CIK: 0000814133
申报总市值
US$152.8亿
仅显示前 200 大持股（共 291 只）
| # | 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 | CPRT | Copart INC | 股票-工业 | 3.05% | — | -2.23% | |
| 2 | ICLR | ICON Public Limited Company | 股票-医疗保健 | 2.53% | — | -2.99% | |
| 3 | MNRO | Monro INC | 股票-其他 | 2.39% | — | +4.68% | |
| 4 | FIVE | Five Below | 股票-周期性消费 | 2.35% | -0.86% | +19.07% | |
| 5 | KNX | Knight-swift Transportation | 股票-工业 | 2.34% | — | -14.26% | |
| 6 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非周期性消费 | 2.30% | +0.36% | +2.75% | |
| 7 | ENSG | Ensign Group Inc/the | 股票-医疗保健 | 2.22% | -0.36% | +4.27% | |
| 8 | CMD | Cantel Medical CORP | 股票-其他 | 2.14% | — | +26.06% | |
| 9 | RBC | RBC Bearings INC | 股票-工业 | 2.09% | -0.72% | +8.38% | |
| 10 | EGBN | Eagle Bancorp INC | 股票-其他 | 2.07% | — | +1.66% | |
| 11 | JOBSUSD | 51job Inc-adr | 股票-其他 | 1.93% | — | +34.15% | |
| 12 | ✓ | Ultimate Software Group INC | 股票-其他 | 1.91% | — | -18.22% | |
| 13 | NEOG | Neogen CORP | 股票-医疗保健 | 1.73% | — | +95.08% | |
| 14 | HCSG | Healthcare Services Group | 股票-其他 | 1.70% | — | -0.64% | |
| 15 | ALGT | Allegiant Travel Co | 股票-其他 | 1.69% | — | +16.13% | |
| 16 | BUSD | Barnes Group INC | 股票-其他 | 1.68% | — | +5.32% | |
| 17 | HQY | Healthequity INC | 股票-医疗保健 | 1.67% | +0.71% | -6.70% | |
| 18 | CMPR | Cimpress plc | 股票-其他 | 1.56% | — | -22.92% | |
| 19 | HEI-A | Heico Corp-class A | 股票-其他 | 1.53% | — | +17.74% | |
| 20 | WCC | Wesco International INC | 股票-工业 | 1.48% | — | -24.69% | |
| 21 | MPWR | Monolithic Power Systems INC | 股票-科技 | 1.44% | — | -2.04% | |
| 22 | SUN | Sunoco LP | 股票-其他 | 1.43% | — | +40.54% | |
| 23 | TCBI | Texas Capital Bancshares INC | 股票-金融 | 1.39% | — | -13.01% | |
| 24 | FTNT | Fortinet INC | 股票-科技 | 1.38% | — | +0.83% | |
| 25 | ODFL | Old Dominion Freight Line | 股票-工业 | 1.37% | — | -7.93% | |
| 26 | ENVUSD | Envestnet INC | 股票-其他 | 1.33% | — | -4.41% | |
| 27 | SITE | Siteone Landscape Supply INC | 股票-工业 | 1.28% | -0.93% | +20.61% | |
| 28 | AIMCUSD | Altra Industrial Motion CORP | 股票-其他 | 1.27% | — | +26.75% | |
| 29 | TREX | Trex Company INC | 股票-工业 | 1.19% | +0.37% | +0.42% | |
| 30 | TYL | Tyler Technologies INC | 股票-科技 | 1.18% | — | +5.22% | |
| 31 | PCTY | Paylocity Holding CORP | 股票-科技 | 1.14% | -0.50% | +61.13% | |
| 32 | EEFT | Euronet Worldwide INC | 股票-科技 | 1.14% | — | +27.49% | |
| 33 | POOL | Pool CORP | 股票-工业 | 1.13% | — | +24.38% | |
| 34 | ✓ | 股票-其他 | 1.11% | — | +15.83% | ||
| 35 | ✓ | Hff INC Cl A | 股票-其他 | 1.07% | — | -9.34% | |
| 36 | PFPT | Proofpoint INC | 股票-其他 | 1.07% | — | -6.25% | |
| 37 | CACC | Credit Acceptance CORP | 股票-其他 | 1.05% | — | +3.59% | |
| 38 | MMYT | MakeMyTrip Limited | 股票-其他 | 0.94% | +0.28% | -3.91% | |
| 39 | ZEN1EUR | Zendesk INC | 股票-其他 | 0.93% | — | -18.92% | |
| 40 | W | Wayfair Inc- Class A | 股票-周期性消费 | 0.93% | — | -7.76% | |
| 41 | WBS | Webster Financial CORP | 股票-金融 | 0.91% | — | +5.52% | |
| 42 | SGMOQ | Sangamo Therapeutics INC | 股票-其他 | 0.91% | — | -21.40% | |
| 43 | AAON | Aaon INC | 股票-工业 | 0.89% | +0.69% | +27.21% | |
| 44 | BCPC | Balchem CORP | 股票-原材料 | 0.88% | -0.44% | -25.59% | |
| 45 | EPAM | Epam Systems INC | 股票-科技 | 0.84% | — | +5.01% | |
