CIK: 0001308001
申报总市值
US$7.8亿
| # | 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 | MTZ | Mastec INC | 股票-工业 | 2.93% | — | -0.74% | |
| 2 | HEESEUR | H&e Equipment Services INC | 股票-其他 | 2.78% | — | -0.74% | |
| 3 | KNSL | Kinsale Capital Group INC | 股票-金融 | 2.61% | — | +12.01% | |
| 4 | EFOR | Everforth INC | 股票-其他 | 2.29% | — | — | |
| 5 | TECH | Bio-techne CORP | 股票-医疗保健 | 2.20% | — | -7.67% | |
| 6 | CVCO | Cavco Industries INC | 股票-周期性消费 | 2.14% | — | -10.96% | |
| 7 | ALTREUR | Altair Engineering INC - A | 股票-其他 | 1.99% | — | +40.64% | |
| 8 | RTECEUR | Rudolph Technologies INC | 股票-其他 | 1.76% | — | +204.20% | |
| 9 | WAL | Western Alliance Bancorp | 股票-金融 | 1.76% | — | -0.74% | |
| 10 | 7SU | Summit Materials INC -cl A | 股票-其他 | 1.72% | — | -0.74% | |
| 11 | AMED | Amedisys INC | 股票-其他 | 1.71% | — | +29.75% | |
| 12 | ATSG* | Air Transport Services Group | 股票-其他 | 1.70% | — | +39.57% | |
| 13 | NICE | Nice LTD - Spon Adr | 股票-科技 | 1.69% | — | -0.74% | |
| 14 | XPO | Xpo INC | 股票-工业 | 1.68% | — | -25.71% | |
| 15 | HSKAEUR | Heska CORP | 股票-其他 | 1.68% | — | +64.16% | |
| 16 | SXI | Standex International CORP | 股票-其他 | 1.62% | — | +18.51% | |
| 17 | WEX | Wex INC | 股票-科技 | 1.59% | — | -0.74% | |
| 18 | ICLR | ICON Public Limited Company | 股票-医疗保健 | 1.59% | — | +23.20% | |
| 19 | LGND | Ligand Pharmaceuticals | 股票-医疗保健 | 1.58% | — | +3.43% | |
| 20 | TLND | Talend SA - Adr | 股票-其他 | 1.58% | — | +134.31% | |
| 21 | GWRUSD | Genesee & Wyoming Inc-cl A | 股票-其他 | 1.54% | — | -0.74% | |
| 22 | RP | Realpage INC | 股票-其他 | 1.53% | — | +66.48% | |
| 23 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.51% | — | +43.43% | |
| 24 | BFAM | Bright Horizons Family Solut | 股票-周期性消费 | 1.45% | — | -0.74% | |
| 25 | DY | Dycom Industries INC | 股票-工业 | 1.44% | — | -50.87% | |
| 26 | GTLS | Chart Industries INC | 股票-工业 | 1.40% | — | -16.97% | |
| 27 | LITE | Lumentum Holdings INC | 股票-科技 | 1.38% | — | +1.09% | |
| 28 | OFIX | Orthofix Medical Inc. | 股票-其他 | 1.37% | — | +66.11% | |
| 29 | LFUS | Littelfuse INC | 股票-科技 | 1.31% | — | +23.31% | |
| 30 | BOX | Box INC - Class A | 股票-科技 | 1.30% | — | — | |
| 31 | ✓ | Ultimate Software Group INC | 股票-其他 | 1.29% | — | +6.06% | |
| 32 | GLOB | Globant S.A. | 股票-科技 | 1.27% | — | — | |
| 33 | DATA | Tableau Software Inc-cl A | 股票-其他 | 1.27% | — | +16.51% | |
| 34 | ✓ | Bank Of THE Ozarks | 股票-其他 | 1.24% | — | +64.75% | |
| 35 | EXP | Eagle Materials INC | 股票-原材料 | 1.23% | — | -0.74% | |
| 36 | PRAH | Pra Health Sciences INC | 股票-其他 | 1.19% | — | -25.43% | |
| 37 | HOFT | Hooker Furnishings CORP | 股票-其他 | 1.17% | — | +44.38% | |
| 38 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 1.15% | — | +52.90% | |
| 39 | VC | Visteon CORP | 股票-其他 | 1.14% | — | +73.66% | |
| 40 | NVROEUR | Nevro CORP | 股票-其他 | 1.14% | — | +42.88% | |
| 41 | FBMUSD | Foundation Building Material | 股票-其他 | 1.11% | — | -0.74% | |
| 42 | DK | Delek US Holdings INC | 股票-其他 | 1.07% | — | -0.74% | |
| 43 | HMSY | Hms Holdings CORP | 股票-其他 | 1.06% | — | +82.95% | |
| 44 | MINIEUR | Mobile Mini INC | 股票-其他 | 1.06% | — | -17.83% | |
