CIK: 0001289442
申报总市值
US$5.8亿
| # | 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 | ✓ | Basic Energy Services INC | 股票-其他 | 2.95% | — | +7.70% | |
| 2 | GNRC | Generac Holdings INC | 股票-工业 | 2.42% | — | +21.66% | |
| 3 | ✓ | Web.com Group INC | 股票-其他 | 2.18% | — | -25.60% | |
| 4 | MLKN | Millerknoll INC | 股票-其他 | 2.14% | — | +11.79% | |
| 5 | UBNTEUR | Ubiquiti Networks INC | 股票-其他 | 2.11% | — | -13.88% | |
| 6 | ✓ | Ryland Group INC | 股票-其他 | 2.00% | — | -8.20% | |
| 7 | HN9 | Hanesbrands INC | 股票-其他 | 1.90% | — | -17.33% | |
| 8 | ✓ | Och Ziff Cap Mgmt Group | 股票-其他 | 1.83% | — | -0.04% | |
| 9 | GMED | Globus Medical INC - A | 股票-医疗保健 | 1.79% | — | +104.68% | |
| 10 | ✓ | Salix Pharmaceuticals INC | 股票-其他 | 1.77% | — | -16.78% | |
| 11 | MOV | Movado Group INC | 股票-其他 | 1.71% | — | -3.31% | |
| 12 | ✓ | Integrated Device Technology INC | 股票-其他 | 1.61% | — | -6.48% | |
| 13 | THRM | Gentherm INC | 股票-其他 | 1.59% | — | +12.19% | |
| 14 | BKD | Brookdale Senior Living INC | 股票-其他 | 1.56% | — | -1.51% | |
| 15 | CNS | Cohen & Steers INC | 股票-其他 | 1.54% | — | -0.03% | |
| 16 | ✓ | Susser Holdings CORP | 股票-其他 | 1.50% | — | +15.20% | |
| 17 | ✓ | Penn Virginia CORP | 股票-其他 | 1.47% | — | — | |
| 18 | CAI1USD | Cai International INC | 股票-其他 | 1.44% | — | -0.15% | |
| 19 | ✓ | Wuxi Pharmatech Cayman INC | 股票-其他 | 1.34% | — | -15.11% | |
| 20 | ZD | Ziff Davis INC | 股票-其他 | 1.32% | — | -1.48% | |
| 21 | UFPIEUR | Universal Forest Products | 股票-其他 | 1.31% | — | +36.52% | |
| 22 | ✓ | Imperva INC | 股票-其他 | 1.30% | — | +5.96% | |
| 23 | SAIA | Saia INC | 股票-工业 | 1.25% | — | -0.00% | |
| 24 | ✓ | Dealertrack Technologies INC | 股票-其他 | 1.22% | — | -24.06% | |
| 25 | ALXN | Alexion Pharmaceuticals INC | 股票-其他 | 1.20% | — | -11.47% | |
| 26 | SLCAUSD | US Silica Holdings INC | 股票-其他 | 1.20% | — | +212.89% | |
| 27 | LN5 | Lannett Co INC | 股票-其他 | 1.17% | — | +234.21% | |
| 28 | ✓ | Cyberonics | 股票-其他 | 1.17% | — | -30.85% | |
| 29 | RHI | Robert Half INC | 股票-工业 | 1.16% | — | -0.03% | |
| 30 | ✓ | 股票-其他 | 1.16% | — | -14.62% | ||
| 31 | ✓ | Cumulus Media INC | 股票-其他 | 1.11% | — | +498.61% | |
| 32 | ✓ | Mellanox Technologies LTD | 股票-其他 | 1.08% | — | — | |
| 33 | ✓ | Nps Pharmaceuticals INC | 股票-其他 | 1.07% | — | -11.39% | |
| 34 | ✓ | 股票-其他 | 1.06% | — | — | ||
| 35 | ODFL | Old Dominion Freight Line | 股票-工业 | 1.04% | — | -0.04% | |
| 36 | JAHEUR | Jarden CORP | 股票-其他 | 1.03% | — | -17.99% | |
| 37 | EXP | Eagle Materials INC | 股票-原材料 | 1.03% | — | — | |
| 38 | ✓ | Homeaway INC | 股票-其他 | 1.02% | — | — | |
| 39 | ✓ | Buffalo Wild Wings INC | 股票-其他 | 0.99% | — | -17.94% | |
| 40 | SBNY | Signature Bank | 股票-金融 | 0.96% | — | -12.80% | |
| 41 | BALY | Bally's Corporation | 股票-其他 | 0.93% | — | -45.39% | |
| 42 | TYL | Tyler Technologies INC | 股票-科技 | 0.91% | — | -23.64% | |
| 43 | WDC | Western Digital Corporation | 股票-科技 | 0.91% | -0.42% | EXIT | |
| 44 | ✓ | Sciquest INC New | 股票-其他 | 0.90% | — | +25.81% | |
| 45 | CPRT | Copart INC | 股票-工业 | 0.88% | — | -0.04% | |
