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 | MRTN | Marten Transport LTD | 股票-其他 | 11.35% | — | -25.56% | |
| 2 | CALY | Callaway Golf Company | 股票-其他 | 10.63% | — | +0.50% | |
| 3 | DIS | Walt Disney Co/the | 股票-通信服务 | 10.34% | — | +118.41% | |
| 4 | CHUYUSD | Chuy's Holdings INC | 股票-其他 | 9.47% | — | -8.17% | |
| 5 | ECL | Ecolab INC | 股票-原材料 | 9.23% | — | — | |
| 6 | JBHT | Hunt (jb) Transprt Svcs INC | 股票-工业 | 9.01% | +6.13% | — | |
| 7 | ROKU | Roku INC | 股票-通信服务 | 8.06% | -2.85% | -72.31% | |
| 8 | TWTRUSD | Twitter INC | 股票-其他 | 7.91% | — | -80.00% | |
| 9 | PINS | Pinterest Inc- Class A | 股票-通信服务 | 6.52% | — | — | |
| 10 | SNAP | Snap INC - A | 股票-通信服务 | 4.95% | — | — | |
| 11 | RST | Rosetta Stone INC | 股票-其他 | 3.71% | — | — | |
| 12 | DAR | Darling Ingredients INC | 股票-非周期性消费 | 2.61% | — | -9.09% | |
| 13 | SCOR1EUR | Comscore INC | 股票-其他 | 2.09% | — | — | |
| 14 | NTDOY | Nintendo Co Ltd-unspons Adr | 股票-其他 | 1.40% | — | — | |
| 15 | SHAK | Shake Shack INC - Class A | 股票-周期性消费 | 1.14% | — | +85.37% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.83% | — | — | |
| 17 | LOVE | Lovesac Co/the | 股票-其他 | 0.51% | — | — | |
| 18 | CXW | Corecivic INC | 股票-其他 | 0.24% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +7% | +118.41% | 加仓 |
| 2 | CALY | Callaway Golf Company | +3.5% | +0.50% | 加仓 |
| 3 | ECL | Ecolab INC | +2.4% | — | 不变 |
| 4 | JBHT | Hunt (jb) Transprt Svcs INC | +2.2% | — | 不变 |
| 5 | CHUYUSD | Chuy's Holdings INC | +1.6% | -8.17% | 减仓 |
| 6 | SHAK | Shake Shack INC - Class A | +0.8% | +85.37% | 加仓 |
| 7 | MRTN | Marten Transport LTD | +0.5% | -25.56% | 减仓 |
| 8 | DAR | Darling Ingredients INC | -0.1% | -9.09% | 减仓 |
| 9 | RST | Rosetta Stone INC | -0.1% | — | 不变 |
| 10 | ROKU | Roku INC | -6.5% | -72.31% | 减仓 |
| 11 | TWTRUSD | Twitter INC | -9% | -80.00% | 减仓 |
| 12 | PINS | Pinterest Inc- Class A | — | NEW | 新建仓 |
| 13 | BOX | Box INC - Class A | — | EXIT | 清仓 |
| 14 | SNAP | Snap INC - A | — | NEW | 新建仓 |
| 15 | EA | Electronic Arts INC | — | EXIT | 清仓 |
| 16 | AEP | American Electric Power Company, Inc. | — | EXIT | 清仓 |
| 17 | DPLOEUR | Diplomat Pharmacy INC | — | EXIT | 清仓 |
| 18 | SCOR1EUR | Comscore INC | — | NEW | 新建仓 |
| 19 | CVS | Cvs Health CORP | — | EXIT | 清仓 |
| 20 | ORBC | Orbcomm INC | — | EXIT | 清仓 |
| 21 | WAB | Wabtec CORP | — | EXIT | 清仓 |
| 22 | NTDOY | Nintendo Co Ltd-unspons Adr | — | NEW | 新建仓 |
| 23 | ASTE | Astec Industries INC | — | EXIT | 清仓 |
| 24 | GOOG | Alphabet Inc-cl C | — | NEW | 新建仓 |
| 25 | AACH | Aac Holdings INC | — | EXIT | 清仓 |
| 26 | LOVE | Lovesac Co/the | — | NEW | 新建仓 |
| 27 | CXW | Corecivic INC | — | NEW | 新建仓 |