| RRHRH |
| 22.01% | 18.96% | $1,546.8万 | 3.9万股 | $1,311.3万 | 3.9万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 14.82% | 13.56% | $1,041.8万 | 11.6万股 | $937.7万 | 11.6万股 | 00.00% | 持仓不变 |
 WILLIAMS SONOMAWSM |
| 7.12% | 6.06% | $500.2万 | 2.7万股 | $419.1万 | 2.7万股 | 00.00% | 持仓不变 |
| OOREILLY AUTOMOTIVE COMORLY |
| 3.91% | 3.86% | $275.2万 | 2,320股 | $267.3万 | 2,320股 | 00.00% | 持仓不变 |
| EEBAY COMEBAY |
| 2.51% | 2.55% | $176.4万 | 2.7万股 | $176.4万 | 2.7万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 2.47% | 2.51% | $173.8万 | 4,040股 | $173.8万 | 4,040股 | 00.00% | 持仓不变 |
 ADOBE COMADBE |
| 2.47% | 2.51% | $173.5万 | 3,350股 | $173.5万 | 3,350股 | 00.00% | 持仓不变 |
 Live NationLYV |
| 2.31% | 2.34% | $162.0万 | 1.5万股 | $162.0万 | 1.5万股 | 00.00% | 持仓不变 |
 LOWES COS COMLOW |
| 2.24% | 2.28% | $157.6万 | 5,820股 | $157.6万 | 5,820股 | 00.00% | 持仓不变 |
 家得宝HD |
| 2.24% | 2.28% | $157.6万 | 3,890股 | $157.6万 | 3,890股 | 00.00% | 持仓不变 |
 BOOKING COMBKNG |
| 1.86% | 1.89% | $130.6万 | 310股 | $130.6万 | 310股 | 00.00% | 持仓不变 |
| DDOORDASHDASH |
| 1.86% | 1.89% | $130.5万 | 9,140股 | $130.5万 | 9,140股 | 00.00% | 持仓不变 |
 达美乐披萨DPZ |
| 1.85% | 1.88% | $130.3万 | 3,030股 | $130.3万 | 3,030股 | 00.00% | 持仓不变 |
| DDeckersSGVT |
| 1.85% | 1.88% | $130.3万 | 8,170股 | $130.3万 | 8,170股 | 00.00% | 持仓不变 |
 AIRBNB COM CL AABNB |
| 1.83% | 1.86% | $128.5万 | 1.0万股 | $128.5万 | 1.0万股 | 00.00% | 持仓不变 |
 LAS VEGAS SANDS COMLVS |
| 1.82% | 1.85% | $128.0万 | 2.5万股 | $128.0万 | 2.5万股 | 00.00% | 持仓不变 |
 希尔顿HLT |
| 1.82% | 1.85% | $127.9万 | 5,550股 | $127.9万 | 5,550股 | 00.00% | 持仓不变 |
 露露乐蒙LULU |
| 1.8% | 1.82% | $126.2万 | 4,650股 | $126.2万 | 4,650股 | 00.00% | 持仓不变 |
| CCHEWY CL ACHWY |
| 1.74% | 1.76% | $122.0万 | 4.2万股 | $122.0万 | 4.2万股 | 00.00% | 持仓不变 |
 ExpediaEXPE |
| 1.67% | 1.7% | $117.7万 | 7,950股 | $117.7万 | 7,950股 | 00.00% | 持仓不变 |
 DOLLAR GEN NEWDG |
| 1.61% | 1.64% | $113.2万 | 1.3万股 | $113.2万 | 1.3万股 | 00.00% | 持仓不变 |
 Dollar TreeDLTR |
| 1.6% | 1.63% | $112.4万 | 1.6万股 | $112.4万 | 1.6万股 | 00.00% | 持仓不变 |
 G III APPARELGIII |
| 1.31% | 1.33% | $92.2万 | 4.2万股 | $92.2万 | 4.2万股 | 00.00% | 持仓不变 |
 CROCSCROX |
