| SSANDISK COMSNDK |
| 6.38% | 4.47% | $1,284.2万 | 5,648股 | $595.9万 | 9,379股 | -3,731股-39.78% | 减仓 |
 西部数据WDC |
| 4.65% | 4.05% | $937.1万 | 1.5万股 | $539.6万 | 2.0万股 | -5,277股-26.45% | 减仓 |
 希捷STX |
| 4.55% | 3.48% | $917.1万 | 9,503股 | $464.0万 | 1.2万股 | -2,342股-19.77% | 减仓 |
 美光科技MU |
| 4.34% | 1.69% | $873.8万 | 7,570股 | $225.3万 | 6,669股 | +901股+13.51% | 加仓 |
 CienaCIEN |
| 4.14% | 4.93% | $834.0万 | 1.7万股 | $657.0万 | 1.7万股 | +77股+0.45% | 加仓 |
 LumentumLITE |
| 3.98% | 5.95% | $802.4万 | 9,351股 | $793.1万 | 1.1万股 | -1,934股-17.14% | 减仓 |
 Bloom EnergyBE |
| 3.09% | 1.92% | $621.5万 | 2.1万股 | $256.3万 | 1.9万股 | +1,617股+8.55% | 加仓 |
 康宁GLW |
| 2.68% | 1.68% | $539.6万 | 2.1万股 | $223.5万 | 1.6万股 | +4,689股+28.53% | 加仓 |
 泛林集团LRCX |
| 2.65% | 1.42% | $533.1万 | 1.2万股 | $189.2万 | 8,855股 | +3,448股+38.94% | 加仓 |
| DDIGITALOCEANDOCN |
| 2.53% | — | $510.2万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| TTERADYNETER |
| 2.36% | 1.42% | $475.6万 | 9,830股 | $189.4万 | 6,389股 | +3,441股+53.86% | 加仓 |
| MMASTECMTZ |
| 2.29% | 2.44% | $461.0万 | 1.1万股 | $325.2万 | 1.0万股 | +972股+9.62% | 加仓 |
 GE VernovaGEV |
| 2.27% | 2.54% | $457.6万 | 3,895股 | $338.3万 | 3,876股 | +19股+0.49% | 加仓 |
 相干公司COHR |
| 2.08% | 1.3% | $419.7万 | 1.1万股 | $173.1万 | 7,267股 | +3,373股+46.42% | 加仓 |
 卡特彼勒CAT |
| 2.01% | 1.02% | $405.2万 | 3,805股 | $136.4万 | 1,925股 | +1,880股+97.66% | 加仓 |
 VertivVRT |
| 1.86% | 1.03% | $374.2万 | 1.1万股 | $138.0万 | 5,509股 | +5,667股+102.87% | 加仓 |
| SSOLAREDGE TECHNOLOGIESSEDG |
| 1.85% | 1.63% | $372.5万 | 6.4万股 | $217.3万 | 4.3万股 | +2.1万股+49.73% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 1.83% | 2.2% | $367.7万 | 1.4万股 | $293.9万 | 1.3万股 | +923股+7.24% | 加仓 |
| 110X GENOMICSTXG |
| 1.81% | — | $364.5万 | 9.5万股 | $0 | 0股 | +9.5万股 | 新买入 |
| LLEGENCELGN |
| 1.75% | — | $351.7万 | 4.1万股 | $0 | 0股 | +4.1万股 | 新买入 |
 应用材料AMAT |
| 1.69% | — | $340.7万 | 4,712股 | $0 | 0股 | +4,712股 | 新买入 |
 NVENT ELECTRICNVT |
| 1.69% | 1.07% | $340.4万 | 2.0万股 | $142.5万 | 1.2万股 | +8,026股+66.64% | 加仓 |
 AMD超威AMD |
| 1.6% | 0.7% | $321.7万 | 5,538股 | $93.3万 | 4,584股 | +954股+20.81% | 加仓 |
| NNextPowerNXT |
| 1.53% | 2.3% | $309.1万 | 2.6万股 | $306.7万 | 2.5万股 | +505股+1.99% | 加仓 |
 康明斯CMI |
| 1.51% | 0.82% | $304.8万 | 4,273股 | $109.7万 | 2,039股 | +2,234股+109.56% | 加仓 |
