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 | TWTRUSD | Twitter INC | 股票-其他 | 17.66% | — | +56.08% | |
| 2 | MRTN | Marten Transport LTD | 股票-其他 | 12.08% | — | +28.07% | |
| 3 | DPLOEUR | Diplomat Pharmacy INC | 股票-其他 | 10.87% | — | +3653.06% | |
| 4 | CHUYUSD | Chuy's Holdings INC | 股票-其他 | 8.97% | — | +75.48% | |
| 5 | ROKU | Roku INC | 股票-通信服务 | 8.68% | -2.85% | — | |
| 6 | JBHT | Hunt (jb) Transprt Svcs INC | 股票-工业 | 6.83% | +6.13% | -15.19% | |
| 7 | CALY | Callaway Golf Company | 股票-其他 | 6.71% | — | +275.62% | |
| 8 | CXW | Corecivic INC | 股票-其他 | 5.17% | — | — | |
| 9 | ECL | Ecolab INC | 股票-原材料 | 4.51% | — | -25.66% | |
| 10 | ACHC | Acadia Healthcare Co INC | 股票-其他 | 4.00% | — | — | |
| 11 | CNDT | Conduent INC | 股票-其他 | 3.44% | — | — | |
| 12 | RST | Rosetta Stone INC | 股票-其他 | 3.27% | — | +272.45% | |
| 13 | DAR | Darling Ingredients INC | 股票-非周期性消费 | 2.81% | — | +25.00% | |
| 14 | MFS1EUR | Welbilt INC | 股票-其他 | 2.42% | — | — | |
| 15 | ORBC | Orbcomm INC | 股票-其他 | 1.85% | — | — | |
| 16 | SSYS | Stratasys Ltd. | 股票-其他 | 0.72% | — | -59.77% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TWTRUSD | Twitter INC | +10.7% | +56.08% | 加仓 |
| 2 | DPLOEUR | Diplomat Pharmacy INC | +10.4% | +3653.06% | 加仓 |
| 3 | CALY | Callaway Golf Company | +5.7% | +275.62% | 加仓 |
| 4 | MRTN | Marten Transport LTD | +3.8% | +28.07% | 加仓 |
| 5 | CHUYUSD | Chuy's Holdings INC | +2.9% | +75.48% | 加仓 |
| 6 | RST | Rosetta Stone INC | +2.8% | +272.45% | 加仓 |
| 7 | DAR | Darling Ingredients INC | +1.4% | +25.00% | 加仓 |
| 8 | JBHT | Hunt (jb) Transprt Svcs INC | +1.2% | -15.19% | 减仓 |
| 9 | ECL | Ecolab INC | -1.3% | -25.66% | 减仓 |
| 10 | SSYS | Stratasys Ltd. | -1.9% | -59.77% | 减仓 |
| 11 | ✓ | Ldr Hldg CORP | — | EXIT | 清仓 |
| 12 | FREDQ | Fred's Inc-class A | — | EXIT | 清仓 |
| 13 | ROKU | Roku INC | — | NEW | 新建仓 |
| 14 | RENT | Rent the Runway, Inc. | — | EXIT | 清仓 |
| 15 | CXW | Corecivic INC | — | NEW | 新建仓 |
| 16 | ACHC | Acadia Healthcare Co INC | — | NEW | 新建仓 |
| 17 | CNDT | Conduent INC | — | NEW | 新建仓 |
| 18 | HOFT | Hooker Furnishings CORP | — | EXIT | 清仓 |
| 19 | MFS1EUR | Welbilt INC | — | NEW | 新建仓 |
| 20 | LSTR | Landstar System INC | — | EXIT | 清仓 |
| 21 | BH | Biglari Holdings Inc. | — | EXIT | 清仓 |
| 22 | RAVE | Rave Restaurant Group INC | — | EXIT | 清仓 |
| 23 | CFG | Citizens Financial Group | — | EXIT | 清仓 |
| 24 | ORBC | Orbcomm INC | — | NEW | 新建仓 |
| 25 | TAUSD | Travelcenters Of America LLC | — | EXIT | 清仓 |
| 26 | TUESUSD | Tuesday Morning CORP | — | EXIT | 清仓 |
| 27 | FCX | Freeport-mcmoran INC | — | EXIT | 清仓 |
| 28 | COST | Costco Wholesale CORP | — | EXIT | 清仓 |
| 29 | SPNEUSD | Seaspine Holdings CORP | — | EXIT | 清仓 |
| 30 | WEN | Wendy's Co/the | — | EXIT | 清仓 |
| 31 | HWC | Hancock Whitney CORP | — | EXIT | 清仓 |
| 32 | ✓ | Kate Spade & Company | — | EXIT | 清仓 |
| 33 | DDD | 3d Systems CORP | — | EXIT | 清仓 |
| 34 | HSTM | Healthstream INC | — | EXIT | 清仓 |
| 35 | AGX | Argan INC | — | EXIT | 清仓 |