CIK: 0001483859
申报总市值
US$37.6亿
仅显示前 200 大持股（共 258 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CLH | Clean Harbors INC | 股票-工业 | 2.79% | — | +19.99% | |
| 2 | HEI-A | Heico Corp-class A | 股票-其他 | 2.21% | — | +0.40% | |
| 3 | CDNS | Cadence Design Sys INC | 股票-科技 | 2.06% | — | -1.23% | |
| 4 | LPLA | Lpl Financial Holdings INC | 股票-金融 | 2.00% | — | +0.46% | |
| 5 | WWW | Wolverine World Wide INC | 股票-其他 | 1.95% | — | -34.22% | |
| 6 | CRI | Carter's INC | 股票-其他 | 1.91% | — | -32.50% | |
| 7 | ✓ | Solarwinds INC | 股票-其他 | 1.90% | — | -8.49% | |
| 8 | ✓ | 股票-其他 | 1.88% | — | +15.20% | ||
| 9 | SERVUSD | Servicemaster Global Holding | 股票-其他 | 1.76% | — | -5.91% | |
| 10 | ✓ | Corporate Executive Brd Co | 股票-其他 | 1.72% | — | -9.37% | |
| 11 | NCMIEUR | National Cinemedia INC | 股票-其他 | 1.71% | — | +5.88% | |
| 12 | ST | Sensata Technologies Holding plc | 股票-科技 | 1.64% | — | -25.93% | |
| 13 | SBH | Sally Beauty Holdings INC | 股票-其他 | 1.49% | -0.31% | EXIT | |
| 14 | RNET | Rignet INC | 股票-其他 | 1.49% | — | +19.06% | |
| 15 | ✓ | Endologix INC | 股票-其他 | 1.39% | — | +10.37% | |
| 16 | MSM | Msc Industrial Direct Co-a | 股票-工业 | 1.37% | — | +103.63% | |
| 17 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.36% | — | -50.45% | |
| 18 | ✓ | Tumi Hldgs INC | 股票-其他 | 1.34% | — | -18.71% | |
| 19 | TRMB | Trimble INC | 股票-科技 | 1.32% | -0.05% | +58.59% | |
| 20 | IT | Gartner INC | 股票-科技 | 1.29% | — | -15.01% | |
| 21 | SSYS | Stratasys Ltd. | 股票-其他 | 1.24% | — | +145.72% | |
| 22 | PBH | Prestige Consumer Healthcare | 股票-医疗保健 | 1.21% | — | -35.19% | |
| 23 | WCC | Wesco International INC | 股票-工业 | 1.13% | — | +35.36% | |
| 24 | LKQ | Lkq CORP | 股票-周期性消费 | 1.13% | — | +140.85% | |
| 25 | ✓ | Bank Of THE Ozarks | 股票-其他 | 1.12% | — | +14.27% | |
| 26 | DNKN | Dunkin' Brands Group INC | 股票-其他 | 1.09% | — | +20.29% | |
| 27 | MNRO | Monro INC | 股票-其他 | 1.04% | — | -22.64% | |
| 28 | FIVE | Five Below | 股票-周期性消费 | 1.03% | — | +28.82% | |
| 29 | TNC | Tennant Co | 股票-其他 | 1.03% | — | -12.53% | |
| 30 | EEFT | Euronet Worldwide INC | 股票-科技 | 1.01% | -0.12% | +5.48% | |
| 31 | WT | Wisdomtree INC | 股票-其他 | 0.98% | — | +18.16% | |
| 32 | WWD | Woodward INC | 股票-工业 | 0.98% | — | +3.42% | |
| 33 | EXPD | Expeditors Intl Wash INC | 股票-工业 | 0.95% | — | -20.20% | |
| 34 | ✓ | Roadrunner Trnsn Svcs Hldg I | 股票-其他 | 0.92% | — | -20.78% | |
| 35 | ✓ | Polypore Intl INC | 股票-其他 | 0.91% | — | -19.39% | |
| 36 | COO | The Cooper Companies, Inc. | 股票-医疗保健 | 0.90% | — | +1.17% | |
| 37 | KMT | Kennametal INC | 股票-其他 | 0.90% | — | +18.34% | |
| 38 | RBAGBP | Ritchie Bros Auctioneers | 股票-其他 | 0.89% | — | -33.22% | |
| 39 | TNET | Trinet Group INC | 股票-其他 | 0.89% | -0.27% | +6.38% | |
| 40 | HB6 | Hibbett INC | 股票-其他 | 0.89% | — | +5.65% | |
| 41 | PRLB | Proto Labs INC | 股票-其他 | 0.87% | — | +15.06% | |
| 42 | HTLD | Heartland Express INC | 股票-其他 | 0.82% | — | +14.67% | |
| 43 | CLB | Core Laboratories Inc. | 股票-其他 | 0.82% | — | +141.29% | |
| 44 | LNG | Cheniere Energy INC | 股票-能源 | 0.80% | — | -0.71% | |
| 45 | KEX | Kirby CORP | 股票-工业 | 0.79% | — | +48.84% | |
