 希捷STX |
| 15.56% | 10.08% | $1.10亿 | 11.4万股 | $4,784.4万 | 12.2万股 | -8,456股-6.92% | 减仓 |
 SENSIENT TECHNOLOGIESSXT |
| 9.87% | 10.06% | $6,956.1万 | 56.4万股 | $4,775.2万 | 55.2万股 | +1.2万股+2.13% | 加仓 |
| TTTM TECHNOLOGIESTTMI |
| 7.68% | 4.61% | $5,409.5万 | 28.9万股 | $2,186.9万 | 22.4万股 | +6.5万股+28.85% | 加仓 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 6.16% | 3.82% | $4,340.1万 | 23.0万股 | $1,815.0万 | 10.9万股 | +12.1万股+110.85% | 加仓 |
 伍德沃德WWD |
| 6.1% | 2.92% | $4,298.1万 | 10.1万股 | $1,387.0万 | 3.9万股 | +6.2万股+160.70% | 加仓 |
 FERGUSON ENTERPRISESFERG |
| 5.63% | 5.06% | $3,970.7万 | 16.7万股 | $2,404.0万 | 10.3万股 | +6.4万股+62.34% | 加仓 |
 西部数据WDC |
| 4.89% | 6.59% | $3,449.1万 | 5.4万股 | $3,128.6万 | 11.6万股 | -6.2万股-53.31% | 减仓 |
 台积电TSM |
| 4.72% | — | $3,329.9万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
| CCIPHER DIGITALCIFR |
| 4.32% | — | $3,043.6万 | 124.2万股 | $0 | 0股 | +124.2万股 | 新买入 |
| VVISHAY INTERTECHNOLOGYVSH |
| 4.26% | — | $3,002.0万 | 55.8万股 | $0 | 0股 | +55.8万股 | 新买入 |
 FLOOR & DECORFND |
| 3.82% | 4.82% | $2,694.3万 | 45.4万股 | $2,289.3万 | 45.1万股 | +3,240股+0.72% | 加仓 |
| RRENTOKIL INITIALRTO |
| 3.73% | 5.26% | $2,631.9万 | 92.0万股 | $2,497.8万 | 79.3万股 | +12.6万股+15.94% | 加仓 |
 ARROW ELECTRSARW |
| 3.49% | — | $2,456.3万 | 11.5万股 | $0 | 0股 | +11.5万股 | 新买入 |
 沃特世WAT |
| 3.48% | — | $2,455.3万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 ADVANCE AUTO PARTSAAP |
| 3.09% | — | $2,177.7万 | 35.0万股 | $0 | 0股 | +35.0万股 | 新买入 |
 SITIMESITM |
| 2.98% | — | $2,101.8万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 2.91% | 6.52% | $2,047.9万 | 4.5万股 | $3,097.0万 | 6.4万股 | -1.9万股-30.16% | 减仓 |
 TREXTREX |
| 2.86% | — | $2,018.0万 | 40.3万股 | $0 | 0股 | +40.3万股 | 新买入 |
| SSITEONE LANDSCAPE SUPPLYSITE |
| 2.78% | 3.92% | $1,958.6万 | 17.1万股 | $1,859.6万 | 14.0万股 | +3.1万股+22.54% | 加仓 |
| HHUT 8HUT |
| 1.66% | — | $1,167.4万 | 10.1万股 | $0 | 0股 | +10.1万股 | 新买入 |