 TapestryTPR |
| 1.51% | 2.1% | $303.3万 | 2.1万股 | $280.1万 | 2.0万股 | +868股+4.37% | 加仓 |
 TECHNIPFMC COMFTI |
| 1.47% | 1.9% | $296.9万 | 4.5万股 | $253.9万 | 3.7万股 | +8,059股+21.94% | 加仓 |
| MMKSMKSI |
| 1.22% | — | $246.6万 | 5,543股 | $0 | 0股 | +5,543股 | 新买入 |
| C花旗集团C |
| 1.19% | 0.86% | $239.2万 | 1.7万股 | $115.1万 | 1.0万股 | +6,948股+68.49% | 加仓 |
 CASEYS GEN STORESCASY |
| 1.14% | 1.34% | $228.8万 | 2,879股 | $178.5万 | 2,453股 | +426股+17.37% | 加仓 |
 礼来LLY |
| 1.13% | 1.49% | $228.5万 | 1,905股 | $198.1万 | 2,154股 | -249股-11.56% | 减仓 |
| OONTO INNOVATIONONTO |
| 1.09% | — | $220.1万 | 5,816股 | $0 | 0股 | +5,816股 | 新买入 |
| AATIATI |
| 1.08% | — | $218.3万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 TIMKENTKR |
| 1.02% | — | $205.2万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| HHUT 8HUT |
| 1.01% | — | $203.7万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 Guardant HealthGH |
| 0.98% | — | $196.4万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.95% | 0.58% | $191.6万 | 1.6万股 | $76.9万 | 8,242股 | +7,539股+91.47% | 加仓 |
| MMACOM TECH SOLUTIONS IMTSI |
| 0.94% | — | $190.0万 | 4,994股 | $0 | 0股 | +4,994股 | 新买入 |
| DDYCOM INDSDY |
| 0.93% | 0.45% | $187.9万 | 3,716股 | $60.1万 | 1,775股 | +1,941股+109.35% | 加仓 |
| B纽约梅隆银行BK |
| 0.91% | 1.1% | $183.9万 | 1.3万股 | $147.2万 | 1.2万股 | +309股+2.49% | 加仓 |
 DT MIDSTREAM COMMON STOCKDTM |
| 0.91% | 0.71% | $183.7万 | 1.3万股 | $94.5万 | 7,021股 | +5,498股+78.31% | 加仓 |
 CREDICORPBAP |
| 0.88% | 0.97% | $176.4万 | 4,528股 | $128.8万 | 3,797股 | +731股+19.25% | 加仓 |
 PALO ALTOPANW |
| 0.79% | — | $158.6万 | 4,652股 | $0 | 0股 | +4,652股 | 新买入 |
| RRBC BEARINGSRBC |
| 0.76% | 0.92% | $153.9万 | 2,390股 | $122.1万 | 2,249股 | +141股+6.27% | 加仓 |
 钢铁动力STLD |
| 0.76% | — | $153.1万 | 6,672股 | $0 | 0股 | +6,672股 | 新买入 |
 ROSS STORES COMROST |
| 0.75% | 0.64% | $151.0万 | 7,095股 | $84.7万 | 3,911股 | +3,184股+81.41% | 加仓 |
 WESCO INTLWCC |
| 0.75% | 0.77% | $150.8万 | 4,366股 | $102.3万 | 3,737股 | +629股+16.83% | 加仓 |
 QUANTA SVCSPWR |
| 0.74% | 0.65% | $149.3万 | 2,074股 | $86.3万 | 1,572股 | +502股+31.93% | 加仓 |
 强生JNJ |
| 0.65% | 0.97% | $130.4万 | 5,136股 | $129.0万 | 5,276股 | -140股-2.65% | 减仓 |
 VIKING ORD SHSVIK |
| 0.63% | — | $126.0万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