| 46 | MNRUSD | Monmouth Real Estate Inv Cor | 股票-其他 | 0.83% | — | +19.52% | |
| 47 | HLNE | Hamilton Lane Inc-class A | 股票-金融 | 0.79% | -0.57% | -1.60% | |
| 48 | LGIH | Lgi Homes INC | 股票-其他 | 0.79% | — | +100.19% | |
| 49 | GWRE | Guidewire Software INC | 股票-科技 | 0.76% | — | +5.24% | |
| 50 | PLNT | Planet Fitness INC - Cl A | 股票-周期性消费 | 0.74% | — | -14.31% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JOBSUSD | 51job Inc-adr | +0.9% | +34.15% | 加仓 |
| 2 | NEOG | Neogen CORP | +0.6% | +95.08% | 加仓 |
| 3 | CMD | Cantel Medical CORP | +0.5% | +26.06% | 加仓 |
| 4 | FIVE | Five Below | +0.5% | +19.07% | 加仓 |
| 5 | PCTY | Paylocity Holding CORP | +0.5% | +61.13% | 加仓 |
| 6 | ENSG | Ensign Group Inc/the | +0.4% | +4.27% | 加仓 |
| 7 | LGIH | Lgi Homes INC | +0.4% | +100.19% | 加仓 |
| 8 | ALGT | Allegiant Travel Co | +0.4% | +16.13% | 加仓 |
| 9 | CPRT | Copart INC | +0.3% | -2.23% | 减仓 |
| 10 | POOL | Pool CORP | +0.3% | +24.38% | 加仓 |
| 11 | OLLI | Ollie's Bargain Outlet Holdi | +0.3% | +2.75% | 加仓 |
| 12 | HQY | Healthequity INC | +0.3% | -6.70% | 减仓 |
| 13 | CCXIEUR | Chemocentryx INC | +0.3% | +9.21% | 加仓 |
| 14 | FTNT | Fortinet INC | +0.2% | +0.83% | 加仓 |
| 15 | AAON | Aaon INC | +0.2% | +27.21% | 加仓 |
| 16 | TYL | Tyler Technologies INC | +0.2% | +5.22% | 加仓 |
| 17 | GLOB | Globant S.A. | +0.2% | +29.18% | 加仓 |
| 18 | SITE | Siteone Landscape Supply INC | +0.2% | +20.61% | 加仓 |
| 19 | ✓ | +0.2% | +15.83% | 加仓 | |
| 20 | SUN | Sunoco LP | +0.2% | +40.54% | 加仓 |
| 21 | EEFT | Euronet Worldwide INC | +0.2% | +27.49% | 加仓 |
| 22 | PFPT | Proofpoint INC | +0.2% | -6.25% | 减仓 |
| 23 | EYE | National Vision Holdings INC | +0.2% | +87.84% | 加仓 |
| 24 | AIMCUSD | Altra Industrial Motion CORP | +0.1% | +26.75% | 加仓 |
| 25 | ITCIEUR | Intra-cellular Therapies INC | +0.1% | -2.21% | 减仓 |
| 26 | ZEN1EUR | Zendesk INC | +0.1% | -18.92% | 减仓 |
| 27 | ENVUSD | Envestnet INC | +0.1% | -4.41% | 减仓 |
| 28 | RBC | RBC Bearings INC | +0.1% | +8.38% | 加仓 |
| 29 | TCBI | Texas Capital Bancshares INC | -0.2% | -13.01% | 减仓 |
| 30 | ✓ | Ultimate Software Group INC | -0.2% | -18.22% | 减仓 |
| 31 | 5TC | Truecar INC | -0.3% | -90.79% | 减仓 |
| 32 | EXK | Exact Sciences CORP | -0.3% | -9.57% | 减仓 |
| 33 | W | Wayfair Inc- Class A | -0.3% | -7.76% | 减仓 |
| 34 | BCPC | Balchem CORP | -0.3% | -25.59% | 减仓 |
| 35 | KNX | Knight-swift Transportation | -0.3% | -14.26% | 减仓 |
| 36 | HCSG | Healthcare Services Group | -0.4% | -0.64% | 减仓 |
| 37 | WCN | Waste Connections INC | -0.4% | -89.89% | 减仓 |
| 38 | IBP | Installed Building Products | -0.6% | -82.38% | 减仓 |
| 39 | WCC | Wesco International INC | -0.7% | -24.69% | 减仓 |
| 40 | SAVEEUR | Spirit Airlines INC | -1% | -97.04% | 减仓 |
| 41 | CALD | Callidus Software INC | -1.2% | -98.65% | 减仓 |
| 42 | ✓ | Luxoft Holding INC | — | EXIT | 清仓 |
| 43 | CTRE | Caretrust Reit INC | — | EXIT | 清仓 |
| 44 | PODD | Insulet CORP | — | NEW | 新建仓 |
| 45 | QTWO | Q2 Holdings INC | — | NEW | 新建仓 |
| 46 | ✓ | Juno Therapeutics | — | EXIT | 清仓 |
| 47 | KAI | Kadant INC | — | NEW | 新建仓 |
| 48 | HCI | Hci Group INC | — | NEW | 新建仓 |
| 49 | ✓ | Cavium INC | — | EXIT | 清仓 |
| 50 | IPHI | Inphi CORP | — | NEW | 新建仓 |