| PPDF SOLUTIONSPDFS |
| 13.25% | 13.01% | $3,881.3万 | 54.8万股 | $3,009.2万 | 92.0万股 | -37.2万股-40.40% | 减仓 |
| GGENIUS SPORTS LIMITEDGENI |
| 10.16% | 7.19% | $2,977.3万 | 491.3万股 | $1,662.1万 | 375.2万股 | +116.1万股+30.95% | 加仓 |
| PPOWERFLEET INC COMAIOT |
| 6.87% | 5.32% | $2,012.4万 | 525.4万股 | $1,229.6万 | 399.2万股 | +126.2万股+31.62% | 加仓 |
| IINSPIRED ENTMTINSE |
| 6.26% | 6.26% | $1,834.7万 | 222.4万股 | $1,447.4万 | 203.0万股 | +19.4万股+9.55% | 加仓 |
| AARTERISAIP |
| 5.64% | 8.13% | $1,652.1万 | 34.0万股 | $1,880.8万 | 114.4万股 | -80.4万股-70.28% | 减仓 |
 PAR TECHNOLOGYPAR |
| 4.85% | 1.78% | $1,422.4万 | 81.7万股 | $410.5万 | 30.8万股 | +50.9万股+165.11% | 加仓 |
 COGNYTE SOFTWARECGNT |
| 4.09% | 3.36% | $1,197.3万 | 136.4万股 | $776.6万 | 95.9万股 | +40.5万股+42.23% | 加仓 |
| AAMBARELLAAMBA |
| 4.01% | 0.93% | $1,175.1万 | 13.7万股 | $214.3万 | 4.2万股 | +9.5万股+228.98% | 加仓 |
| ZZETA GLOBALZETA |
| 3.69% | 3.35% | $1,081.0万 | 54.9万股 | $774.7万 | 48.7万股 | +6.3万股+12.88% | 加仓 |
 斯伦贝谢SLB |
| 3.57% | 5.02% | $1,046.4万 | 22.5万股 | $1,160.0万 | 22.6万股 | -630股-0.28% | 减仓 |
| RRANPAK HOLDINGS CORP COM CL APACK |
| 3.54% | 2.05% | $1,037.8万 | 142.0万股 | $475.1万 | 133.1万股 | +8.9万股+6.68% | 加仓 |
| RRIMINI STR INC DEL COMRMNI |
| 2.72% | 2.34% | $797.3万 | 187.2万股 | $541.6万 | 165.1万股 | +22.0万股+13.33% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 2.7% | 3.14% | $790.1万 | 1.6万股 | $726.7万 | 1.5万股 | +625股+4.12% | 加仓 |
| RRIDGEPOST CAPRPC |
| 2.32% | 2.2% | $681.2万 | 86.6万股 | $507.9万 | 70.0万股 | +16.6万股+23.72% | 加仓 |
 FLUORFLR |
| 2.09% | — | $612.9万 | 11.7万股 | $0 | 0股 | +11.7万股 | 新买入 |
 KINDER MORGAN DEL COMKMI |
| 2.06% | 2.62% | $604.8万 | 18.9万股 | $605.6万 | 18.1万股 | +8,570股+4.75% | 加仓 |
 艾默生电气EMR |
| 1.61% | 1.69% | $471.8万 | 3.3万股 | $390.0万 | 3.0万股 | +3,195股+10.73% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 1.23% | 1.66% | $360.0万 | 3.0万股 | $382.8万 | 3.4万股 | -3,930股-11.44% | 减仓 |
 微软MSFT |
| 1.22% | 0.58% | $357.7万 | 9,590股 | $135.1万 | 3,650股 | +5,940股+162.74% | 加仓 |
 迪尔DE |
| 1.22% | 1.37% | $356.2万 | 5,615股 | $316.3万 | 5,615股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.21% | 1.48% | $354.8万 | 1.4万股 | $341.5万 | 1.4万股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 1.12% | 1.46% | $327.8万 | 1.7万股 | $337.1万 | 1.7万股 | -200股-1.14% | 减仓 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 1.12% | 1.16% | $327.3万 | 2.0万股 | $267.2万 | 2.3万股 | -3,115股-13.45% | 减仓 |
| KKKR & COMKKR |
