 ERMENEGILDO ZEGNA N V ORD SHSZGN |
| 6.69% | 6.03% | $2,191.1万 | 168.3万股 | $1,499.0万 | 143.9万股 | +24.4万股+16.98% | 加仓 |
 WAYFAIRW |
| 6.13% | 5.74% | $2,008.1万 | 21.7万股 | $1,428.2万 | 19.0万股 | +2.7万股+14.42% | 加仓 |
 FLOOR & DECORFND |
| 5.29% | 5.39% | $1,731.4万 | 29.2万股 | $1,341.5万 | 26.4万股 | +2.8万股+10.45% | 加仓 |
| FFIVE BELOWFIVE |
| 5.23% | 5.28% | $1,714.0万 | 9.5万股 | $1,312.5万 | 5.7万股 | +3.8万股+65.95% | 加仓 |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 4.84% | 5.96% | $1,585.6万 | 3.9万股 | $1,483.3万 | 4.6万股 | -6,694股-14.50% | 减仓 |
 MOHAWK INDSMHK |
| 4.18% | 3.05% | $1,367.6万 | 11.3万股 | $757.7万 | 7.7万股 | +3.6万股+46.47% | 加仓 |
 AIRBNB COM CL AABNB |
| 4.11% | 0.65% | $1,347.5万 | 9.4万股 | $161.5万 | 1.3万股 | +8.1万股+636.17% | 加仓 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 4.1% | 4.06% | $1,344.2万 | 47.1万股 | $1,008.9万 | 39.0万股 | +8.1万股+20.69% | 加仓 |
 BURLINGTON STORES COMBURL |
| 4.1% | 4.5% | $1,343.4万 | 4.2万股 | $1,118.1万 | 3.4万股 | +8,042股+23.40% | 加仓 |
 自由媒体FWONK |
| 3.24% | 3.56% | $1,060.9万 | 11.2万股 | $885.0万 | 10.4万股 | +7,409股+7.12% | 加仓 |
 AMER SPORTS INC COM SHSAS |
| 3.23% | 3.19% | $1,057.4万 | 31.2万股 | $793.2万 | 24.1万股 | +7.2万股+29.68% | 加仓 |
| VVICTORIAS SECRETVSXY |
| 2.76% | 0.72% | $904.6万 | 10.8万股 | $178.8万 | 3.9万股 | +7.0万股+180.93% | 加仓 |
 URBAN OUTFITTERSURBN |
| 2.73% | 2.27% | $895.2万 | 12.6万股 | $565.1万 | 8.9万股 | +3.7万股+41.62% | 加仓 |
 WILLIAMS SONOMAWSM |
| 2.7% | 1.96% | $885.9万 | 3.8万股 | $488.3万 | 2.7万股 | +1.1万股+41.92% | 加仓 |
 EAST WEST BANCORPEWBC |
| 2.68% | 1.64% | $878.9万 | 5.8万股 | $407.1万 | 3.8万股 | +1.9万股+50.15% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 2.27% | 3.81% | $743.1万 | 12.8万股 | $946.9万 | 16.4万股 | -3.6万股-21.79% | 减仓 |
 LEGALZOOM COMLZ |
| 2.24% | 2.03% | $735.2万 | 119.9万股 | $504.3万 | 88.9万股 | +31.0万股+34.84% | 加仓 |
 BOOT BARNBOOT |
| 2.22% | 1.67% | $727.4万 | 4.4万股 | $415.0万 | 2.8万股 | +1.6万股+56.16% | 加仓 |
| OONONON |
| 2.16% | — | $707.6万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 星座品牌STZ |
| 1.88% | 3.81% | $616.2万 | 4.4万股 | $948.4万 | 6.3万股 | -1.9万股-29.93% | 减仓 |
 MAPLEBEAR COMCART |
| 1.69% | 1.09% | $554.3万 | 11.7万股 | $270.9万 | 7.2万股 | +4.5万股+61.86% | 加仓 |
 TREXTREX |
| 1.65% | — | $539.8万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
 ADVANCE AUTO PARTSAAP |
| 1.64% | — | $535.9万 | 8.6万股 | $0 | 0股 | +8.6万股 | 新买入 |
 SPHERE ENTERTAINMENTSPHR |
| 1.38% | — | $450.4万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 美高梅MGM |
| 1.35% | — | $443.4万 | 9.3万股 | $0 | 0股 | +9.3万股 | 新买入 |
 亚马逊AMZN |
| 1.28% | 4.14% | $418.9万 | 1.8万股 | $1,030.9万 | 4.9万股 | -3.2万股-64.49% | 减仓 |
| BBRINKER INTLEAT |
| 1.22% | — | $399.2万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| R拉夫劳伦RL |
| 1.13% | 0.78% | $371.5万 | 9,255股 | $193.8万 | 5,634股 | +3,621股+64.27% | 加仓 |
 ATLANTA BRAVESBATRK |
| 1.11% | — | $362.2万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 1.1% | — | $359.9万 | 13.7万股 | $0 | 0股 | +13.7万股 | 新买入 |
 TapestryTPR |
| 1.1% | — | $359.5万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 ROYAL CARIBBEANRCL |
| 1.09% | 2.14% | $355.4万 | 1.1万股 | $532.6万 | 1.9万股 | -8,162股-42.17% | 减仓 |
 HILLMAN SOLUTIONSHLMN |
| 1.06% | — | $346.4万 | 41.0万股 | $0 | 0股 | +41.0万股 | 新买入 |
 麦当劳MCD |
| 1.04% | 1.92% | $341.6万 | 1.3万股 | $477.4万 | 1.5万股 | -2,723股-17.73% | 减仓 |
 PELOTON INTERACTIVEPTON |
| 0.92% | 0.66% | $302.3万 | 51.2万股 | $164.8万 | 38.4万股 | +12.7万股+33.13% | 加仓 |
 VIKING ORD SHSVIK |
| 0.91% | 2.78% | $296.5万 | 2.8万股 | $691.6万 | 9.4万股 | -6.6万股-69.90% | 减仓 |
 LEVI STRAUSS & NEWLEVI |
| 0.88% | — | $288.7万 | 11.6万股 | $0 | 0股 | +11.6万股 | 新买入 |
 MANCHESTER UTD NEWMANU |
| 0.84% | — | $275.9万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
 福克斯FOXA |
| 0.84% | — | $275.5万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 NEXSTAR MEDIANXST |
| 0.84% | 3.37% | $274.0万 | 1.5万股 | $838.3万 | 4.6万股 | -3.1万股-66.90% | 减仓 |
 REDDIT CL ARDDT |
| 0.82% | — | $267.7万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 ROCKET COS COM CL ARKT |
| 0.7% | — | $230.8万 | 14.7万股 | $0 | 0股 | +14.7万股 | 新买入 |
 CHARTER COMMUNICATIONSCHTR |
| 0.59% | — | $193.0万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| BBOBS DISC FURNITUREBOBS |
| 0.57% | 1.77% | $185.7万 | 11.7万股 | $439.2万 | 37.4万股 | -25.6万股-68.59% | 减仓 |
 LENNARLEN |
| 0.55% | 0.64% | $181.2万 | 2.0万股 | $159.3万 | 1.9万股 | +897股+4.64% | 加仓 |
| CCINEMARKCNK |
| 0.53% | — | $174.6万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
| LLEGALZOOM COM INCLZ |
| 0.37% | — | $122.6万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
