 LumentumLITE |
| 23.92% | — | $3,227.1万 | 501.8万股 | $0 | 0股 | +501.8万股 | 新买入 |
| AAdvanced Energy IndustriesAEIS |
| 18.1% | — | $2,441.7万 | 900.0万股 | $0 | 0股 | +900.0万股 | 新买入 |
| MMGP INGREDIENTS NEWMGPI |
| 12.9% | 16.83% | $1,739.6万 | 1,802.7万股 | $1,717.1万 | 1,802.7万股 | 00.00% | 持仓不变 |
| UUPSTARTUPST |
| 6.72% | 8.54% | $905.9万 | 920.6万股 | $871.2万 | 895.6万股 | +25.0万股+2.79% | 加仓 |
| BBlackstone Mortgage Trust, Inc.BXMT |
| 6.57% | 6.95% | $886.3万 | 897.5万股 | $709.3万 | 718.3万股 | +179.2万股+24.95% | 加仓 |
| SStarwood Property Trust, Inc.STWD |
| 5.98% | — | $806.4万 | 800.0万股 | $0 | 0股 | +800.0万股 | 新买入 |
| RREDWOOD TRUSTRWT |
| 5.19% | 3.88% | $699.7万 | 698.8万股 | $396.3万 | 396.3万股 | +302.5万股+76.33% | 加仓 |
| SSHIFT4 PMTS |
| 5.07% | — | $683.5万 | 726.0万股 | $0 | 0股 | +726.0万股 | 新买入 |
| MMarriott Vacations Worldwide CorpVAC |
| 3.98% | 5.19% | $537.0万 | 555.6万股 | $529.2万 | 555.6万股 | 00.00% | 持仓不变 |
| TTELADOC HEALTHTDOC |
| 3.5% | 4.59% | $472.2万 | 493.2万股 | $467.8万 | 493.2万股 | 00.00% | 持仓不变 |
| ZZIFF DAVISZD |
| 1.94% | 2.55% | $262.2万 | 267.7万股 | $260.2万 | 267.7万股 | 00.00% | 持仓不变 |
| UUpworkUPWK |
| 1.9% | 2.49% | $256.8万 | 261.0万股 | $253.9万 | 261.0万股 | 00.00% | 持仓不变 |
| SSea(冬海集团)SFTI |
| 1.83% | — | $247.4万 | 250.0万股 | $0 | 0股 | +250.0万股 | 新买入 |
| RRedfin |
| 1.48% | — | $199.6万 | 208.5万股 | $0 | 0股 | +208.5万股 | 新买入 |
| PPEBBLEBROOK HOTEL TR |
| 0.4% | 0.08% | $54.3万 | 54.8万股 | $8.2万 | 8.4万股 | +46.4万股+552.38% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 0.33% | — | $44.2万 | 7,260股 | $0 | 0股 | +7,260股 | 新买入 |
 AFFIRMAFRM |
| 0.14% | 0.18% | $18.9万 | 19.2万股 | $18.6万 | 19.2万股 | 00.00% | 持仓不变 |
| WWAYFAIRW |
| 0.02% | 0.03% | $3.3万 | 3.4万股 | $3.2万 | 3.4万股 | 00.00% | 持仓不变 |
| GGREEN PLAINSGPRE |
| 0.02% | — | $2.5万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
