CIK: 0001767989
申报总市值
US$3.9亿
仅显示前 200 大持股（共 1275 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 | SCI | Service CORP International | 股票-周期性消费 | — | — | +40.00% | |
| 2 | CR | Crane Co | 股票-工业 | — | — | +200.00% | |
| 3 | LOPE | Grand Canyon Education INC | 股票-非周期性消费 | — | — | +200.00% | |
| 4 | SOFI | Sofi Technologies INC | 股票-金融 | — | — | +24.00% | |
| 5 | TXRH | Texas Roadhouse INC | 股票-周期性消费 | — | — | +50.00% | |
| 6 | TSN | Tyson Foods Inc-cl A | 股票-非周期性消费 | — | — | +100.00% | |
| 7 | MTG | Mgic Investment CORP | 股票-金融 | — | — | +185.71% | |
| 8 | WCC | Wesco International INC | 股票-工业 | — | — | +50.00% | |
| 9 | DTM | Dt Midstream INC | 股票-能源 | — | — | +66.67% | |
| 10 | RL | Ralph Lauren CORP | 股票-周期性消费 | — | — | — | |
| 11 | RPM | Rpm International INC | 股票-原材料 | — | — | +66.67% | |
| 12 | DOX | Amdocs Limited | 股票-科技 | — | — | +100.00% | |
| 13 | ZBH | Zimmer Biomet Holdings INC | 股票-医疗保健 | — | — | +50.00% | |
| 14 | PCTY | Paylocity Holding CORP | 股票-科技 | — | — | +200.00% | |
| 15 | CNM | Core & Main Inc-class A | 股票-工业 | — | — | +200.00% | |
| 16 | JKHY | Jack Henry & Associates INC | 股票-科技 | — | — | +50.00% | |
| 17 | EVR | Evercore INC - A | 股票-金融 | — | — | +100.00% | |
| 18 | EAT | Brinker International INC | 股票-周期性消费 | — | — | +200.00% | |
| 19 | HLI | Houlihan Lokey INC | 股票-金融 | — | — | +50.00% | |
| 20 | BSY | Bentley Systems Inc-class B | 股票-科技 | — | — | +100.00% | |
| 21 | SEIC | Sei Investments Company | 股票-金融 | — | — | +100.00% | |
| 22 | KMX | Carmax INC | 股票-周期性消费 | — | — | +100.00% | |
| 23 | EPAM | Epam Systems INC | 股票-科技 | — | — | +200.00% | |
| 24 | AVY | Avery Dennison CORP | 股票-周期性消费 | — | — | +50.00% | |
| 25 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | — | — | — | |
| 26 | SLM | Slm CORP | 股票-金融 | — | — | +77.78% | |
| 27 | LYB | LyondellBasell Industries N.V. | 股票-原材料 | — | — | -18.18% | |
| 28 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | — | — | +66.67% | |
| 29 | LKQ | Lkq CORP | 股票-周期性消费 | — | — | +75.00% | |
| 30 | NXST | Nexstar Media Group INC | 股票-通信服务 | — | — | +50.00% | |
| 31 | SF | Stifel Financial CORP | 股票-金融 | — | — | +66.67% | |
| 32 | HEI-A | Heico Corp-class A | 股票-其他 | — | — | — | |
| 33 | DKNG | Draftkings Inc-cl A | 股票-周期性消费 | — | — | +200.00% | |
| 34 | CORT | Corcept Therapeutics INC | 股票-医疗保健 | — | — | +250.00% | |
| 35 | HSIC | Henry Schein INC | 股票-医疗保健 | — | — | +133.33% | |
| 36 | AM | Antero Midstream CORP | 股票-能源 | — | — | +170.00% | |
| 37 | THG | Hanover Insurance Group Inc/ | 股票-金融 | — | — | +200.00% | |
| 38 | ARW | Arrow Electronics INC | 股票-科技 | — | — | +100.00% | |
| 39 | CACC | Credit Acceptance CORP | 股票-其他 | — | — | — | |
| 40 | URBN | Urban Outfitters INC | 股票-周期性消费 | — | — | +75.00% | |
| 41 | BEN | Franklin Resources INC | 股票-金融 | — | — | — | |
| 42 | NTRA | Natera INC | 股票-医疗保健 | — | — | +50.00% | |
| 43 | SPXC | Spx Technologies INC | 股票-工业 | — | — | +200.00% | |
| 44 | NBIX | Neurocrine Biosciences INC | 股票-医疗保健 | — | — | +100.00% | |
| 45 | VOYA | Voya Financial INC | 股票-金融 | — | — | +133.33% | |
| 46 | FSLR | First Solar INC | 股票-科技 | — | — | — | |
| 47 | HRB | H&r Block INC | 股票-周期性消费 | — | — | +200.00% | |
| 48 | TTC | Toro Co | 股票-工业 | — | — | +133.33% | |
| 49 | WTFC | Wintrust Financial CORP | 股票-金融 | — | — | +100.00% | |
| 50 | BMRN | Biomarin Pharmaceutical INC | 股票-医疗保健 | — | — | +125.00% |