| MMASTECMTZ |
| 22.9% | 24.77% | $8.97亿 | 215.5万股 | $6.93亿 | 215.5万股 | 00.00% | 持仓不变 |
 FIRST SOLAR COMFSLR |
| 15.84% | 15.35% | $6.20亿 | 262.8万股 | $4.30亿 | 217.8万股 | +45.1万股+20.69% | 加仓 |
| DDYCOM INDSDY |
| 13.04% | 12.22% | $5.11亿 | 101.0万股 | $3.42亿 | 101.0万股 | 00.00% | 持仓不变 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 5.93% | 2.84% | $2.32亿 | 310.0万股 | $7,946.5万 | 230.0万股 | +80.0万股+34.78% | 加仓 |
 国际纸业IP |
| 4.96% | 5.36% | $1.94亿 | 510.0万股 | $1.50亿 | 420.0万股 | +90.0万股+21.43% | 加仓 |
| GGRANITE CONSTRSPHB |
| 4.48% | 4.75% | $1.76亿 | 111.0万股 | $1.33亿 | 111.0万股 | +200股+0.02% | 加仓 |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 3.83% | 3.8% | $1.50亿 | 572.4万股 | $1.06亿 | 562.2万股 | +10.2万股+1.82% | 加仓 |
 波音BA |
| 3.44% | 3.92% | $1.35亿 | 62.2万股 | $1.10亿 | 55.1万股 | +7.0万股+12.71% | 加仓 |
 CEMEX SAB DE CVCX |
| 3.31% | 4.41% | $1.30亿 | 1,080.3万股 | $1.24亿 | 1,080.3万股 | 00.00% | 持仓不变 |
| CCENTURICTRI |
| 3.11% | 4.21% | $1.22亿 | 403.0万股 | $1.18亿 | 403.0万股 | 00.00% | 持仓不变 |
| CCRHCRH |
| 3.02% | 4.04% | $1.18亿 | 110.6万股 | $1.13亿 | 107.6万股 | +3.0万股+2.79% | 加仓 |
| AARRAY TECHNOLOGIESARRY |
| 2.44% | 3.33% | $9,552.5万 | 1,289.1万股 | $9,320.4万 | 1,289.1万股 | 00.00% | 持仓不变 |
 ADVANCED DRAIN SYS DELWMS |
| 1.92% | 1.81% | $7,534.1万 | 48.0万股 | $5,073.8万 | 37.0万股 | +11.0万股+29.73% | 加仓 |
| AATKOREATKR |
| 1.41% | 1.53% | $5,506.1万 | 72.4万股 | $4,289.9万 | 72.8万股 | -4,100股-0.56% | 减仓 |
 LITTELFUSELFUS |
| 1.4% | — | $5,464.0万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
 BORGWARNERBWA |
| 1.36% | — | $5,326.4万 | 80.2万股 | $0 | 0股 | +80.2万股 | 新买入 |
 CORE & MAINCNM |
| 1.27% | 1.53% | $4,963.2万 | 102.9万股 | $4,285.9万 | 86.8万股 | +16.1万股+18.56% | 加仓 |
| AAts Corporation. Ordinary SharesATS |
| 1.21% | 1.66% | $4,748.3万 | 165.0万股 | $4,652.6万 | 165.0万股 | 00.00% | 持仓不变 |
| WWOLFSPEEDWOLF |
| 1.15% | 0.52% | $4,511.4万 | 93.5万股 | $1,444.3万 | 88.5万股 | +5.0万股+5.65% | 加仓 |
| EENERSYSENS |
| 1.13% | 1.18% | $4,442.6万 | 19.0万股 | $3,300.7万 | 19.0万股 | 00.00% | 持仓不变 |
 TREXTREX |
| 0.7% | 0.72% | $2,752.2万 | 55.0万股 | $2,003.1万 | 55.0万股 | 00.00% | 持仓不变 |
| WWATERBRIDGE INFRASTRUCTURE LWBI |
| 0.61% | 0.67% | $2,398.9万 | 70.0万股 | $1,875.3万 | 70.0万股 | 00.00% | 持仓不变 |
 TFI INTERNATIONALTFII |
| 0.53% | 0.56% | $2,081.8万 | 14.5万股 | $1,575.1万 | 14.5万股 | 00.00% | 持仓不变 |
| GGARRETT MOTIONGTX |
| 0.46% | — | $1,811.5万 | 50.0万股 | $0 | 0股 | +50.0万股 | 新买入 |
| DDPC HOLDINGS PLCDPC |
| 0.25% | — | $981.2万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
| SSOLV ENERGYMWH |
| 0.22% | 0.27% | $851.3万 | 25.0万股 | $750.8万 | 25.0万股 | 00.00% | 持仓不变 |
| EEROCK INCEROC |
| 0.04% | — | $159.5万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
| SSITEONE LANDSCAPE SUPPLYSITE |
| 0.01% | — | $33.2万 | 2,900股 | $0 | 0股 | +2,900股 | 新买入 |