| 45 | AIN | Albany Intl Corp-cl A | 股票-其他 | 1.05% | — | -0.74% | |
| 46 | BIO | Bio-rad Laboratories-a | 股票-医疗保健 | 1.03% | — | -20.51% | |
| 47 | POOL | Pool CORP | 股票-工业 | 1.01% | — | -0.74% | |
| 48 | VIAV | Viavi Solutions INC | 股票-科技 | 0.98% | — | +28.36% | |
| 49 | CWST | Casella Waste Systems Inc-a | 股票-工业 | 0.96% | — | -0.74% | |
| 50 | AAWWUSD | Atlas Air Worldwide Holdings | 股票-其他 | 0.96% | — | -0.74% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | RTECEUR | Rudolph Technologies INC | +1.3% | +204.20% | 加仓 |
| 2 | TLND | Talend SA - Adr | +1.1% | +134.31% | 加仓 |
| 3 | ALTREUR | Altair Engineering INC - A | +0.9% | +40.64% | 加仓 |
| 4 | RP | Realpage INC | +0.7% | +66.48% | 加仓 |
| 5 | HSKAEUR | Heska CORP | +0.7% | +64.16% | 加仓 |
| 6 | OFIX | Orthofix Medical Inc. | +0.6% | +66.11% | 加仓 |
| 7 | KNSL | Kinsale Capital Group INC | +0.6% | +12.01% | 加仓 |
| 8 | PRAH | Pra Health Sciences INC | -0.6% | -25.43% | 减仓 |
| 9 | TTWO | Take-two Interactive Softwre | -0.6% | -39.69% | 减仓 |
| 10 | HZN1USD | Horizon Global CORP | -0.6% | -79.32% | 减仓 |
| 11 | PTC | Ptc INC | -0.7% | -90.37% | 减仓 |
| 12 | ✓ | Microsemi CORP Com | -1% | -71.16% | 减仓 |
| 13 | DY | Dycom Industries INC | -1.6% | -50.87% | 减仓 |
| 14 | EFOR | Everforth INC | — | NEW | 新建仓 |
| 15 | WNSN | Wns Holdings Ltd-adr | — | EXIT | 清仓 |
| 16 | MULEUSD | Mulesoft INC -a | — | EXIT | 清仓 |
| 17 | CRL | Charles River Laboratories | — | EXIT | 清仓 |
| 18 | COHREUR | Coherent INC | — | EXIT | 清仓 |
| 19 | ZAYOEUR | Zayo Group Holdings INC | — | EXIT | 清仓 |
| 20 | BOX | Box INC - Class A | — | NEW | 新建仓 |
| 21 | GLOB | Globant S.A. | — | NEW | 新建仓 |
| 22 | ✓ | Asgn | — | EXIT | 清仓 |
| 23 | EAT | Brinker International INC | — | EXIT | 清仓 |
| 24 | COHR | Coherent Corp. | — | EXIT | 清仓 |
| 25 | CONE1EUR | Cyrusone INC | — | EXIT | 清仓 |
| 26 | ENVUSD | Envestnet INC | — | EXIT | 清仓 |
| 27 | WGO | Winnebago Industries | — | NEW | 新建仓 |
| 28 | ACIW | Aci Worldwide INC | — | EXIT | 清仓 |
| 29 | HAYNUSD | Haynes International INC | — | NEW | 新建仓 |
| 30 | IPHI | Inphi CORP | — | EXIT | 清仓 |
| 31 | TSEM | Tower Semiconductor Ltd. | — | EXIT | 清仓 |
| 32 | ✓ | Strayer Ed INC Com | — | NEW | 新建仓 |
| 33 | MSA | Msa Safety INC | — | NEW | 新建仓 |
| 34 | ✓ | — | EXIT | 清仓 | |
| 35 | PCRX | Pacira Biosciences INC | — | EXIT | 清仓 |
| 36 | OMNUSD | Omnova Solutions INC | — | NEW | 新建仓 |
| 37 | LCII | Lci Industries | — | EXIT | 清仓 |
| 38 | CASY | Casey's General Stores INC | — | EXIT | 清仓 |
| 39 | MYRG | Myr Group Inc/delaware | — | EXIT | 清仓 |
| 40 | STRL | Sterling Infrastructure INC | — | NEW | 新建仓 |
| 41 | ERIEUR | Eldorado Resorts INC | — | NEW | 新建仓 |
| 42 | MFS1EUR | Welbilt INC | — | EXIT | 清仓 |
| 43 | LHCGUSD | Lhc Group INC | — | NEW | 新建仓 |
| 44 | TWLO | Twilio INC - A | — | EXIT | 清仓 |
| 45 | COLL | Collegium Pharmaceutical INC | — | NEW | 新建仓 |
| 46 | AYXEUR | Alteryx INC - Class A | — | NEW | 新建仓 |
| 47 | CCS | Century Communities INC | — | NEW | 新建仓 |
| 48 | AMBA | Ambarella, Inc. | — | NEW | 新建仓 |
| 49 | ATI | Ati INC | — | NEW | 新建仓 |
| 50 | MIKUSD | Michaels Cos Inc/the | — | EXIT | 清仓 |