | 1.5% | $398.8万 | 4.4万股 | $587.6万 | 6.4万股 | -2.0万股-31.10% | 减仓 |
 EVERQUOTEEVER |
| 0.49% | — | $214.1万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
