| PPERRIGOPRGO |
| 10.28% | 11.81% | $366.3万 | 35.3万股 | $378.6万 | 35.3万股 | 00.00% | 持仓不变 |
| LLYFT INC CLASS ALYFT |
| 7.54% | 5.74% | $268.7万 | 18.4万股 | $184.1万 | 13.8万股 | +4.5万股+32.87% | 加仓 |
| PPRIMORIS SVCSPRIM |
| 7.23% | 11.77% | $257.4万 | 2.6万股 | $377.2万 | 2.6万股 | -400股-1.52% | 减仓 |
 ONESPAWORLD LIMITEDOSW |
| 5.06% | 4.57% | $180.4万 | 6.4万股 | $146.6万 | 6.4万股 | 00.00% | 持仓不变 |
 新闻集团NWSA |
| 4.76% | 6.72% | $169.6万 | 6.8万股 | $215.3万 | 8.6万股 | -1.8万股-20.93% | 减仓 |
 ROKU COM CL AROKU |
| 4.25% | 3.82% | $151.3万 | 1.1万股 | $122.5万 | 1.3万股 | -2,000股-15.44% | 减仓 |
| FFiservFISV |
| 4.03% | — | $143.7万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 REDDIT CL ARDDT |
| 4% | 3.66% | $142.3万 | 8,200股 | $117.1万 | 8,700股 | -500股-5.75% | 减仓 |
| SSHATTUCK LABSSTTK |
| 3.73% | — | $133.0万 | 19.2万股 | $0 | 0股 | +19.2万股 | 新买入 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 3.56% | 3.14% | $126.7万 | 3,800股 | $100.5万 | 8,953股 | -5,153股-57.56% | 减仓 |
 GeneracGNRC |
| 3.37% | 3.66% | $120.1万 | 4,100股 | $117.2万 | 6,000股 | -1,900股-31.67% | 减仓 |
 华纳兄弟探索WBD |
| 3.14% | 3.59% | $111.7万 | 4.2万股 | $115.1万 | 4.2万股 | 00.00% | 持仓不变 |
 CABOTCBT |
| 2.72% | 1.38% | $97.0万 | 1.1万股 | $44.1万 | 5,861股 | +4,820股+82.24% | 加仓 |
 ARCOS DORADOSARCO |
| 2.49% | 2.83% | $88.5万 | 11.0万股 | $90.6万 | 11.0万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 2.23% | — | $79.4万 | 2,000股 | $0 | 0股 | +2,000股 | 新买入 |
| SSOLV ENERGYMWH |
| 2.2% | 0.84% | $78.3万 | 2.3万股 | $27.0万 | 9,000股 | +1.4万股+155.56% | 加仓 |
 JacobsJ |
| 2.19% | 3.57% | $78.1万 | 6,200股 | $114.6万 | 9,000股 | -2,800股-31.11% | 减仓 |
| AARGANAGX |
| 1.91% | — | $67.9万 | 850股 | $0 | 0股 | +850股 | 新买入 |
 谷歌AGOOGL |
| 1.5% | — | $53.6万 | 1,500股 | $0 | 0股 | +1,500股 | 新买入 |
| PPROSHARES VIX SHORT-TERM FUTURES ETFSVXY |
| 1.49% | — | $53.2万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 CONSTRUCTION PARTNERSROAD |
| 1.4% | — | $49.9万 | 4,200股 | $0 | 0股 | +4,200股 | 新买入 |
 泛林集团LRCX |
| 1.34% | — | $47.7万 | 1,100股 | $0 | 0股 | +1,100股 | 新买入 |
 思科CSCO |
| 1.32% | — | $47.0万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 1.26% | — | $44.9万 | 6,000股 | $0 | 0股 | +6,000股 | 新买入 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.12% | 0.74% | $40.0万 | 1,600股 | $23.7万 | 1,200股 | +400股+33.33% | 加仓 |
| FFERROGLOBE PLC SHSGSM |
| 1.12% | 1.61% | $39.8万 | 12.5万股 | $51.6万 | 12.5万股 | 00.00% | 持仓不变 |
 恩智浦NXPI |
| 1.03% | — | $36.5万 | 1,300股 | $0 | 0股 | +1,300股 | 新买入 |
 JFROGFROG |
| 1.02% | — | $36.4万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
 AIRBNB COM CL AABNB |
| 1% | 0.79% | $35.8万 | 2,500股 | $25.3万 | 2,000股 | +500股+25.00% | 加仓 |
 PELOTON INTERACTIVEPTON |
| 1% | 0.54% | $35.5万 | 6.0万股 | $17.2万 | 4.0万股 | +2.0万股+50.00% | 加仓 |
 英特尔INTC |
| 0.98% | 1.38% | $34.9万 | 2,500股 | $44.1万 | 1.0万股 | -7,500股-75.00% | 减仓 |
 TwilioTWLO |
| 0.87% | — | $30.9万 | 1,500股 | $0 | 0股 | +1,500股 | 新买入 |
| TTyler科技TYL |
| 0.84% | 1.09% | $30.0万 | 1,025股 | $35.1万 | 1,025股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 0.84% | — | $29.8万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
 SYMBOTIC CLASS A COMSYM |
| 0.82% | 1.16% | $29.2万 | 6,500股 | $37.2万 | 7,000股 | -500股-7.14% | 减仓 |
 康宁GLW |
| 0.72% | — | $25.5万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 0.71% | — | $25.5万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
| SSEMTECHSMTC |
| 0.68% | — | $24.3万 | 1,500股 | $0 | 0股 | +1,500股 | 新买入 |
 希捷STX |
| 0.68% | — | $24.1万 | 250股 | $0 | 0股 | +250股 | 新买入 |
 亚马逊AMZN |
| 0.67% | 0.97% | $23.8万 | 1,000股 | $31.2万 | 1,500股 | -500股-33.33% | 减仓 |
| HHUT 8HUT |
| 0.65% | — | $23.1万 | 2,000股 | $0 | 0股 | +2,000股 | 新买入 |
| MMODINE MFGMOD |
| 0.6% | — | $21.4万 | 800股 | $0 | 0股 | +800股 | 新买入 |
 THE REALREALREAL |
| 0.57% | — | $20.4万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 苹果AAPL |
| 0.57% | 2.38% | $20.3万 | 700股 | $76.1万 | 3,000股 | -2,300股-76.67% | 减仓 |
 ALKAMI TECHNOLOGYALKT |
| 0.51% | 0.59% | $18.1万 | 1.0万股 | $18.8万 | 1.2万股 | -2,000股-16.67% | 减仓 |
