 ARAMARKARMK |
| 5.28% | 5.46% | $3.71亿 | 652.0万股 | $4.29亿 | 1,058.8万股 | -406.7万股-38.42% | 减仓 |
 BOOKING COMBKNG |
| 4.71% | 5.03% | $3.31亿 | 185.8万股 | $3.95亿 | 9.4万股 | +176.4万股+1,878.67% | 加仓 |
| IINSIGHT ENTERPRISESNSIT |
| 3.81% | 1.6% | $2.68亿 | 219.8万股 | $1.26亿 | 187.5万股 | +32.2万股+17.18% | 加仓 |
 嘉信理财SCHW |
| 3.01% | 4.14% | $2.12亿 | 229.6万股 | $3.26亿 | 346.6万股 | -117.0万股-33.75% | 减仓 |
| VVALVOLINE COMVVV |
| 2.88% | 2.07% | $2.03亿 | 512.2万股 | $1.63亿 | 482.9万股 | +29.3万股+6.08% | 加仓 |
| HHAYWARDHAYW |
| 2.88% | 1.49% | $2.02亿 | 1,168.4万股 | $1.17亿 | 873.9万股 | +294.5万股+33.70% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 2.85% | 3.97% | $2.01亿 | 84.5万股 | $3.12亿 | 133.7万股 | -49.2万股-36.82% | 减仓 |
 CDWCDW |
| 2.79% | 2.22% | $1.96亿 | 139.4万股 | $1.75亿 | 144.3万股 | -5.0万股-3.43% | 减仓 |
 ONEMAINOMF |
| 2.67% | 1.82% | $1.88亿 | 308.1万股 | $1.44亿 | 268.3万股 | +39.7万股+14.80% | 加仓 |
| ZZIONS BANCORPORATION NATL ASZION |
| 2.55% | 2.04% | $1.79亿 | 259.1万股 | $1.61亿 | 278.8万股 | -19.7万股-7.06% | 减仓 |
 APTARGROUPATR |
| 2.54% | 2.01% | $1.78亿 | 142.4万股 | $1.58亿 | 125.2万股 | +17.1万股+13.69% | 加仓 |
| GGATES INDL CORP LTD COM SHS |
| 2.46% | — | $1.73亿 | 618.9万股 | $0 | 0股 | +618.9万股 | 新买入 |
 CARLISLE COSCSL |
| 2.31% | 2.09% | $1.63亿 | 44.8万股 | $1.65亿 | 49.4万股 | -4.6万股-9.27% | 减仓 |
 CAVCO INDS DELCVCO |
| 2.19% | 1.65% | $1.54亿 | 25.0万股 | $1.30亿 | 26.8万股 | -1.7万股-6.50% | 减仓 |
 MUELLER WTR PRODSMWA |
| 2.17% | 1.45% | $1.52亿 | 590.2万股 | $1.14亿 | 415.6万股 | +174.6万股+42.01% | 加仓 |
 艾利丹尼森AVY |
| 2.16% | 2.75% | $1.52亿 | 93.6万股 | $2.16亿 | 125.3万股 | -31.7万股-25.29% | 减仓 |
 PRIMERICAPRI |
| 2.16% | 2.2% | $1.52亿 | 53.4万股 | $1.73亿 | 69.2万股 | -15.8万股-22.80% | 减仓 |
 SCHEIN HENRYHSIC |
| 2.16% | 1.83% | $1.52亿 | 181.7万股 | $1.44亿 | 195.4万股 | -13.7万股-7.00% | 减仓 |
 第一资本COF |
| 2.15% | 1.36% | $1.51亿 | 75.4万股 | $1.07亿 | 58.6万股 | +16.8万股+28.67% | 加仓 |
| FFTI CONSULTINGFCN |
| 2.03% | 1.85% | $1.43亿 | 95.8万股 | $1.46亿 | 82.4万股 | +13.4万股+16.30% | 加仓 |
 CARRIER GLOBALCARR |
| 2.01% | 2.55% | $1.41亿 | 192.4万股 | $2.01亿 | 356.7万股 | -164.4万股-46.08% | 减仓 |
 WHITE MTNS INSWTM |
| 1.96% | 2.38% | $1.38亿 | 6.7万股 | $1.87亿 | 8.5万股 | -1.9万股-21.77% | 减仓 |
 LOUISIANA PACLPX |
| 1.96% | 1.17% | $1.38亿 | 175.1万股 | $9,205.8万 | 126.5万股 | +48.6万股+38.38% | 加仓 |
 联合健康UNH |
| 1.93% | 1.23% | $1.35亿 | 32.6万股 | $9,685.8万 | 35.8万股 | -3.2万股-8.94% | 减仓 |
 MascoMAS |
| 1.81% | 1.82% | $1.27亿 | 156.3万股 | $1.43亿 | 236.9万股 | -80.6万股-34.02% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 1.79% | 2.48% | $1.26亿 | 83.2万股 | $1.95亿 | 124.0万股 | -40.8万股-32.91% | 减仓 |
