 ROSS STORES COMROST |
| 5.47% | 6.59% | $2.64亿 | 124.1万股 | $2.95亿 | 136.4万股 | -12.3万股-9.02% | 减仓 |
 安费诺APH |
| 5.42% | 4.37% | $2.62亿 | 148.4万股 | $1.96亿 | 155.1万股 | -6.6万股-4.27% | 减仓 |
 Vulcan材料VMC |
| 4.03% | 3.99% | $1.95亿 | 66.1万股 | $1.79亿 | 65.7万股 | +4,008股+0.61% | 加仓 |
 ANALOG DEVICES COMADI |
| 3.88% | 3.37% | $1.87亿 | 47.2万股 | $1.51亿 | 47.4万股 | -2,422股-0.51% | 减仓 |
 IDEXIEX |
| 3.76% | 3.37% | $1.81亿 | 80.0万股 | $1.51亿 | 79.8万股 | +1,533股+0.19% | 加仓 |
 史赛克SYK |
| 3.57% | 3.81% | $1.72亿 | 54.7万股 | $1.71亿 | 52.0万股 | +2.8万股+5.36% | 加仓 |
 Markel Group Inc.MKL |
| 3.53% | 3.7% | $1.70亿 | 8.7万股 | $1.66亿 | 8.7万股 | +654股+0.76% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 3.5% | 3.39% | $1.69亿 | 48.2万股 | $1.52亿 | 53.8万股 | -5.5万股-10.31% | 减仓 |
 特灵科技TT |
| 3.31% | 3.27% | $1.60亿 | 32.6万股 | $1.47亿 | 35.2万股 | -2.6万股-7.29% | 减仓 |
| FFASTENAL COMFAST |
| 3.21% | 3.79% | $1.55亿 | 322.6万股 | $1.70亿 | 365.8万股 | -43.2万股-11.81% | 减仓 |
 布鲁克菲尔德BN |
| 3.05% | 3.1% | $1.47亿 | 346.0万股 | $1.39亿 | 343.6万股 | +2.4万股+0.68% | 加仓 |
 BROWN & BROWN COMBRO |
| 2.98% | 3.23% | $1.44亿 | 224.4万股 | $1.45亿 | 222.3万股 | +2.1万股+0.93% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 2.74% | 2.74% | $1.32亿 | 57.7万股 | $1.23亿 | 56.7万股 | +1.0万股+1.83% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 2.61% | 2.04% | $1.26亿 | 138.2万股 | $9,152.5万 | 141.7万股 | -3.5万股-2.47% | 减仓 |
 PROGRESSIVEPGR |
| 2.52% | 2.43% | $1.22亿 | 55.7万股 | $1.09亿 | 55.0万股 | +6,889股+1.25% | 加仓 |
 HEICOHEI |
| 2.31% | 2.02% | $1.12亿 | 43.3万股 | $9,047.8万 | 42.9万股 | +4,857股+1.13% | 加仓 |
 ILLINOIS TOOLITW |
| 2.2% | 2.26% | $1.06亿 | 39.3万股 | $1.01亿 | 39.0万股 | +3,430股+0.88% | 加仓 |
 LANDSTAR SYSLSTR |
| 2.17% | 2.02% | $1.05亿 | 50.7万股 | $9,074.6万 | 56.6万股 | -5.9万股-10.51% | 减仓 |
 汽车地带AZO |
| 2.15% | 2.41% | $1.04亿 | 3.3万股 | $1.08亿 | 3.2万股 | +580股+1.82% | 加仓 |
 CDWCDW |
| 2.07% | 2.4% | $9,979.5万 | 71.0万股 | $1.08亿 | 89.1万股 | -18.1万股-20.37% | 减仓 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 1.97% | 1.66% | $9,514.4万 | 36.1万股 | $7,432.3万 | 35.5万股 | +5,931股+1.67% | 加仓 |
 BOOKING COMBKNG |
| 1.86% | 1.86% | $8,975.4万 | 50.4万股 | $8,338.6万 | 2.0万股 | +48.4万股+2,442.57% | 加仓 |
 AMETEK COMAME |
| 1.83% | 1.72% | $8,838.3万 | 36.5万股 | $7,700.5万 | 35.9万股 | +6,078股+1.69% | 加仓 |
| PPINNACLE FINL PARTNERSPNFP |
| 1.74% | 1.59% | $8,417.2万 | 83.4万股 | $7,109.9万 | 82.5万股 | +8,993股+1.09% | 加仓 |
 GRACOGGG |
| 1.74% | 2.07% | $8,387.8万 | 110.9万股 | $9,268.4万 | 109.5万股 | +1.4万股+1.32% | 加仓 |
 SterisSTE |
