CIK: 0001633703
申報總市值
US$6.1億
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DY | Dycom Industries INC | 股票-工業 | 12.96% | +0.06% | +12.18% | |
| 2 | LKQ | Lkq CORP | 股票-循環性消費 | 11.42% | +0.18% | +11.44% | |
| 3 | FDX | Fedex CORP | 股票-工業 | 10.29% | — | +15.56% | |
| 4 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 8.44% | — | +16.18% | |
| 5 | MINIEUR | Mobile Mini INC | 股票-其他 | 8.21% | — | +11.80% | |
| 6 | THO | Thor Industries INC | 股票-循環性消費 | 8.18% | — | +8.88% | |
| 7 | PKG | Packaging CORP Of America | 股票-循環性消費 | 6.15% | — | +12.76% | |
| 8 | DG | Dollar General CORP | 股票-非循環性消費 | 5.84% | — | — | |
| 9 | THS | Treehouse Foods INC | 股票-其他 | 5.61% | — | +10.98% | |
| 10 | ✓ | Swift Transn Co | 股票-其他 | 4.32% | — | +10.83% | |
| 11 | CLH | Clean Harbors INC | 股票-工業 | 4.23% | +1.48% | -29.58% | |
| 12 | ZTS | Zoetis INC | 股票-醫療保健 | 3.00% | — | — | |
| 13 | MRTN | Marten Transport LTD | 股票-其他 | 2.72% | — | +12.08% | |
| 14 | CSFLUSD | Centerstate Bank CORP | 股票-其他 | 2.26% | — | -3.91% | |
| 15 | WERN | Werner Enterprises INC | 股票-其他 | 2.25% | — | -49.76% | |
| 16 | SRI | Stoneridge INC | 股票-其他 | 2.22% | — | +123.99% | |
| 17 | AZO | AutoZone, Inc. | 股票-循環性消費 | 1.19% | — | — | |
| 18 | UBER | Uber Technologies, Inc. | 股票-工業 | 0.70% | — | -9.31% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DY | Dycom Industries INC | +2.8% | +12.18% | 加碼 |
| 2 | SRI | Stoneridge INC | +1.1% | +123.99% | 加碼 |
| 3 | THS | Treehouse Foods INC | +0.4% | +10.98% | 加碼 |
| 4 | PKG | Packaging CORP Of America | +0.2% | +12.76% | 加碼 |
| 5 | MRTN | Marten Transport LTD | -0.1% | +12.08% | 加碼 |
| 6 | UBER | Uber Technologies, Inc. | -0.2% | -9.31% | 減碼 |
| 7 | MINIEUR | Mobile Mini INC | -0.3% | +11.80% | 加碼 |
| 8 | CSFLUSD | Centerstate Bank CORP | -0.4% | -3.91% | 減碼 |
| 9 | WBA | Walgreens Boots Alliance INC | -0.6% | +16.18% | 加碼 |
| 10 | THO | Thor Industries INC | -0.8% | +8.88% | 加碼 |
| 11 | LKQ | Lkq CORP | -1.1% | +11.44% | 加碼 |
| 12 | FDX | Fedex CORP | -1.4% | +15.56% | 加碼 |
| 13 | ✓ | Swift Transn Co | -1.4% | +10.83% | 加碼 |
| 14 | CLH | Clean Harbors INC | -2.7% | -29.58% | 減碼 |
| 15 | WERN | Werner Enterprises INC | -4.2% | -49.76% | 減碼 |
| 16 | DG | Dollar General CORP | — | NEW | 新建倉 |
| 17 | ZTS | Zoetis INC | — | NEW | 新建倉 |
| 18 | AZO | Autozone INC | — | EXIT | 清倉 |
| 19 | AZO | AutoZone, Inc. | — | NEW | 新建倉 |