 HOULIHAN LOKEYHLI |
| 1.79% | 1.47% | $1.26亿 | 93.8万股 | $1.15亿 | 80.4万股 | +13.5万股+16.78% | 加仓 |
 MSA安全MSA |
| 1.77% | 1.42% | $1.25亿 | 71.4万股 | $1.11亿 | 67.9万股 | +3.5万股+5.12% | 加仓 |
 iShares安硕·MBSACGL |
| 1.69% | 1.78% | $1.19亿 | 122.5万股 | $1.40亿 | 146.1万股 | -23.6万股-16.14% | 减仓 |
| HHURON CONSULTINGHURN |
| 1.66% | 1.46% | $1.17亿 | 129.3万股 | $1.15亿 | 90.3万股 | +39.0万股+43.16% | 加仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 1.65% | 1.59% | $1.16亿 | 155.3万股 | $1.25亿 | 192.1万股 | -36.8万股-19.15% | 减仓 |
 DONALDSONDCI |
| 1.63% | 1.54% | $1.15亿 | 127.9万股 | $1.21亿 | 142.6万股 | -14.7万股-10.33% | 减仓 |
| CCBRE CL ACBRE |
| 1.61% | 1.91% | $1.13亿 | 80.4万股 | $1.50亿 | 103.3万股 | -22.9万股-22.20% | 减仓 |
 PROGRESSIVEPGR |
| 1.6% | 1.46% | $1.12亿 | 51.3万股 | $1.15亿 | 58.0万股 | -6.6万股-11.43% | 减仓 |
 CORE & MAINCNM |
| 1.58% | 1.56% | $1.11亿 | 230.9万股 | $1.23亿 | 248.3万股 | -17.4万股-7.01% | 减仓 |
| UUNILEVER SPON ADR NEWUL |
| 1.53% | 1.66% | $1.07亿 | 178.7万股 | $1.31亿 | 229.5万股 | -50.8万股-22.15% | 减仓 |
 埃森哲ACN |
| 1.51% | — | $1.06亿 | 85.5万股 | $0 | 0股 | +85.5万股 | 新买入 |
| FFORTUNE BRANDS INNOVATIONS IFBIN |
| 1.51% | 1.03% | $1.06亿 | 192.8万股 | $8,075.6万 | 207.2万股 | -14.4万股-6.96% | 减仓 |
| PPNC FINL SVCS COMVXF |
| 1.5% | 1.68% | $1.05亿 | 42.7万股 | $1.32亿 | 63.6万股 | -20.9万股-32.83% | 减仓 |
 奎斯特诊断DGX |
| 1.46% | 1.8% | $1.02亿 | 48.4万股 | $1.41亿 | 72.1万股 | -23.7万股-32.93% | 减仓 |
 KONINKLIJKE PHILIPS N V NY REGIS SHS NEWPHG |
| 1.34% | 1.73% | $9,407.6万 | 346.0万股 | $1.36亿 | 497.7万股 | -151.7万股-30.48% | 减仓 |
 BJS WHSL CLUBBJ |
| 1.23% | 0.86% | $8,618.7万 | 98.8万股 | $6,785.1万 | 68.9万股 | +29.9万股+43.34% | 加仓 |
 Dollar TreeDLTR |
| 1.22% | 1.49% | $8,555.1万 | 70.7万股 | $1.17亿 | 106.7万股 | -36.0万股-33.73% | 减仓 |
 SIMPSON MFGSSD |
| 1.21% | 0.95% | $8,474.7万 | 40.5万股 | $7,451.9万 | 43.4万股 | -2.9万股-6.77% | 减仓 |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 1.18% | 1.06% | $8,326.3万 | 128.6万股 | $8,334.7万 | 144.2万股 | -15.6万股-10.82% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.02% | 1.86% | $7,171.7万 | 14.3万股 | $1.46亿 | 30.5万股 | -16.1万股-52.95% | 减仓 |
 FRESENIUS MEDICAL CARE AG SPONSORED ADRFMS |
| 0.94% | 1.28% | $6,642.4万 | 293.8万股 | $1.01亿 | 446.2万股 | -152.4万股-34.16% | 减仓 |
| AALLIANCE LAUNDRYALH |
| 0.84% | — | $5,916.6万 | 223.1万股 | $0 | 0股 | +223.1万股 | 新买入 |
| RROBERT HALFRHI |
| 0.66% | 0.55% | $4,672.2万 | 152.2万股 | $4,339.6万 | 170.8万股 | -18.7万股-10.92% | 减仓 |
 FIRSTCASHFCFS |
| 0.58% | 2.18% | $4,102.8万 | 19.0万股 | $1.71亿 | 91.2万股 | -72.2万股-79.20% | 减仓 |
