| DDeckersSGVT |
| 11.09% | 10.05% | $2,644.7万 | 6.6万股 | $2,644.7万 | 6.6万股 | 00.00% | 持仓不变 |
| VVALVOLINE COMVVV |
| 8.28% | 7.51% | $1,975.3万 | 60.5万股 | $1,975.3万 | 60.5万股 | 00.00% | 持仓不变 |
 CROCSCROX |
| 7.73% | 7% | $1,843.3万 | 17.0万股 | $1,843.3万 | 17.0万股 | 00.00% | 持仓不变 |
 DRIVEN BRANDSDRVN |
| 7.5% | 6.79% | $1,787.6万 | 65.5万股 | $1,787.6万 | 65.5万股 | 00.00% | 持仓不变 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 6.04% | 5.47% | $1,440.8万 | 42.0万股 | $1,440.8万 | 42.0万股 | 00.00% | 持仓不变 |
 FERRARI COMRACE |
| 5.84% | 5.29% | $1,392.4万 | 6.5万股 | $1,392.4万 | 6.5万股 | 00.00% | 持仓不变 |
 PLANET FITNESS MASTER ISSUERPLNT |
| 5.78% | 5.24% | $1,379.0万 | 17.5万股 | $1,379.0万 | 17.5万股 | 00.00% | 持仓不变 |
 UNITED PARKS & RESORTSPRKS |
| 4.49% | 4.07% | $1,070.2万 | 20.0万股 | $1,070.2万 | 20.0万股 | 00.00% | 持仓不变 |
| BBELLRING BRANDSBRBR |
| 4.39% | 3.97% | $1,046.1万 | 40.8万股 | $1,046.1万 | 40.8万股 | 00.00% | 持仓不变 |
 ONESPAWORLD LIMITEDOSW |
| 4.24% | 3.85% | $1,012.0万 | 108.5万股 | $1,012.0万 | 108.5万股 | 00.00% | 持仓不变 |
 ROSS STORES COMROST |
| 4.14% | 3.75% | $986.6万 | 8.5万股 | $986.6万 | 8.5万股 | 00.00% | 持仓不变 |
 TARGET COMTGT |
| 4.06% | 3.68% | $968.8万 | 6.5万股 | $968.8万 | 6.5万股 | 00.00% | 持仓不变 |
 达登饭店DRI |
| 3.77% | 3.42% | $899.1万 | 6.5万股 | $899.1万 | 6.5万股 | 00.00% | 持仓不变 |
| HHIBBETT INC |
| 3.72% | 3.37% | $886.9万 | 13.0万股 | $886.9万 | 13.0万股 | 00.00% | 持仓不变 |
 希尔顿HLT |
| 3.71% | 3.36% | $884.5万 | 7.0万股 | $884.5万 | 7.0万股 | 00.00% | 持仓不变 |
 露露乐蒙LULU |
| 3.36% | 3.04% | $801.0万 | 2.5万股 | $801.0万 | 2.5万股 | 00.00% | 持仓不变 |
 LAS VEGAS SANDS COMLVS |
| 3.02% | 8.11% | $721.1万 | 15.0万股 | $2,134.8万 | 44.4万股 | -29.4万股-66.22% | 减仓 |
 WENDYSWEN |
| 2.37% | 2.15% | $565.8万 | 25.0万股 | $565.8万 | 25.0万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 2.27% | 2.06% | $541.5万 | 4.5万股 | $541.5万 | 4.5万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 1.27% | 5.19% | $302.4万 | 3.6万股 | $1,365.0万 | 16.3万股 | -12.7万股-77.85% | 减仓 |
| SSOHO HOUSE & CO INC COM CL A |
| 1.23% | 1.12% | $293.7万 | 78.5万股 | $293.7万 | 78.5万股 | 00.00% | 持仓不变 |
 FLOOR & DECORFND |
| 1.02% | 0.93% | $243.7万 | 3.5万股 | $243.7万 | 3.5万股 | 00.00% | 持仓不变 |
| BBRAGG GAMING GROUP INCBRAG |
| 0.46% | 0.42% | $109.6万 | 28.2万股 | $109.6万 | 28.2万股 | 00.00% | 持仓不变 |
| FFARFETCH LTD |
| 0.2% | 0.18% | $47.3万 | 10.0万股 | $47.3万 | 10.0万股 | 00.00% | 持仓不变 |
