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 | LKQ | Lkq CORP | 股票-循環性消費 | 10.64% | +0.18% | +8.87% | |
| 2 | DY | Dycom Industries INC | 股票-工業 | 10.00% | +0.06% | +7.97% | |
| 3 | ✓ | Envision Healthcare Corp | 股票-其他 | 9.27% | — | +32.49% | |
| 4 | NUANEUR | Nuance Communications INC | 股票-其他 | 8.88% | — | +23.65% | |
| 5 | DG | Dollar General CORP | 股票-非循環性消費 | 7.95% | — | +1.46% | |
| 6 | FDX | Fedex CORP | 股票-工業 | 7.48% | — | +1.35% | |
| 7 | MINIEUR | Mobile Mini INC | 股票-其他 | 6.64% | — | -17.61% | |
| 8 | THO | Thor Industries INC | 股票-循環性消費 | 6.33% | — | +8.46% | |
| 9 | KNX | Knight-swift Transportation | 股票-工業 | 4.51% | +3.02% | +9.96% | |
| 10 | PGR | Progressive CORP | 股票-金融 | 4.40% | -0.34% | +1.52% | |
| 11 | CSFLUSD | Centerstate Bank CORP | 股票-其他 | 4.32% | — | +25.42% | |
| 12 | CLH | Clean Harbors INC | 股票-工業 | 2.94% | +1.48% | +14.16% | |
| 13 | MRTN | Marten Transport LTD | 股票-其他 | 2.90% | — | -2.42% | |
| 14 | STE | STERIS plc | 股票-醫療保健 | 2.82% | — | +25.74% | |
| 15 | AAPL | Apple INC | 股票-科技 | 2.74% | — | -52.63% | |
| 16 | RSG | Republic Services INC | 股票-工業 | 1.85% | — | — | |
| 17 | ✓ | Spartan Motors | 股票-其他 | 1.64% | — | — | |
| 18 | PLTEUR | Plantronics INC | 股票-其他 | 1.11% | — | — | |
| 19 | GWRUSD | Genesee & Wyoming Inc-cl A | 股票-其他 | 0.70% | — | — | |
| 20 | CWST | Casella Waste Systems Inc-a | 股票-工業 | 0.69% | — | — | |
| 21 | HUBG | Hub Group Inc-cl A | 股票-其他 | 0.61% | — | +44.48% | |
| 22 | CVLG | Covenant Logistics Group INC | 股票-其他 | 0.61% | — | — | |
| 23 | USAKGBP | USA Truck INC | 股票-其他 | 0.49% | — | +43.88% | |
| 24 | CORE | Core-mark Holding Co INC | 股票-其他 | 0.48% | — | +42.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | Envision Healthcare Corp | +2.6% | +32.49% | 加碼 |
| 2 | NUANEUR | Nuance Communications INC | +1% | +23.65% | 加碼 |
| 3 | CSFLUSD | Centerstate Bank CORP | +0.8% | +25.42% | 加碼 |
| 4 | STE | STERIS plc | +0.6% | +25.74% | 加碼 |
| 5 | KNX | Knight-swift Transportation | +0.4% | +9.96% | 加碼 |
| 6 | USAKGBP | USA Truck INC | +0.2% | +43.88% | 加碼 |
| 7 | PGR | Progressive CORP | +0.1% | +1.52% | 加碼 |
| 8 | HUBG | Hub Group Inc-cl A | +0.1% | +44.48% | 加碼 |
| 9 | MRTN | Marten Transport LTD | +0.1% | -2.42% | 減碼 |
| 10 | CORE | Core-mark Holding Co INC | -0.1% | +42.00% | 加碼 |
| 11 | CLH | Clean Harbors INC | -0.1% | +14.16% | 加碼 |
| 12 | MINIEUR | Mobile Mini INC | -0.2% | -17.61% | 減碼 |
| 13 | DY | Dycom Industries INC | -0.2% | +7.97% | 加碼 |
| 14 | DG | Dollar General CORP | -0.3% | +1.46% | 加碼 |
| 15 | LKQ | Lkq CORP | -0.5% | +8.87% | 加碼 |
| 16 | FDX | Fedex CORP | -0.7% | +1.35% | 加碼 |
| 17 | THO | Thor Industries INC | -1.8% | +8.46% | 加碼 |
| 18 | AAPL | Apple INC | -3.5% | -52.63% | 減碼 |
| 19 | ZTS | Zoetis INC | — | EXIT | 清倉 |
| 20 | RSG | Republic Services INC | — | NEW | 新建倉 |
| 21 | ✓ | Spartan Motors | — | NEW | 新建倉 |
| 22 | ✓ | Dst Sys INC Del Com | — | EXIT | 清倉 |
| 23 | PLTEUR | Plantronics INC | — | NEW | 新建倉 |
| 24 | GWRUSD | Genesee & Wyoming Inc-cl A | — | NEW | 新建倉 |
| 25 | CWST | Casella Waste Systems Inc-a | — | NEW | 新建倉 |
| 26 | CVLG | Covenant Logistics Group INC | — | NEW | 新建倉 |