 新思科技SNPS |
| 9.39% | 9.05% | $2,305.2万 | 5.2万股 | $2,049.0万 | 5.2万股 | 00.00% | 持仓不变 |
| WWILLIS TOWERS WATSONWTW |
| 7.37% | 8.89% | $1,809.6万 | 6.9万股 | $2,012.6万 | 6.9万股 | 00.00% | 持仓不变 |
| CCOVISTACVSA |
| 6.39% | 6.4% | $1,567.7万 | 12.6万股 | $1,449.4万 | 12.6万股 | 00.00% | 持仓不变 |
 MGIC INVT WISMTG |
| 5.04% | 5.09% | $1,238.0万 | 43.9万股 | $1,152.4万 | 43.9万股 | 00.00% | 持仓不变 |
| UUNIVERSAL HLTH SVCSUHS |
| 3.94% | 5.14% | $967.4万 | 6.5万股 | $1,164.4万 | 6.5万股 | 00.00% | 持仓不变 |
| IIPG PHOTONICSIPGP |
| 3.7% | 3.92% | $909.2万 | 7.8万股 | $888.1万 | 7.8万股 | 00.00% | 持仓不变 |
 UNITED RENTALSURI |
| 3.69% | 2.57% | $906.3万 | 8,000股 | $582.8万 | 8,000股 | 00.00% | 持仓不变 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 3.68% | 3.17% | $903.9万 | 3.4万股 | $717.9万 | 3.4万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 3.45% | 3.04% | $848.0万 | 2.4万股 | $688.5万 | 2.4万股 | 00.00% | 持仓不变 |
 LumentumLITE |
| 3.32% | 2.95% | $815.2万 | 9,500股 | $667.6万 | 9,500股 | 00.00% | 持仓不变 |
 达登饭店DRI |
| 2.94% | 3.03% | $721.0万 | 3.5万股 | $686.1万 | 3.5万股 | 00.00% | 持仓不变 |
| IiShares安硕信托EEM |
| 2.79% | 2.51% | $684.1万 | 10.0万股 | $567.9万 | 10.0万股 | 00.00% | 持仓不变 |
 甲骨文ORCL |
| 2.27% | 2.47% | $556.9万 | 3.8万股 | $559.0万 | 3.8万股 | 00.00% | 持仓不变 |
 相干公司COHR |
| 2.17% | 1.42% | $532.5万 | 1.4万股 | $321.6万 | 1.4万股 | 00.00% | 持仓不变 |
 EOG资源EOG |
| 2.06% | 2.48% | $504.5万 | 3.9万股 | $562.2万 | 3.9万股 | 00.00% | 持仓不变 |
 RADIANRDN |
| 2% | 1.9% | $491.1万 | 13.0万股 | $431.3万 | 13.0万股 | 00.00% | 持仓不变 |
 林德LIN |
| 1.9% | 1.97% | $467.0万 | 9,000股 | $446.2万 | 9,000股 | 00.00% | 持仓不变 |
 优步UBER |
| 1.84% | 1.99% | $451.6万 | 6.3万股 | $450.1万 | 6.3万股 | 00.00% | 持仓不变 |
 罗克韦尔自动化ROK |
| 1.82% | 1.43% | $445.6万 | 9,000股 | $323.0万 | 9,000股 | 00.00% | 持仓不变 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 1.73% | 2.04% | $424.5万 | 3.2万股 | $461.4万 | 3.2万股 | 00.00% | 持仓不变 |
 CARRIER GLOBALCARR |
| 1.57% | 1.3% | $384.4万 | 5.2万股 | $295.1万 | 5.2万股 | 00.00% | 持仓不变 |
 TIMBERLAND BANCORP INC COMTSBK |
| 1.48% | 1.41% | $362.6万 | 8.1万股 | $319.0万 | 8.1万股 | 00.00% | 持仓不变 |
 ROSS STORES COMROST |
| 1.47% | 1.63% | $361.8万 | 1.7万股 | $368.3万 | 1.7万股 | 00.00% | 持仓不变 |
| PPTC COMPTC |
| 1.44% | 1.96% | $353.3万 | 3.1万股 | $443.1万 | 3.1万股 | 00.00% | 持仓不变 |
| RROGERSROG |
| 1.36% | 0.97% | $334.9万 | 2.0万股 | $219.6万 | 2.0万股 | 00.00% | 持仓不变 |