| 46 | SF | Stifel Financial CORP | 股票-金融 | 0.84% | — | -55.82% | |
| 47 | JAZZ | Jazz Pharmaceuticals plc | 股票-医疗保健 | 0.83% | — | -71.49% | |
| 48 | ✓ | E2open INC | 股票-其他 | 0.83% | — | -7.23% | |
| 49 | ✓ | Dsw INC | 股票-其他 | 0.83% | — | -54.44% | |
| 50 | MOH | Molina Healthcare INC | 股票-医疗保健 | 0.80% | — | -28.71% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Basic Energy Services INC | +1.6% | +7.70% | 加仓 |
| 2 | GMED | Globus Medical INC - A | +1.2% | +104.68% | 加仓 |
| 3 | ✓ | Cumulus Media INC | +0.9% | +498.61% | 加仓 |
| 4 | SLCAUSD | US Silica Holdings INC | +0.9% | +212.89% | 加仓 |
| 5 | LN5 | Lannett Co INC | +0.9% | +234.21% | 加仓 |
| 6 | GNRC | Generac Holdings INC | +0.8% | +21.66% | 加仓 |
| 7 | THRM | Gentherm INC | +0.7% | +12.19% | 加仓 |
| 8 | UFPIEUR | Universal Forest Products | +0.5% | +36.52% | 加仓 |
| 9 | ✓ | Web.com Group INC | -0.2% | -25.60% | 减仓 |
| 10 | PANW | Palo Alto Networks INC | -0.3% | -46.66% | 减仓 |
| 11 | GE | GE Aerospace | -0.3% | -38.02% | 减仓 |
| 12 | ✓ | Cyberonics | -0.3% | -30.85% | 减仓 |
| 13 | FOE | Ferro CORP | -0.3% | -63.58% | 减仓 |
| 14 | ALKS | Alkermes plc | -0.3% | -63.66% | 减仓 |
| 15 | TYL | Tyler Technologies INC | -0.3% | -23.64% | 减仓 |
| 16 | MELI | Mercadolibre INC | -0.4% | -34.29% | 减仓 |
| 17 | ✓ | Fleetmatics Group PLC | -0.4% | -54.38% | 减仓 |
| 18 | IPGP | Ipg Photonics CORP | -0.4% | -73.98% | 减仓 |
| 19 | ✓ | Corporate Executive Brd Co | -0.5% | -51.17% | 减仓 |
| 20 | COO | The Cooper Companies, Inc. | -0.6% | -73.21% | 减仓 |
| 21 | AVD | American Vanguard CORP | -0.6% | -65.97% | 减仓 |
| 22 | SF | Stifel Financial CORP | -0.7% | -55.82% | 减仓 |
| 23 | BALY | Bally's Corporation | -0.8% | -45.39% | 减仓 |
| 24 | DXPE | Dxp Enterprises INC | -1% | -53.62% | 减仓 |
| 25 | ✓ | Dsw INC | -1% | -54.44% | 减仓 |
| 26 | JAZZ | Jazz Pharmaceuticals plc | -1.5% | -71.49% | 减仓 |
| 27 | ✓ | Invensense INC | — | EXIT | 清仓 |
| 28 | ✓ | Penn Virginia CORP | — | NEW | 新建仓 |
| 29 | KOP | Koppers Holdings INC | — | EXIT | 清仓 |
| 30 | ✓ | Mellanox Technologies LTD | — | NEW | 新建仓 |
| 31 | ✓ | — | NEW | 新建仓 | |
| 32 | ✓ | Infoblox INC | — | EXIT | 清仓 |
| 33 | EXP | Eagle Materials INC | — | NEW | 新建仓 |
| 34 | ✓ | Homeaway INC | — | NEW | 新建仓 |
| 35 | GGG | Graco INC | — | EXIT | 清仓 |
| 36 | KMT | Kennametal INC | — | EXIT | 清仓 |
| 37 | TXMDEUR | Therapeuticsmd INC | — | NEW | 新建仓 |
| 38 | AWI | Armstrong World Industries | — | EXIT | 清仓 |
| 39 | EPAM | Epam Systems INC | — | EXIT | 清仓 |
| 40 | ✓ | Whiting Petroleum Corp. | — | EXIT | 清仓 |
| 41 | ✓ | — | NEW | 新建仓 | |
| 42 | SSI3EUR | Stage Stores INC | — | EXIT | 清仓 |
| 43 | CR1USD | Crane Co | — | EXIT | 清仓 |
| 44 | KSUEUR | Kansas City Southern | — | EXIT | 清仓 |
| 45 | MPWR | Monolithic Power Systems INC | — | NEW | 新建仓 |
| 46 | DWREEUR | Demandware INC | — | NEW | 新建仓 |
| 47 | ✓ | Depomed INC | — | NEW | 新建仓 |
| 48 | ✓ | — | EXIT | 清仓 | |
| 49 | ✓ | Pharmerica CORP | — | NEW | 新建仓 |
| 50 | CTSH | Cognizant Tech Solutions-a | — | EXIT | 清仓 |