| CCRHCRH |
| 5.96% | — | $181.8万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 雷诺士LII |
| 5.21% | 4.04% | $158.8万 | 4,241股 | $147.6万 | 4,526股 | -285股-6.30% | 减仓 |
 帕卡PCAR |
| 5.17% | 4.35% | $157.6万 | 1.9万股 | $158.8万 | 1.9万股 | -446股-2.35% | 减仓 |
 霍尼韦尔HON |
| 5.07% | 2.85% | $154.8万 | 8,379股 | $104.0万 | 5,012股 | +3,367股+67.18% | 加仓 |
 AMETEK COMAME |
| 4.84% | 3.56% | $147.6万 | 9,990股 | $129.8万 | 8,019股 | +1,971股+24.58% | 加仓 |
 滨特尔PNR |
| 4.42% | 3.48% | $134.7万 | 2.1万股 | $127.0万 | 2.0万股 | +1,151股+5.86% | 加仓 |
 INGERSOLL RAND COMIR |
| 4.37% | 4.11% | $133.3万 | 2.1万股 | $149.9万 | 2.3万股 | -2,017股-8.80% | 减仓 |
 派克汉尼汾PH |
| 4.35% | 3.52% | $132.8万 | 3,409股 | $128.6万 | 3,298股 | +111股+3.37% | 加仓 |
 XPOXPO |
| 4.28% | 2.07% | $130.6万 | 1.7万股 | $75.4万 | 1.3万股 | +4,705股+36.80% | 加仓 |
 FORTIVE COMFTV |
| 3.62% | 2.88% | $110.6万 | 1.5万股 | $105.0万 | 1.4万股 | +859股+6.11% | 加仓 |
| AAPTIVAPTV |
| 3.57% | 2.05% | $108.9万 | 1.1万股 | $74.7万 | 7,321股 | +3,722股+50.84% | 加仓 |
 L3哈里斯LHX |
| 3.53% | 2.86% | $107.6万 | 6,180股 | $104.5万 | 5,337股 | +843股+15.80% | 加仓 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 3.47% | 2.94% | $105.8万 | 2.1万股 | $107.2万 | 1.9万股 | +1,807股+9.36% | 加仓 |
 联合太平洋铁路UNP |
| 3.46% | 2.06% | $105.6万 | 5,184股 | $75.3万 | 3,678股 | +1,506股+40.95% | 加仓 |
 VISTEONVC |
| 3.42% | 3.87% | $104.2万 | 7,546股 | $141.1万 | 9,826股 | -2,280股-23.20% | 减仓 |
 AUTOLIVALV |
| 2.63% | 2.18% | $80.1万 | 8,301股 | $79.7万 | 9,374股 | -1,073股-11.45% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 2.5% | 2.9% | $76.3万 | 1.6万股 | $105.9万 | 2.1万股 | -4,887股-22.86% | 减仓 |
 TransDigmTDG |
| 2.48% | 2.97% | $75.7万 | 898股 | $108.4万 | 1,212股 | -314股-25.91% | 减仓 |
 宣伟SHW |
| 1.99% | 4.4% | $60.7万 | 2,380股 | $160.7万 | 6,053股 | -3,673股-60.68% | 减仓 |
 GOODYEAR TIRE & RUBRGT |
| 1.85% | 1.6% | $56.4万 | 4.5万股 | $58.5万 | 4.3万股 | +2,666股+6.24% | 加仓 |
 TECK RESOURCESTECK |
| 1.83% | 1.61% | $55.8万 | 1.3万股 | $58.8万 | 1.4万股 | -1,021股-7.31% | 减仓 |
 FLOWSERVEFLS |
| 1.76% | — | $53.7万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 高露洁CL |
| 1.75% | 1.39% | $53.5万 | 7,527股 | $50.6万 | 6,571股 | +956股+14.55% | 加仓 |
 VertivVRT |
| 1.71% | 1.57% | $52.1万 | 1.4万股 | $57.3万 | 2.3万股 | -9,110股-39.40% | 减仓 |
 CSX铁路CSX |
| 1.68% | — | $51.3万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 OWENS CORNING NEW COMOC |
| 1.68% | 3.52% | $51.2万 | 3,751股 | $128.4万 | 9,839股 | -6,088股-61.88% | 减仓 |
 杜邦DD |
| 1.6% | — | $48.7万 | 6,527股 | $0 | 0股 | +6,527股 | 新买入 |
 西方石油OXY |
| 1% | — | $30.6万 | 4,717股 | $0 | 0股 | +4,717股 | 新买入 |
 CF INDSCF |
| 0.96% | 0.69% | $29.4万 | 3,431股 | $25.1万 | 3,615股 | -184股-5.09% | 减仓 |
 国际纸业IP |
| 0.91% | — | $27.8万 | 7,845股 | $0 | 0股 | +7,845股 | 新买入 |
 切尼尔能源LNG |
| 0.91% | 1.42% | $27.7万 | 1,671股 | $51.8万 | 3,397股 | -1,726股-50.81% | 减仓 |
 AMD超威AMD |
| 0.86% | 0.7% | $26.4万 | 2,564股 | $25.5万 | 2,238股 | +326股+14.57% | 加仓 |
 耐克NKE |
| 0.86% | — | $26.4万 | 2,757股 | $0 | 0股 | +2,757股 | 新买入 |
 台积电TSM |
| 0.86% | 1.38% | $26.2万 | 3,016股 | $50.4万 | 4,995股 | -1,979股-39.62% | 减仓 |
 自由港麦克莫兰FCX |
| 0.85% | 2.11% | $25.9万 | 6,952股 | $77.0万 | 1.9万股 | -1.2万股-63.91% | 减仓 |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 0.85% | 0.69% | $25.8万 | 3,783股 | $25.1万 | 3,159股 | +624股+19.75% | 加仓 |
| CCACI国际CACI |
| 0.84% | 1.46% | $25.7万 | 820股 | $53.3万 | 1,564股 | -744股-47.57% | 减仓 |
 PALO ALTOPANW |
| 0.82% | — | $25.2万 | 1,073股 | $0 | 0股 | +1,073股 | 新买入 |
 甲骨文ORCL |
| 0.82% | 0.4% | $24.9万 | 2,352股 | $14.8万 | 1,240股 | +1,112股+89.68% | 加仓 |
 微软MSFT |
| 0.79% | — | $24.2万 | 767股 | $0 | 0股 | +767股 | 新买入 |
 雅保ALB |
| 0.46% | 0.73% | $14.1万 | 827股 | $26.5万 | 1,190股 | -363股-30.50% | 减仓 |