 阿卡迈AKAM |
| 1.33% | 1.4% | $327.4万 | 2.8万股 | $318.1万 | 2.8万股 | 00.00% | 持仓不变 |
 RYMAN HOSPITALITY PPTYSRHP |
| 1.31% | 1.02% | $321.4万 | 2.5万股 | $230.7万 | 2.5万股 | 00.00% | 持仓不变 |
 REPUBLIC SVCSRSG |
| 1.3% | 1.45% | $319.6万 | 1.5万股 | $328.5万 | 1.5万股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 1.15% | 1.07% | $281.2万 | 1.0万股 | $242.4万 | 1.0万股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 0.98% | 0.94% | $239.4万 | 8,800股 | $213.5万 | 8,800股 | 00.00% | 持仓不变 |
| CCACI国际CACI |
| 0.94% | 1.2% | $231.6万 | 5,000股 | $271.9万 | 5,000股 | 00.00% | 持仓不变 |
 VertivVRT |
| 0.82% | 0.66% | $200.9万 | 6,000股 | $150.3万 | 6,000股 | 00.00% | 持仓不变 |
 NORFOLK SOUTHN COMNSC |
| 0.77% | 0.76% | $188.8万 | 6,000股 | $172.2万 | 6,000股 | 00.00% | 持仓不变 |
 华纳兄弟探索WBD |
| 0.76% | 0.85% | $186.1万 | 7.0万股 | $191.7万 | 7.0万股 | 00.00% | 持仓不变 |
 CVS健康CVS |
| 0.75% | 0.56% | $183.9万 | 1.8万股 | $127.6万 | 1.8万股 | 00.00% | 持仓不变 |
 EAGLE MATLSEXP |
| 0.73% | 0.67% | $180.0万 | 8,000股 | $151.6万 | 8,000股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.73% | 0.52% | $179.6万 | 6,026股 | $117.0万 | 6,026股 | 00.00% | 持仓不变 |
 VERISK ANALYTICS COMVRSK |
| 0.62% | 0.71% | $152.6万 | 8,500股 | $161.3万 | 8,500股 | 00.00% | 持仓不变 |
 阿斯利康AZN |
| 0.58% | 0.65% | $142.2万 | 7,500股 | $147.9万 | 7,500股 | 00.00% | 持仓不变 |
| GGILEAD SCIENCES COMGILD |
| 0.51% | 0.62% | $126.3万 | 1.0万股 | $139.4万 | 1.0万股 | 00.00% | 持仓不变 |
 福泰制药VRTX |
| 0.51% | 0.49% | $124.2万 | 2,500股 | $111.6万 | 2,500股 | 00.00% | 持仓不变 |
 标普全球SPGI |
| 0.47% | 0.56% | $115.6万 | 3,000股 | $127.6万 | 3,000股 | 00.00% | 持仓不变 |
 CHARTER COMMUNICATIONSCHTR |
| 0.44% | 0.72% | $107.5万 | 7,559股 | $163.2万 | 7,559股 | 00.00% | 持仓不变 |
 ZscalerZS |
| 0.43% | 0.28% | $105.9万 | 7,500股 | $63.1万 | 4,500股 | +3,000股+66.67% | 加仓 |
 亚马逊AMZN |
| 0.36% | 0.34% | $88.7万 | 3,720股 | $77.5万 | 3,720股 | 00.00% | 持仓不变 |
| B伯乐生命医学BIO |
| 0.36% | 0.37% | $88.1万 | 3,000股 | $83.6万 | 3,000股 | 00.00% | 持仓不变 |
 沃特世WAT |
| 0.36% | 0.31% | $87.7万 | 2,338股 | $69.6万 | 2,338股 | 00.00% | 持仓不变 |
 艺电EA |
| 0.33% | 0.36% | $82.0万 | 4,000股 | $81.5万 | 4,000股 | 00.00% | 持仓不变 |
 雷神技术RTX |
| 0.32% | 0.35% | $78.3万 | 4,127股 | $79.6万 | 4,127股 | 00.00% | 持仓不变 |
 CrowdStrikeCRWD |
| 0.31% | 0.17% | $76.3万 | 1,000股 | $39.0万 | 1,000股 | 00.00% | 持仓不变 |
