| AAT&TT |
| 3.5% | 4.31% | $8,838.1万 | 312.5万股 | $1.05亿 | 461.9万股 | -149.3万股-32.33% | 减仓 |
 固安捷GWW |
| 2.67% | — | $6,760.1万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
 EquinixEQIX |
| 2.36% | 4.17% | $5,965.1万 | 7.3万股 | $1.02亿 | 10.8万股 | -3.5万股-32.21% | 减仓 |
| MMKSMKSI |
| 2.25% | 1.27% | $5,674.8万 | 70.8万股 | $3,102.0万 | 29.7万股 | +41.1万股+138.27% | 加仓 |
 NETFLIXNFLX |
| 2.22% | — | $5,605.3万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
 艾默生电气EMR |
| 2.2% | — | $5,573.3万 | 50.8万股 | $0 | 0股 | +50.8万股 | 新买入 |
 CHARTER COMMUNICATIONSCHTR |
| 2.15% | 2.15% | $5,436.0万 | 14.8万股 | $5,247.7万 | 15.3万股 | -5,593股-3.65% | 减仓 |
 TwilioTWLO |
| 1.93% | 1.18% | $4,885.1万 | 49.9万股 | $2,880.8万 | 26.7万股 | +23.2万股+87.19% | 加仓 |
| AAMBARELLAAMBA |
| 1.8% | 2.32% | $4,552.5万 | 90.5万股 | $5,663.2万 | 77.9万股 | +12.6万股+16.18% | 加仓 |
 KeyCorpKEY |
| 1.79% | 1.76% | $4,534.5万 | 283.6万股 | $4,282.0万 | 249.8万股 | +33.8万股+13.51% | 加仓 |
 财捷INTU |
| 1.76% | 3.5% | $4,453.0万 | 7.3万股 | $8,543.6万 | 13.6万股 | -6.3万股-46.65% | 减仓 |
 艺电EA |
| 1.76% | — | $4,448.8万 | 30.8万股 | $0 | 0股 | +30.8万股 | 新买入 |
 VisaV |
| 1.71% | 1.96% | $4,311.8万 | 12.3万股 | $4,793.4万 | 15.2万股 | -2.9万股-18.88% | 减仓 |
 甲骨文ORCL |
| 1.69% | — | $4,283.2万 | 30.6万股 | $0 | 0股 | +30.6万股 | 新买入 |
| AALLEGRO MICROSYSTEMS COMALGM |
| 1.65% | — | $4,161.0万 | 165.6万股 | $0 | 0股 | +165.6万股 | 新买入 |
 MONGODB CL AMDB |
| 1.58% | 1.44% | $3,994.5万 | 22.8万股 | $3,520.4万 | 15.1万股 | +7.7万股+50.61% | 加仓 |
 INGERSOLL RAND COMIR |
| 1.5% | — | $3,789.8万 | 47.4万股 | $0 | 0股 | +47.4万股 | 新买入 |
 亚马逊AMZN |
| 1.5% | 0.86% | $3,788.8万 | 19.9万股 | $2,109.7万 | 9.6万股 | +10.3万股+107.09% | 加仓 |
| GGUIDEWIRE SOFTWAREGWRE |
| 1.48% | 1.56% | $3,729.6万 | 19.9万股 | $3,809.9万 | 22.6万股 | -2.7万股-11.92% | 减仓 |
 FORTIVE COMFTV |
| 1.47% | — | $3,718.1万 | 50.8万股 | $0 | 0股 | +50.8万股 | 新买入 |
 泛林集团LRCX |
| 1.46% | — | $3,678.5万 | 50.6万股 | $0 | 0股 | +50.6万股 | 新买入 |
 WorkdayWDAY |
| 1.37% | 0.1% | $3,460.2万 | 14.8万股 | $250.5万 | 9,708股 | +13.8万股+1,426.25% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.34% | — | $3,387.7万 | 19.6万股 | $0 | 0股 | +19.6万股 | 新买入 |
 COMERICARIO |
| 1.3% | — | $3,286.4万 | 55.6万股 | $0 | 0股 | +55.6万股 | 新买入 |
 江森自控JCI |
| 1.27% | — | $3,205.3万 | 40.0万股 | $0 | 0股 | +40.0万股 | 新买入 |
 FIRST HORIZONFHN |
