| MMKSMKSI |
| 11.91% | 9.13% | $7,092.4万 | 15.9万股 | $5,631.5万 | 24.5万股 | -8.6万股-34.93% | 减仓 |
 西屋制动WAB |
| 10.27% | 9.36% | $6,117.3万 | 22.7万股 | $5,770.5万 | 23.1万股 | -4,000股-1.73% | 减仓 |
 EMCOREME |
| 9.89% | 8.5% | $5,893.8万 | 7.1万股 | $5,243.5万 | 7.1万股 | 00.00% | 持仓不变 |
| MMATADOR RESMTDR |
| 6.97% | 8.55% | $4,153.2万 | 83.4万股 | $5,271.1万 | 83.4万股 | 00.00% | 持仓不变 |
| PPRIMORIS SVCSPRIM |
| 6.65% | 9.26% | $3,959.3万 | 39.9万股 | $5,713.6万 | 39.9万股 | 00.00% | 持仓不变 |
| RROLLINS COMROL |
| 6.59% | 8.09% | $3,928.4万 | 94.1万股 | $4,989.4万 | 93.4万股 | +7,000股+0.75% | 加仓 |
 埃克森美孚XOM |
| 6.57% | 7.87% | $3,913.3万 | 28.6万股 | $4,856.1万 | 28.6万股 | 00.00% | 持仓不变 |
| OONTO INNOVATIONONTO |
| 6.49% | 4.97% | $3,866.0万 | 10.2万股 | $3,063.3万 | 14.9万股 | -4.7万股-31.61% | 减仓 |
 APPLIED INDL TECHNOLOGIES INAIT |
| 5.26% | 3.99% | $3,134.6万 | 9.3万股 | $2,459.4万 | 9.3万股 | 00.00% | 持仓不变 |
| TTETRA TECH NEWTTEK |
| 4.4% | 4.43% | $2,621.3万 | 90.7万股 | $2,732.9万 | 90.7万股 | 00.00% | 持仓不变 |
| VVALMONT INDSVMI |
| 3.2% | 2.14% | $1,906.1万 | 3.3万股 | $1,318.6万 | 3.3万股 | 00.00% | 持仓不变 |
 ACI WORLDWIDEACIW |
| 3.05% | 2.4% | $1,815.0万 | 36.1万股 | $1,480.1万 | 36.1万股 | 00.00% | 持仓不变 |
 EURONET WORLDWIDEEEFT |
| 2.95% | 2.59% | $1,759.6万 | 24.0万股 | $1,595.6万 | 24.0万股 | 00.00% | 持仓不变 |
 GLOBAL PMTS COMGPN |
| 2.78% | 2.35% | $1,657.4万 | 22.8万股 | $1,449.7万 | 21.5万股 | +1.3万股+6.03% | 加仓 |
 EOG资源EOG |
| 2.69% | 2.89% | $1,602.2万 | 12.4万股 | $1,785.4万 | 12.4万股 | 00.00% | 持仓不变 |
 THOR INDSTHO |
| 2.28% | 2.34% | $1,356.5万 | 18.0万股 | $1,441.9万 | 18.0万股 | 00.00% | 持仓不变 |
 AECOMACM |
| 1.81% | 1.13% | $1,078.8万 | 15.5万股 | $695.5万 | 8.2万股 | +7.3万股+88.48% | 加仓 |
| AAMDOCS SHSDOX |
| 1.62% | 1.51% | $966.5万 | 19.1万股 | $931.1万 | 14.3万股 | +4.9万股+34.03% | 加仓 |
 CADENCE DESIGN SYSTEM COMAYI |
| 1.33% | 0.95% | $791.0万 | 2.1万股 | $588.4万 | 2.1万股 | 00.00% | 持仓不变 |
 富达·NATL INFORMATION SVCS COMFIS |
| 1.28% | 1.32% | $763.5万 | 19.6万股 | $815.3万 | 17.4万股 | +2.3万股+12.98% | 加仓 |
 VISTEONVC |
| 0.94% | 0.85% | $560.5万 | 5.7万股 | $523.9万 | 5.8万股 | -1,000股-1.74% | 减仓 |
| KKORN FERRYKFY |
| 0.65% | 0.6% | $389.5万 | 5.9万股 | $368.3万 | 5.9万股 | 00.00% | 持仓不变 |
 ALAMOALG |
| 0.41% | 0.4% | $246.7万 | 1.5万股 | $247.5万 | 1.5万股 | 00.00% | 持仓不变 |
| TTPI COMPOSITES INC |
| <0.01% | — | $2,617 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
