CIK: 0001663900
申報總市值
US$5.9億
| # | 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 | ✓ | Travelport Worldwide LTD | 股票-其他 | 14.09% | — | — | |
| 2 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 9.43% | — | — | |
| 3 | DOORUSD | Masonite International CORP | 股票-其他 | 8.70% | — | +52.16% | |
| 4 | ARMK | Aramark | 股票-工業 | 8.12% | +4.37% | -13.30% | |
| 5 | EBAY | Ebay INC | 股票-循環性消費 | 7.17% | — | +6.71% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 7.04% | — | -7.19% | |
| 7 | EPAM | Epam Systems INC | 股票-科技 | 5.91% | — | — | |
| 8 | CP | Canadian Pacific Kansa F | 股票-工業 | 5.62% | — | +54.30% | |
| 9 | NCI1EUR | Navigant Consulting INC | 股票-其他 | 5.36% | — | +105.93% | |
| 10 | FIS | Fidelity National Info Serv | 股票-科技 | 4.92% | +4.35% | NEW | |
| 11 | ABM | Abm Industries INC | 股票-其他 | 4.85% | — | — | |
| 12 | USFD | US Foods Holding CORP | 股票-非循環性消費 | 4.21% | — | — | |
| 13 | DLTR | Dollar Tree INC | 股票-非循環性消費 | 4.15% | — | — | |
| 14 | TSS | Total System Services INC | 股票-其他 | 4.07% | — | -64.11% | |
| 15 | TRIP | Tripadvisor INC | 股票-其他 | 3.92% | — | +4.04% | |
| 16 | ✓ | Luxoft Holding INC | 股票-其他 | 1.39% | — | — | |
| 17 | ✓ | Commercehub INC | 股票-其他 | 1.04% | — | -67.19% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | Travelport Worldwide LTD | +3.7% | — | 不變 |
| 2 | DOORUSD | Masonite International CORP | +3.4% | +52.16% | 加碼 |
| 3 | NCI1EUR | Navigant Consulting INC | +2.8% | +105.93% | 加碼 |
| 4 | CP | Canadian Pacific Kansa F | +2.7% | +54.30% | 加碼 |
| 5 | EBAY | Ebay INC | +2% | +6.71% | 加碼 |
| 6 | WTW | Willis Towers Watson Public Limited Company | +1.9% | — | 不變 |
| 7 | EPAM | Epam Systems INC | +1.2% | — | 不變 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.9% | -7.19% | 減碼 |
| 9 | TRIP | Tripadvisor INC | +0.9% | +4.04% | 加碼 |
| 10 | ARMK | Aramark | +0.2% | -13.30% | 減碼 |
| 11 | ✓ | Commercehub INC | -1.2% | -67.19% | 減碼 |
| 12 | FIS | Fidelity National Info Serv | -2.5% | -48.81% | 減碼 |
| 13 | TSS | Total System Services INC | -4.4% | -64.11% | 減碼 |
| 14 | ICE | Intercontinental Exchange In | — | EXIT | 清倉 |
| 15 | SERVUSD | Servicemaster Global Holding | — | EXIT | 清倉 |
| 16 | ABM | Abm Industries INC | — | NEW | 新建倉 |
| 17 | DG | Dollar General CORP | — | EXIT | 清倉 |
| 18 | USFD | US Foods Holding CORP | — | NEW | 新建倉 |
| 19 | DLTR | Dollar Tree INC | — | NEW | 新建倉 |
| 20 | AAP | Advance Auto Parts INC | — | EXIT | 清倉 |
| 21 | IHS | Ihs Markit LTD | — | EXIT | 清倉 |
| 22 | CSX | Csx CORP | — | EXIT | 清倉 |
| 23 | ✓ | Luxoft Holding INC | — | NEW | 新建倉 |