| 1.24% | 1.26% | $87.0万 | 6,010股 | $87.0万 | 6,010股 | 00.00% | 持仓不变 |
 FLOOR & DECORFND |
| 1.23% | 1.26% | $86.8万 | 6,990股 | $86.8万 | 6,990股 | 00.00% | 持仓不变 |
| KKOHLS COMKSS |
| 1.14% | 1.75% | $80.4万 | 5.7万股 | $121.2万 | 5.7万股 | 00.00% | 持仓不变 |
 SIGNET JEWELERS LIMITEDSIG |
| 1.08% | 2.41% | $76.0万 | 1.6万股 | $166.6万 | 1.6万股 | 00.00% | 持仓不变 |
 BJS WHSL CLUBBJ |
| 0.97% | 0.99% | $68.4万 | 8,290股 | $68.4万 | 8,290股 | 00.00% | 持仓不变 |
 WAYFAIRW |
| 0.92% | 1.71% | $64.5万 | 1.5万股 | $118.3万 | 1.5万股 | 00.00% | 持仓不变 |
| BBRINKER INTLEAT |
| 0.87% | 0.89% | $61.3万 | 8,010股 | $61.3万 | 8,010股 | 00.00% | 持仓不变 |
| DDropboxDBX |
| 0.84% | 0.86% | $59.4万 | 2.3万股 | $59.4万 | 2.3万股 | 00.00% | 持仓不变 |
 URBAN OUTFITTERSURBN |
| 0.77% | 0.78% | $54.2万 | 1.4万股 | $54.2万 | 1.4万股 | 00.00% | 持仓不变 |
 BOOT BARNBOOT |
| 0.77% | 0.78% | $54.0万 | 3,230股 | $54.0万 | 3,230股 | 00.00% | 持仓不变 |
| CCINEMARKCNK |
| 0.73% | 0.74% | $51.4万 | 1.8万股 | $51.4万 | 1.8万股 | 00.00% | 持仓不变 |
| NNORDSTROM INCJWNUSD |
| 0.66% | 0.67% | $46.3万 | 2.1万股 | $46.3万 | 2.1万股 | 00.00% | 持仓不变 |
 凯悦H |
| 0.64% | 0.65% | $45.1万 | 2,960股 | $45.1万 | 2,960股 | 00.00% | 持仓不变 |
 PLANET FITNESS MASTER ISSUERPLNT |
| 0.62% | 0.51% | $43.5万 | 4,390股 | $35.6万 | 4,390股 | 00.00% | 持仓不变 |
| VVICTORIAS SECRETVSXY |
| 0.59% | 0.38% | $41.3万 | 1.0万股 | $26.2万 | 1.0万股 | 00.00% | 持仓不变 |
 TRACTOR SUPPLY COMTSCO |
| 0.41% | 2.28% | $28.7万 | 5,420股 | $157.7万 | 5,420股 | 00.00% | 持仓不变 |
| PPAPA JOHNS INTLPZZA |
| 0.39% | 0.53% | $27.7万 | 6,750股 | $36.5万 | 6,750股 | 00.00% | 持仓不变 |
 OXFORD INDSOXM |
| 0.39% | 0.4% | $27.5万 | 5,100股 | $27.5万 | 5,100股 | 00.00% | 持仓不变 |
| SSHOE STA GROUP INC COMSHOE |
| 0.32% | 0.43% | $22.2万 | 6,740股 | $29.7万 | 6,740股 | 00.00% | 持仓不变 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 0.28% | 0.28% | $19.4万 | 1.1万股 | $19.4万 | 1.1万股 | 00.00% | 持仓不变 |
| CCHILDRENS PL INC NEWPLCE |
| 0.2% | 0.31% | $14.0万 | 1.4万股 | $21.6万 | 1.4万股 | 00.00% | 持仓不变 |
| GGROUPON INC CLASS AGRPN |
| 0.16% | 0.16% | $11.3万 | 1.2万股 | $11.3万 | 1.2万股 | 00.00% | 持仓不变 |
| TTHE ODP CORP COMODP1 |
| 0.04% | 0.06% | $3.1万 | 1,360股 | $4.1万 | 1,360股 | 00.00% | 持仓不变 |
