 FERRARI COMRACE |
| 22.75% | 10.05% | $2,461.0万 | 11.5万股 | $2,603.1万 | 14.1万股 | -2.6万股-18.36% | 减仓 |
 DOLLAR GEN NEWDG |
| 20.07% | 8.27% | $2,170.4万 | 8.8万股 | $2,142.8万 | 8.9万股 | -1,194股-1.34% | 减仓 |
| CCOUPA SOFTWARE INC |
| 9.3% | 6.36% | $1,006.2万 | 12.7万股 | $1,646.9万 | 28.0万股 | -15.3万股-54.62% | 减仓 |
 PLANET FITNESS MASTER ISSUERPLNT |
| 9.25% | 8.86% | $1,000.6万 | 12.7万股 | $2,295.9万 | 39.8万股 | -27.1万股-68.11% | 减仓 |
| LLAMB WESTONLW |
| 8.45% | — | $914.3万 | 10.2万股 | $0 | 0股 | +10.2万股 | 新买入 |
 ETSY COMETSY |
| 5.26% | 7.53% | $569.3万 | 4.8万股 | $1,951.2万 | 19.5万股 | -14.7万股-75.61% | 减仓 |
 ChipotleCMG |
| 4.78% | 13.9% | $516.7万 | 3,724股 | $3,601.2万 | 2.4万股 | -2.0万股-84.46% | 减仓 |
 达美乐披萨DPZ |
| 3.23% | — | $349.0万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 Live NationLYV |
| 2.92% | 7.75% | $315.9万 | 4.5万股 | $2,006.9万 | 26.4万股 | -21.9万股-82.84% | 减仓 |
 沃尔玛WMT |
| 2.88% | — | $311.1万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| NNEW RELIC INCNEWREUR |
| 2.65% | 4.11% | $286.2万 | 5.1万股 | $1,064.6万 | 18.6万股 | -13.5万股-72.68% | 减仓 |
| AALTERYX INCAYXEUR |
| 2.61% | 6.62% | $282.7万 | 5.6万股 | $1,715.1万 | 30.7万股 | -25.1万股-81.83% | 减仓 |
 ServiceNowNOW |
| 2.6% | 8.3% | $280.8万 | 7,233股 | $2,150.3万 | 5.7万股 | -5.0万股-87.30% | 减仓 |
 NETFLIXNFLX |
| 1.32% | — | $142.8万 | 4,842股 | $0 | 0股 | +4,842股 | 新买入 |
 YUM BRANDS COMYUM |
| 1.28% | — | $138.9万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 GROCERY OUTLETGO |
| 0.65% | — | $70.2万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