| 1.25% | 1.71% | $3,163.8万 | 162.9万股 | $4,168.7万 | 207.0万股 | -44.1万股-21.29% | 减仓 |
 EquifaxEFX |
| 1.25% | 0.53% | $3,152.3万 | 12.9万股 | $1,302.5万 | 5.1万股 | +7.8万股+153.24% | 加仓 |
| AATLASSIAN CL ATEAM |
| 1.2% | 1.56% | $3,032.1万 | 14.3万股 | $3,796.3万 | 15.6万股 | -1.3万股-8.40% | 减仓 |
 威瑞信VRSN |
| 1.16% | 1.43% | $2,925.9万 | 11.5万股 | $3,481.7万 | 16.8万股 | -5.3万股-31.49% | 减仓 |
 芝加哥商品交易所CME |
| 1.14% | 2.62% | $2,884.3万 | 10.9万股 | $6,382.1万 | 27.5万股 | -16.6万股-60.44% | 减仓 |
 CloudflareNET |
| 1.14% | 0.6% | $2,869.6万 | 25.5万股 | $1,465.2万 | 13.6万股 | +11.9万股+87.14% | 加仓 |
 应用材料AMAT |
| 1.12% | — | $2,830.3万 | 19.5万股 | $0 | 0股 | +19.5万股 | 新买入 |
 DraftKingsDKNG |
| 1.08% | 0.17% | $2,733.6万 | 82.3万股 | $413.9万 | 11.1万股 | +71.2万股+639.74% | 加仓 |
 HubSpotHUBS |
| 1.06% | 1.13% | $2,682.2万 | 4.7万股 | $2,754.7万 | 4.0万股 | +7,415股+18.76% | 加仓 |
 摩根士丹利MS |
| 1.03% | — | $2,607.5万 | 22.3万股 | $0 | 0股 | +22.3万股 | 新买入 |
 YUM BRANDS COMYUM |
| 1.03% | — | $2,591.7万 | 16.5万股 | $0 | 0股 | +16.5万股 | 新买入 |
 SBA通信SBAC |
| 1.02% | 0.64% | $2,577.8万 | 11.7万股 | $1,553.4万 | 7.6万股 | +4.1万股+53.71% | 加仓 |
 VertivVRT |
| 1.01% | — | $2,560.2万 | 35.5万股 | $0 | 0股 | +35.5万股 | 新买入 |
 AFFIRM COM CL AAFRM |
| 1.01% | 1.2% | $2,543.7万 | 56.3万股 | $2,922.6万 | 48.0万股 | +8.3万股+17.29% | 加仓 |
 BlockXYZ |
| 0.97% | 3.02% | $2,456.6万 | 45.2万股 | $7,377.4万 | 86.8万股 | -41.6万股-47.91% | 减仓 |
 Old National Bancorp CORP COMMONONB |
| 0.93% | 1.02% | $2,359.9万 | 111.4万股 | $2,481.4万 | 114.3万股 | -3.0万股-2.58% | 减仓 |
| CCACI国际CACI |
| 0.92% | — | $2,328.6万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
 DatadogDDOG |
| 0.91% | — | $2,307.3万 | 23.3万股 | $0 | 0股 | +23.3万股 | 新买入 |
| WWIX COM SHSWIX |
| 0.89% | — | $2,253.0万 | 13.8万股 | $0 | 0股 | +13.8万股 | 新买入 |
 Truist金融TFC |
| 0.89% | 1.41% | $2,249.5万 | 54.7万股 | $3,434.5万 | 79.2万股 | -24.5万股-30.95% | 减仓 |
 摩根大通JPM |
| 0.89% | 1.07% | $2,245.3万 | 9.2万股 | $2,598.8万 | 10.8万股 | -1.7万股-15.57% | 减仓 |
 3M COMMMM |
| 0.81% | — | $2,059.8万 | 14.0万股 | $0 | 0股 | +14.0万股 | 新买入 |
 TKO GROUP HLDGS INC CLASS ATKO |
| 0.8% | 0.32% | $2,010.0万 | 13.2万股 | $772.4万 | 5.4万股 | +7.7万股+142.00% | 加仓 |
| TTyler科技TYL |
| 0.79% | 0.88% | $2,006.1万 | 3.5万股 | $2,146.9万 | 3.7万股 | -2,725股-7.32% | 减仓 |
 康明斯CMI |
| 0.79% | — | $2,004.9万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
