| FFiservFISV |
| 12.08% | 12.51% | $660.9万 | 3.0万股 | $746.9万 | 3.6万股 | -6,436股-17.70% | 减仓 |
 GoDaddyGDDY |
| 10.68% | 9.09% | $584.1万 | 3.2万股 | $542.7万 | 2.7万股 | +4,930股+17.93% | 加仓 |
 富达·NATL INFORMATION SVCS COMFIS |
| 9.99% | 6.67% | $546.4万 | 7.3万股 | $398.1万 | 4.9万股 | +2.4万股+48.47% | 加仓 |
 BOOKING COMBKNG |
| 9.58% | 13.38% | $523.8万 | 1,137股 | $798.9万 | 1,608股 | -471股-29.29% | 减仓 |
 IQVIAIQV |
| 9.12% | — | $498.6万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 CORE & MAINCNM |
| 7.18% | 10.35% | $392.8万 | 8.1万股 | $617.7万 | 12.1万股 | -4.0万股-32.98% | 减仓 |
 MOLINA HEALTHCAREMOH |
| 6.86% | 10.2% | $375.2万 | 1.1万股 | $608.7万 | 2.1万股 | -9,522股-45.53% | 减仓 |
 HEXCEL NEWHXL |
| 6.83% | 7.15% | $373.6万 | 6.8万股 | $426.9万 | 6.8万股 | +128股+0.19% | 加仓 |
 HUMANA COMHUM |
| 6.67% | 10.73% | $365.0万 | 1.4万股 | $640.3万 | 2.5万股 | -1.1万股-45.34% | 减仓 |
 布鲁克BRKR |
| 6.35% | — | $347.3万 | 8.3万股 | $0 | 0股 | +8.3万股 | 新买入 |
 ASHLANDASH |
| 4.75% | — | $259.7万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 QUANTA SVCSPWR |
| 4.53% | — | $247.8万 | 9,750股 | $0 | 0股 | +9,750股 | 新买入 |
 SENSATA TECHNOLOGIES PLST |
| 3.11% | 5.48% | $169.9万 | 7.0万股 | $326.9万 | 11.9万股 | -4.9万股-41.32% | 减仓 |
 LENNARLEN |
| 2.29% | — | $125.1万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
