| # | 公司名称 | 报告期价 | 今日价 | 持仓市值 | 占比 % | 股数（季比） | 变动幅度 % |
|---|---|---|---|---|---|---|---|
| 1 | Blackline Inc BL | $37 | — | $112M | 29.55% | 3.01M 926K | +225.46% +2.09M 股 |
| 2 | Qiagen Nv | $40.04 | — | $108M | 28.53% | 2.69M | 新建仓 |
| 3 | Appian Corp APPN | $24.11 | — | $85M | 22.43% | 3.51M 1.38M | +155.34% +2.14M 股 |
| 4 | Outfront Media Inc OUT | $26.5 | — | $74M | 19.48% | 2.77M 3.48M | -20.21% -703K 股 |