| 46 | NBIX | Neurocrine Biosciences INC | 股票-医疗保健 | 0.78% | — | -48.33% | |
| 47 | ✓ | Dsw INC | 股票-其他 | 0.77% | — | -11.70% | |
| 48 | EWBC | East West Bancorp INC | 股票-金融 | 0.76% | — | -28.53% | |
| 49 | ✓ | Financial Engines INC Com | 股票-其他 | 0.76% | — | +7.14% | |
| 50 | ✓ | Valsparcom | 股票-其他 | 0.73% | — | -37.27% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CLH | Clean Harbors INC | +0.8% | +19.99% | 加仓 |
| 2 | LKQ | Lkq CORP | +0.6% | +140.85% | 加仓 |
| 3 | MSM | Msc Industrial Direct Co-a | +0.6% | +103.63% | 加仓 |
| 4 | SSYS | Stratasys Ltd. | +0.5% | +145.72% | 加仓 |
| 5 | TRMB | Trimble INC | +0.5% | +58.59% | 加仓 |
| 6 | ✓ | Dealertrack Technologies INC | +0.4% | +8986.32% | 加仓 |
| 7 | CLB | Core Laboratories Inc. | +0.4% | +141.29% | 加仓 |
| 8 | ✓ | Ldr Hldg CORP | +0.4% | +1702.35% | 加仓 |
| 9 | WT | Wisdomtree INC | +0.4% | +18.16% | 加仓 |
| 10 | MSFT | Microsoft CORP | +0.3% | +471.21% | 加仓 |
| 11 | SERVUSD | Servicemaster Global Holding | +0.3% | -5.91% | 减仓 |
| 12 | DNKN | Dunkin' Brands Group INC | +0.3% | +20.29% | 加仓 |
| 13 | ✓ | +0.3% | +15.20% | 加仓 | |
| 14 | ✓ | Endologix INC | +0.3% | +10.37% | 加仓 |
| 15 | WCC | Wesco International INC | +0.2% | +35.36% | 加仓 |
| 16 | KEX | Kirby CORP | +0.2% | +48.84% | 加仓 |
| 17 | ✓ | Athenahealth INC | -0.2% | -23.53% | 减仓 |
| 18 | DFRG | Del Frisco's Restaurant Grou | -0.2% | -70.50% | 减仓 |
| 19 | ✓ | Advisory Brd Co | -0.2% | -31.48% | 减仓 |
| 20 | IT | Gartner INC | -0.2% | -15.01% | 减仓 |
| 21 | ECOM1USD | Channeladvisor CORP | -0.2% | +55.43% | 加仓 |
| 22 | AAPL | Apple INC | -0.2% | -53.13% | 减仓 |
| 23 | ✓ | Tumi Hldgs INC | -0.3% | -18.71% | 减仓 |
| 24 | EWBC | East West Bancorp INC | -0.3% | -28.53% | 减仓 |
| 25 | SBH | Sally Beauty Holdings INC | -0.3% | -24.39% | 减仓 |
| 26 | TNC | Tennant Co | -0.3% | -12.53% | 减仓 |
| 27 | RNET | Rignet INC | -0.3% | +19.06% | 加仓 |
| 28 | PBH | Prestige Consumer Healthcare | -0.3% | -35.19% | 减仓 |
| 29 | ST | Sensata Technologies Holding plc | -0.4% | -25.93% | 减仓 |
| 30 | ALNY | Alnylam Pharmaceuticals INC | -0.4% | -93.36% | 减仓 |
| 31 | ✓ | Valsparcom | -0.5% | -37.27% | 减仓 |
| 32 | RBAGBP | Ritchie Bros Auctioneers | -0.5% | -33.22% | 减仓 |
| 33 | CMPR | Cimpress plc | -0.6% | -52.54% | 减仓 |
| 34 | WWW | Wolverine World Wide INC | -0.6% | -34.22% | 减仓 |
| 35 | CRI | Carter's INC | -0.8% | -32.50% | 减仓 |
| 36 | SSNC | Ss&c Technologies Holdings | -1.2% | -50.45% | 减仓 |
| 37 | ✓ | Nps Pharmaceuticals INC | — | EXIT | 清仓 |
| 38 | FWRDUSD | Forward Air CORP | — | NEW | 新建仓 |
| 39 | ALGN | Align Technology INC | — | NEW | 新建仓 |
| 40 | BLKB | Blackbaud INC | — | EXIT | 清仓 |
| 41 | ✓ | Popeyes Louisiana Kitchen INC | — | EXIT | 清仓 |
| 42 | AJG | Arthur J Gallagher & Co | — | EXIT | 清仓 |
| 43 | TPR | Tapestry, Inc. | — | NEW | 新建仓 |
| 44 | GWRUSD | Genesee & Wyoming Inc-cl A | — | EXIT | 清仓 |
| 45 | HUBG | Hub Group Inc-cl A | — | NEW | 新建仓 |
| 46 | SMG | Scotts Miracle-gro Co | — | EXIT | 清仓 |
| 47 | PVH | Pvh CORP | — | EXIT | 清仓 |
| 48 | ORI | Old Republic Intl CORP | — | NEW | 新建仓 |
| 49 | VRSK | Verisk Analytics INC | — | NEW | 新建仓 |
| 50 | NOVEUR | National Oilwell Varco INC | — | EXIT | 清仓 |