| 1.55% | 1.61% | $7,479.7万 | 35.5万股 | $7,222.7万 | 32.7万股 | +2.9万股+8.75% | 加仓 |
 AGILENT TECHNOLOGIES COMA |
| 1.54% | 1.42% | $7,456.8万 | 56.1万股 | $6,364.3万 | 55.8万股 | +3,005股+0.54% | 加仓 |
| EENTEGRISENTG |
| 1.34% | 1.3% | $6,463.0万 | 35.9万股 | $5,836.7万 | 49.8万股 | -13.9万股-27.82% | 减仓 |
 REPUBLIC SVCSRSG |
| 1.24% | 1.39% | $5,977.1万 | 28.1万股 | $6,241.6万 | 28.5万股 | -4,468股-1.57% | 减仓 |
 马丁玛丽埃塔MLM |
| 1.05% | 1.16% | $5,083.4万 | 8.8万股 | $5,199.6万 | 8.8万股 | -181股-0.20% | 减仓 |
 RYAN SPECIALTYRYAN |
| 1.02% | 0.55% | $4,933.7万 | 130.7万股 | $2,445.6万 | 72.5万股 | +58.2万股+80.26% | 加仓 |
 标普全球SPGI |
| 1.01% | 1.05% | $4,886.8万 | 12.0万股 | $4,722.8万 | 11.1万股 | +8,957股+8.07% | 加仓 |
 CINTAS COMCTAS |
| 1% | 1.07% | $4,825.3万 | 28.4万股 | $4,813.2万 | 28.5万股 | -858股-0.30% | 减仓 |
| EEXLSERVICEEXLS |
| 0.92% | 1.87% | $4,440.1万 | 171.7万股 | $8,397.9万 | 275.8万股 | -104.1万股-37.74% | 减仓 |
| BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY |
| 0.84% | 0.91% | $4,072.8万 | 90.8万股 | $4,080.1万 | 91.8万股 | -9,814股-1.07% | 减仓 |
 VERISK ANALYTICS COMVRSK |
| 0.73% | 0.88% | $3,525.3万 | 19.6万股 | $3,926.4万 | 20.7万股 | -1.1万股-5.11% | 减仓 |
 BroadridgeBR |
| 0.72% | 1.26% | $3,484.7万 | 25.4万股 | $5,653.5万 | 34.8万股 | -9.3万股-26.87% | 减仓 |
| WWATSCOWSO |
| 0.69% | 0.66% | $3,342.9万 | 8.0万股 | $2,945.6万 | 8.1万股 | -754股-0.93% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 0.64% | 0.67% | $3,070.3万 | 41股 | $3,016.2万 | 42股 | -1股-2.38% | 减仓 |
 Jack Henry & Associates, IncJKHY |
| 0.57% | 0.76% | $2,773.7万 | 20.1万股 | $3,399.5万 | 21.5万股 | -1.4万股-6.38% | 减仓 |
| TTyler科技TYL |
| 0.56% | — | $2,685.6万 | 9.2万股 | $0 | 0股 | +9.2万股 | 新买入 |
 GILDAN ACTIVEWEARGIL |
| 0.53% | 0.25% | $2,562.5万 | 49.7万股 | $1,116.8万 | 20.1万股 | +29.6万股+147.45% | 加仓 |
 COLLIERS INTLCIGI |
| 0.48% | 0.54% | $2,302.7万 | 24.6万股 | $2,425.8万 | 22.7万股 | +1.9万股+8.19% | 加仓 |
 HOULIHAN LOKEYHLI |
| 0.47% | 0.44% | $2,252.0万 | 16.8万股 | $1,988.6万 | 13.8万股 | +2.9万股+21.26% | 加仓 |
 艾利丹尼森AVY |
| 0.46% | 0.53% | $2,220.1万 | 13.7万股 | $2,379.7万 | 13.8万股 | -1,062股-0.77% | 减仓 |
| CCBIZCBZ |
| 0.45% | 0.41% | $2,186.7万 | 68.2万股 | $1,831.8万 | 68.2万股 | -594股-0.09% | 减仓 |
 PAYCHEX COMPAYX |
| 0.45% | 0.46% | $2,177.6万 | 22.1万股 | $2,046.4万 | 22.2万股 | -682股-0.31% | 减仓 |
| TTHE BALDWIN INSURANCE GRP INBWIN |
| 0.44% | 0.34% | $2,114.3万 | 79.5万股 | $1,543.1万 | 70.3万股 | +9.2万股+13.10% | 加仓 |
 FLOOR & DECORFND |
| 0.43% | 0.33% | $2,098.5万 | 35.4万股 | $1,473.3万 | 29.0万股 | +6.3万股+21.89% | 加仓 |
 NOVANTANOVT |
| 0.39% | 0.3% | $1,881.5万 | 11.6万股 | $1,365.6万 | 11.6万股 | +349股+0.30% | 加仓 |
