| CCOMFORT SYS USAFIX |
| 10.88% | 11.9% | $1,982.0万 | 1.0万股 | $1,792.6万 | 1.3万股 | -3,000股-23.08% | 减仓 |
| SSTERLING INFRASTRUCTURESTRL |
| 9.22% | 5.41% | $1,678.7万 | 2.0万股 | $814.5万 | 2.0万股 | 00.00% | 持仓不变 |
 泛林集团LRCX |
| 8.33% | 7.09% | $1,516.7万 | 3.5万股 | $1,068.3万 | 5.0万股 | -1.5万股-30.00% | 减仓 |
 英伟达NVDA |
| 6.59% | 6.95% | $1,200.5万 | 6.0万股 | $1,046.4万 | 6.0万股 | 00.00% | 持仓不变 |
| NNWPX INFRASTRUCTURE COMNWPX |
| 5.76% | 3.88% | $1,049.6万 | 7.0万股 | $583.9万 | 7.5万股 | -5,000股-6.67% | 减仓 |
 FIRSTCASHFCFS |
| 4.75% | 4.99% | $865.3万 | 4.0万股 | $752.0万 | 4.0万股 | 00.00% | 持仓不变 |
| AARCHROCK COMAROC |
| 4.47% | 4.62% | $814.2万 | 20.0万股 | $696.0万 | 20.0万股 | 00.00% | 持仓不变 |
 ENOVA INTLENVA |
| 3.3% | 2.25% | $601.8万 | 2.5万股 | $339.5万 | 2.5万股 | 00.00% | 持仓不变 |
 ROSS STORES COMROST |
| 3.04% | 3.74% | $553.4万 | 2.6万股 | $563.2万 | 2.6万股 | 00.00% | 持仓不变 |
 GRAND CANYON EDLOPE |
| 2.75% | 5.08% | $500.9万 | 3.5万股 | $765.1万 | 4.5万股 | -1.0万股-22.22% | 减仓 |
| TTERADYNETER |
| 2.66% | 1.97% | $483.8万 | 1.0万股 | $296.4万 | 1.0万股 | 00.00% | 持仓不变 |
| KKODIAK GAS SVCSKGS |
| 2.48% | 1.94% | $450.8万 | 6.0万股 | $291.6万 | 5.0万股 | +1.0万股+20.00% | 加仓 |
 戴蒙德能源FANG |
| 2.41% | 3.28% | $439.5万 | 2.5万股 | $494.4万 | 2.5万股 | 00.00% | 持仓不变 |
 LAUREATE EDLAUR |
| 1.99% | 2.31% | $363.2万 | 10.0万股 | $348.4万 | 10.0万股 | 00.00% | 持仓不变 |
| TTETRA TECH NEWTTEK |
| 1.98% | 2.5% | $361.1万 | 12.5万股 | $376.5万 | 12.5万股 | 00.00% | 持仓不变 |
| EEZCORPEZPW |
| 1.9% | 1.68% | $345.7万 | 10.0万股 | $253.8万 | 10.0万股 | 00.00% | 持仓不变 |
| NNATURAL GAS SVCS GROUP INC COMNGS |
| 1.9% | 2% | $345.1万 | 8.0万股 | $301.9万 | 8.0万股 | 00.00% | 持仓不变 |
| AAMERICAN PUB EDAPEI |
| 1.77% | 1.89% | $322.2万 | 6.0万股 | $284.4万 | 5.0万股 | +1.0万股+20.00% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 1.74% | 1.7% | $316.5万 | 2.0万股 | $255.4万 | 2.0万股 | 00.00% | 持仓不变 |
| AAZZAZZ |
| 1.7% | — | $310.1万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 CAVCO INDS DELCVCO |
| 1.69% | 1.61% | $307.2万 | 5,000股 | $242.1万 | 5,000股 | 00.00% | 持仓不变 |
| BBUILD-A-BEAR WORKSHOP INC COMBBW |
| 1.68% | 2.49% | $306.1万 | 10.0万股 | $374.5万 | 10.0万股 | 00.00% | 持仓不变 |
| PPDF SOLUTIONSPDFS |
| 1.55% | 0.54% | $283.2万 | 4.0万股 | $81.7万 | 2.5万股 | +1.5万股+60.00% | 加仓 |
 VITESSE ENERGYVTS |
| 1.3% | — | $236.6万 | 15.0万股 | $0 | 0股 | +15.0万股 | 新买入 |
 BARRETT BUSINESS SVCSBBSI |
| 1.17% | 1.16% | $213.1万 | 6.0万股 | $175.0万 | 6.0万股 | 00.00% | 持仓不变 |
| HHASBROHAS |
| 1.13% | 1.55% | $206.5万 | 2.5万股 | $234.0万 | 2.5万股 | 00.00% | 持仓不变 |
 FEDERAL SIGNALFSS |
| 1.06% | 1.08% | $192.7万 | 1.5万股 | $162.2万 | 1.5万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 1.05% | 1.57% | $190.6万 | 1.4万股 | $236.5万 | 1.4万股 | 00.00% | 持仓不变 |
| PPERMIAN RESOURCESPR |
| 1.01% | 1.42% | $184.1万 | 10.0万股 | $213.2万 | 10.0万股 | 00.00% | 持仓不变 |
 GREENBRIER COSGBX |
| 0.94% | 1.57% | $171.5万 | 3.5万股 | $236.9万 | 4.5万股 | -1.0万股-22.22% | 减仓 |
| GGREEN BRICK PARTNERSGRBK |
| 0.88% | 1.92% | $160.1万 | 2.0万股 | $290.0万 | 4.5万股 | -2.5万股-55.56% | 减仓 |
 NPK INTERNATIONALNPKI |
| 0.87% | 0.96% | $159.1万 | 10.0万股 | $144.9万 | 10.0万股 | 00.00% | 持仓不变 |
 仲量联行JLL |
| 0.85% | 1.01% | $155.0万 | 5,000股 | $152.1万 | 5,000股 | 00.00% | 持仓不变 |
| NNVRNVR |
| 0.75% | 1.75% | $136.3万 | 200股 | $263.5万 | 400股 | -200股-50.00% | 减仓 |
| LLIBERTY ENERGYLBRT |
| 0.72% | 1.91% | $131.0万 | 5.0万股 | $288.0万 | 10.0万股 | -5.0万股-50.00% | 减仓 |
 TURNING PT BRANDSTPB |
| 0.7% | 0.86% | $127.2万 | 1.5万股 | $130.1万 | 1.5万股 | 00.00% | 持仓不变 |
| TTSS INC DEL COMTSSI |
| 0.68% | — | $123.0万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
| CCOVISTACVSA |
| 0.55% | 0.61% | $99.7万 | 8,000股 | $92.2万 | 8,000股 | 00.00% | 持仓不变 |
 LENNARLEN |
| 0.49% | 0.55% | $89.5万 | 1.0万股 | $82.3万 | 1.0万股 | 00.00% | 持仓不变 |
| SSTRATUS PPTYS INC COM NEWSTRS |
| 0.43% | 0.25% | $78.6万 | 2.7万股 | $37.7万 | 1.2万股 | +1.5万股+121.40% | 加仓 |
 PURE CYCLE CORP COM NEWPCYO |
| 0.41% | — | $75.0万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
| AAYTU BIOPHARMA INCAYTU |
| 0.24% | 0.26% | $43.0万 | 20.0万股 | $39.5万 | 14.5万股 | +5.5万股+37.93% | 加仓 |
| FFOSSILFOSL |
| 0.23% | — | $41.4万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
