| GGRANITE CONSTRSPHB |
| 14.76% | 12.56% | $2,094.3万 | 13.2万股 | $1,588.2万 | 13.2万股 | 00.00% | 持仓不变 |
 CASELLA WASTE SYSCWST |
| 12.95% | 10.38% | $1,837.8万 | 19.0万股 | $1,312.2万 | 16.5万股 | +2.4万股+14.60% | 加仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 9.46% | 8.75% | $1,342.0万 | 6.7万股 | $1,106.2万 | 5.3万股 | +1.4万股+25.77% | 加仓 |
 VistraVST |
| 9.1% | 8.22% | $1,291.9万 | 8.1万股 | $1,038.4万 | 6.9万股 | +1.2万股+17.90% | 加仓 |
| CCENTURICTRI |
| 8.56% | 6.6% | $1,214.8万 | 40.2万股 | $834.6万 | 28.6万股 | +11.6万股+40.60% | 加仓 |
 CLEAN HARBORSCLH |
| 8.4% | 10.46% | $1,192.5万 | 4.0万股 | $1,322.3万 | 4.6万股 | -6,198股-13.44% | 减仓 |
| SSOLARIS ENERGY INFRASSEI |
| 8.33% | 5.37% | $1,182.0万 | 14.7万股 | $679.3万 | 12.0万股 | +2.7万股+22.21% | 加仓 |
 安费诺APH |
| 8.07% | — | $1,145.6万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 GFL ENVIRONMENTALGFL |
| 6.9% | 10.54% | $979.3万 | 26.6万股 | $1,332.0万 | 31.9万股 | -5.3万股-16.63% | 减仓 |
| SSECURE WASTE INFRASTRUCTU CORPSECYF |
| 5.52% | 6.23% | $783.2万 | 50.2万股 | $786.9万 | 50.2万股 | 00.00% | 持仓不变 |
 EAGLE MATLSEXP |
| 3.56% | 5.59% | $505.4万 | 2.2万股 | $707.1万 | 3.7万股 | -1.5万股-39.81% | 减仓 |
| AARCELORMITTAL SA LUXEMBOURG NY REGISTRY SHMT |
| 2.71% | 2.86% | $385.1万 | 6.4万股 | $361.2万 | 6.9万股 | -5,540股-7.97% | 减仓 |
| AAts Corporation. Ordinary SharesATS |
| 1.68% | — | $239.1万 | 8.3万股 | $0 | 0股 | +8.3万股 | 新买入 |