| 1.08% | 1.53% | $317.7万 | 3.5万股 | $353.8万 | 3.8万股 | -3,635股-9.50% | 减仓 |
| TTIGO ENERGYTYGO |
| 0.91% | — | $267.0万 | 114.6万股 | $0 | 0股 | +114.6万股 | 新买入 |
 沃尔玛WMT |
| 0.9% | 1.26% | $264.9万 | 2.3万股 | $290.6万 | 2.3万股 | 00.00% | 持仓不变 |
| FFlotek IndustriesFTK |
| 0.76% | — | $223.4万 | 9.5万股 | $0 | 0股 | +9.5万股 | 新买入 |
 星巴克SBUX |
| 0.74% | 0.83% | $218.0万 | 2.1万股 | $191.1万 | 2.1万股 | 00.00% | 持仓不变 |
| NNEOGENNEOG |
| 0.73% | 1.15% | $213.2万 | 23.7万股 | $267.1万 | 28.8万股 | -5.0万股-17.50% | 减仓 |
 CRYOPORT COM PAR $0.001CYRX |
| 0.7% | — | $204.1万 | 13.0万股 | $0 | 0股 | +13.0万股 | 新买入 |
| PPRIMO BRANDSPRMB |
| 0.65% | 0.64% | $191.4万 | 7.8万股 | $147.7万 | 7.8万股 | -150股-0.19% | 减仓 |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.63% | 0.82% | $184.4万 | 5.0万股 | $189.8万 | 5.0万股 | 00.00% | 持仓不变 |
 WASTE MGMT DELWM |
| 0.61% | 0.66% | $179.4万 | 8,050股 | $152.9万 | 6,655股 | +1,395股+20.96% | 加仓 |
 威廉姆斯WMB |
| 0.53% | 0.65% | $154.3万 | 2.1万股 | $151.1万 | 2.1万股 | 00.00% | 持仓不变 |
 星座能源CEG |
| 0.52% | 0.73% | $150.9万 | 6,076股 | $169.7万 | 6,076股 | 00.00% | 持仓不变 |
 KORNIT DIGITALKRNT |
| 0.5% | — | $146.3万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
 辉瑞PFE |
| 0.49% | 0.72% | $144.8万 | 6.0万股 | $167.5万 | 6.0万股 | +500股+0.84% | 加仓 |
| E爱克斯龙EXC |
| 0.42% | 0.56% | $124.0万 | 2.7万股 | $130.4万 | 2.7万股 | 00.00% | 持仓不变 |
| SSTELLUS CAP INVT CORP COMSCM |
| 0.38% | — | $112.6万 | 13.4万股 | $0 | 0股 | +13.4万股 | 新买入 |
 宝洁PG |
| 0.38% | 0.48% | $111.6万 | 7,610股 | $111.4万 | 7,710股 | -100股-1.30% | 减仓 |
 赛莱默XYL |
| 0.37% | 0.49% | $107.0万 | 9,050股 | $113.5万 | 9,495股 | -445股-4.69% | 减仓 |
| EENERGY TRANSFER L PET |
| 0.26% | 0.33% | $76.5万 | 4.0万股 | $77.2万 | 4.0万股 | 00.00% | 持仓不变 |
 CORTEVA COMCTVA |
| 0.25% | 0.31% | $73.4万 | 8,663股 | $72.5万 | 8,663股 | 00.00% | 持仓不变 |
 黑石集团BX |
| 0.22% | 0.27% | $64.8万 | 5,510股 | $63.4万 | 5,510股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.2% | 0.21% | $59.0万 | 1,650股 | $47.4万 | 1,650股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.2% | 0.2% | $58.3万 | 1,650股 | $47.3万 | 1,650股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.13% | 0.14% | $37.0万 | 1,280股 | $32.5万 | 1,280股 | 00.00% | 持仓不变 |
 DOW COMDOW |
| 0.12% | 0.23% | $35.6万 | 1.3万股 | $54.2万 | 1.3万股 | 00.00% | 持仓不变 |
 ARES CAPITALARCC |
| 0.12% | 0.14% | $34.3万 | 1.9万股 | $33.3万 | 1.9万股 | 00.00% | 持仓不变 |
 AMD超威AMD |
| 0.1% | — | $29.0万 | 500股 | $0 | 0股 | +500股 | 新买入 |
