| CCONSTELLIUMCSTM |
| 7.19% | 6.65% | $2,087.5万 | 65.5万股 | $2,148.3万 | 87.4万股 | -21.9万股-25.06% | 减仓 |
 SENSIENT TECHNOLOGIESSXT |
| 6.92% | 6.4% | $2,009.6万 | 16.3万股 | $2,067.6万 | 23.9万股 | -7.6万股-31.86% | 减仓 |
 GOLAR LNG LTD SHSGLNG |
| 5.99% | 5.19% | $1,739.4万 | 34.9万股 | $1,677.4万 | 31.0万股 | +3.9万股+12.58% | 加仓 |
 伍德沃德WWD |
| 5.67% | 4.44% | $1,646.5万 | 3.9万股 | $1,435.3万 | 4.0万股 | -1,400股-3.49% | 减仓 |
 CHURCHILL DOWNSCHDN |
| 5.5% | 5.97% | $1,595.6万 | 17.8万股 | $1,931.3万 | 21.5万股 | -3.7万股-17.21% | 减仓 |
| PPRIMO BRANDSPRMB |
| 5.17% | 4.31% | $1,500.6万 | 61.4万股 | $1,394.7万 | 74.1万股 | -12.7万股-17.11% | 减仓 |
 WESCO INTLWCC |
| 4.49% | 5.27% | $1,302.3万 | 3.8万股 | $1,701.9万 | 6.2万股 | -2.5万股-39.39% | 减仓 |
 GFL ENVIRONMENTALGFL |
| 4.25% | — | $1,232.5万 | 33.5万股 | $0 | 0股 | +33.5万股 | 新买入 |
| SSOLSTICE ADVANCED MATLSSOL |
| 4.18% | 3.67% | $1,213.8万 | 13.7万股 | $1,185.8万 | 15.6万股 | -1.9万股-12.01% | 减仓 |
 威瑞信VRSN |
| 4.1% | — | $1,189.9万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 台积电TSM |
| 3.95% | — | $1,146.2万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| LLIONSGATE STUDIOSLION |
| 3.8% | 8.38% | $1,102.3万 | 72.0万股 | $2,707.4万 | 282.3万股 | -210.3万股-74.50% | 减仓 |
 ATLANTA BRAVESBATRK |
| 3.76% | 3.84% | $1,089.9万 | 21.0万股 | $1,242.6万 | 29.1万股 | -8.1万股-27.84% | 减仓 |
 U HAUL HOLDINGSCL |
| 3.68% | 4.01% | $1,067.5万 | 18.5万股 | $1,295.4万 | 29.0万股 | -10.5万股-36.21% | 减仓 |
| JJBS N.VJBS |
| 3.49% | 3.01% | $1,013.2万 | 85.5万股 | $972.7万 | 54.2万股 | +31.3万股+57.87% | 加仓 |
 TJXTJX |
| 3.34% | 3.16% | $969.6万 | 6.4万股 | $1,022.1万 | 6.4万股 | 00.00% | 持仓不变 |
 CLEAN HARBORSCLH |
| 3.16% | 4.1% | $917.2万 | 3.1万股 | $1,324.7万 | 4.6万股 | -1.6万股-33.55% | 减仓 |
| VVSEVSEC |
| 2.94% | — | $854.6万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
 雷神技术RTX |
| 2.74% | 2.16% | $795.0万 | 4.2万股 | $698.3万 | 3.6万股 | +5,700股+15.75% | 加仓 |
 FIRST AMERN FINLFAF |
| 2.65% | — | $768.2万 | 11.2万股 | $0 | 0股 | +11.2万股 | 新买入 |
| BBBB FOODSTBBB |
| 2.42% | — | $702.1万 | 16.9万股 | $0 | 0股 | +16.9万股 | 新买入 |
| VV FVFC |
| 2.31% | — | $670.5万 | 40.2万股 | $0 | 0股 | +40.2万股 | 新买入 |
 CELSIUSCELH |
| 2.29% | 2.3% | $663.2万 | 22.7万股 | $745.1万 | 21.0万股 | +1.7万股+7.86% | 加仓 |
| CCITI TRENDS INC COMCTRN |
| 2.2% | 2.28% | $638.6万 | 11.0万股 | $736.9万 | 17.0万股 | -6.0万股-35.09% | 减仓 |
 AMERICOLD REALTY TRUSTCOLD |
| 1.3% | 1.35% | $377.3万 | 24.0万股 | $437.0万 | 38.1万股 | -14.1万股-37.06% | 减仓 |
 LINEAGELINE |
| 1.3% | 1.35% | $376.3万 | 8.7万股 | $435.7万 | 13.3万股 | -4.6万股-34.59% | 减仓 |
| GGUIDEWIRE SOFTWAREGWRE |
| 1.21% | 1.32% | $350.7万 | 2.9万股 | $426.2万 | 2.9万股 | 00.00% | 持仓不变 |
