CIK: 0001642274
申报总市值
US$3.7亿
| # | 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 | ✓ | Ldr Hldg CORP | 股票-其他 | 15.34% | — | +2.99% | |
| 2 | FREDQ | Fred's Inc-class A | 股票-其他 | 11.50% | — | +1.75% | |
| 3 | RENT | Rent the Runway, Inc. | 股票-其他 | 10.01% | — | +1.69% | |
| 4 | MRTN | Marten Transport LTD | 股票-其他 | 7.14% | — | +2.05% | |
| 5 | WEN | Wendy's Co/the | 股票-周期性消费 | 6.35% | — | -6.11% | |
| 6 | TWTRUSD | Twitter INC | 股票-其他 | 6.10% | — | +55.93% | |
| 7 | JBHT | Hunt (jb) Transprt Svcs INC | 股票-工业 | 5.14% | +6.13% | — | |
| 8 | ECL | Ecolab INC | 股票-原材料 | 4.76% | — | — | |
| 9 | SSYS | Stratasys Ltd. | 股票-其他 | 3.97% | — | +119.63% | |
| 10 | BH | Biglari Holdings Inc. | 股票-其他 | 3.64% | — | — | |
| 11 | ✓ | Stein Mart Inc | 股票-其他 | 2.98% | — | -29.46% | |
| 12 | HOFT | Hooker Furnishings CORP | 股票-其他 | 2.94% | — | — | |
| 13 | LSTR | Landstar System INC | 股票-工业 | 2.64% | — | +10.42% | |
| 14 | CHUYUSD | Chuy's Holdings INC | 股票-其他 | 2.48% | — | +153.09% | |
| 15 | RAVE | Rave Restaurant Group INC | 股票-其他 | 2.39% | — | +38.75% | |
| 16 | TRN | Trinity Industries INC | 股票-其他 | 2.24% | — | -31.32% | |
| 17 | ✓ | Platform Specialty Prods Cor Com Added | 股票-其他 | 1.88% | — | — | |
| 18 | TUESUSD | Tuesday Morning CORP | 股票-其他 | 1.71% | — | +11.41% | |
| 19 | HWC | Hancock Whitney CORP | 股票-金融 | 1.46% | — | +8.38% | |
| 20 | TAUSD | Travelcenters Of America LLC | 股票-其他 | 0.95% | — | +100.00% | |
| 21 | TRAK | Repositrak INC | 股票-其他 | 0.82% | — | — | |
| 22 | AAPL | Apple INC | 股票-科技 | 0.75% | — | +30.00% | |
| 23 | HSTM | Healthstream INC | 股票-其他 | 0.70% | — | — | |
| 24 | CALY | Callaway Golf Company | 股票-其他 | 0.63% | — | — | |
| 25 | DXYN | Dixie Group INC | 股票-其他 | 0.62% | — | — | |
| 26 | ✓ | Pernix Therapeutics Holdings | 股票-其他 | 0.36% | — | +1.76% | |
| 27 | MIDD | Middleby CORP | 股票-工业 | 0.20% | — | +66.67% | |
| 28 | GLUU | Glu Mobile INC | 股票-其他 | 0.17% | — | — | |
| 29 | RMTIEUR | Rockwell Medical INC | 股票-其他 | 0.15% | — | -62.96% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Ldr Hldg CORP | +2.4% | +2.99% | 加仓 |
| 2 | RENT | Rent the Runway, Inc. | +2% | +1.69% | 加仓 |
| 3 | CHUYUSD | Chuy's Holdings INC | +1.6% | +153.09% | 加仓 |
| 4 | FREDQ | Fred's Inc-class A | +1.3% | +1.75% | 加仓 |
| 5 | SSYS | Stratasys Ltd. | +1.2% | +119.63% | 加仓 |
| 6 | HOFT | Hooker Furnishings CORP | +0.7% | — | 不变 |
| 7 | TWTRUSD | Twitter INC | +0.6% | +55.93% | 加仓 |
| 8 | RAVE | Rave Restaurant Group INC | +0.5% | +38.75% | 加仓 |
| 9 | TAUSD | Travelcenters Of America LLC | +0.4% | +100.00% | 加仓 |
| 10 | LSTR | Landstar System INC | +0.2% | +10.42% | 加仓 |
| 11 | HWC | Hancock Whitney CORP | +0.2% | +8.38% | 加仓 |
| 12 | AAPL | Apple INC | +0.2% | +30.00% | 加仓 |
| 13 | HSTM | Healthstream INC | +0.1% | — | 不变 |
| 14 | MIDD | Middleby CORP | +0.1% | +66.67% | 加仓 |
| 15 | ✓ | Platform Specialty Prods Cor Com Added | -0.1% | — | 不变 |
| 16 | BH | Biglari Holdings Inc. | -0.1% | — | 不变 |
| 17 | TRAK | Repositrak INC | -0.1% | — | 不变 |
| 18 | RMTIEUR | Rockwell Medical INC | -0.1% | -62.96% | 减仓 |
| 19 | ECL | Ecolab INC | -0.2% | — | 不变 |
| 20 | ✓ | Pernix Therapeutics Holdings | -0.3% | +1.76% | 加仓 |
| 21 | JBHT | Hunt (jb) Transprt Svcs INC | -0.3% | — | 不变 |
| 22 | WEN | Wendy's Co/the | -0.3% | -6.11% | 减仓 |
| 23 | MRTN | Marten Transport LTD | -0.5% | +2.05% | 加仓 |
| 24 | TUESUSD | Tuesday Morning CORP | -0.5% | +11.41% | 加仓 |
| 25 | ✓ | Stein Mart Inc | -2.2% | -29.46% | 减仓 |
| 26 | TRN | Trinity Industries INC | -2.3% | -31.32% | 减仓 |
| 27 | ✓ | Verifone Sys INC | — | EXIT | 清仓 |
| 28 | MTX | Minerals Technologies INC | — | EXIT | 清仓 |
| 29 | ✓ | Swift Transn Co | — | EXIT | 清仓 |
| 30 | PRIM | Primoris Services CORP | — | EXIT | 清仓 |
| 31 | CALY | Callaway Golf Company | — | NEW | 新建仓 |
| 32 | DXYN | Dixie Group INC | — | NEW | 新建仓 |
| 33 | CVLG | Covenant Logistics Group INC | — | EXIT | 清仓 |
| 34 | GLUU | Glu Mobile INC | — | NEW | 新建仓 |
| 35 | SHOSUSD | Sears Hometown And Outlet St | — | EXIT | 清仓 |