| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPEN TECHNOLOGY INC | 1,840,787 | 85,413,000 | 14.24% | ||
| 2 | KOFAX LTD | 7,803,500 | 67,110,000 | 11.19% | ||
| 3 | LAM RESEARCH CORP | 975,293 | 65,910,000 | 10.99% | ||
| 4 | TYLER TECHNOLOGIES INC | 653,184 | 59,577,000 | 9.93% | ||
| 5 | ANGIODYNAMICS INC | 3,467,199 | 56,619,000 | 9.44% | ||
| 6 | GUIDANCE SOFTWARE INC | 4,057,309 | 37,003,000 | 6.17% | ||
| 7 | BLACKBAUD INC COM | 940,817 | 33,625,000 | 5.61% | ||
| 8 | Callidus Software Inc | 2,316,445 | 27,658,000 | 4.61% | ||
| 9 | SERVICESOURCE INTL | 3,834,629 | 22,241,000 | 3.71% | ||
| 10 | AGILYSYS INC COM | 1,564,394 | 22,027,000 | 3.67% | ||
| 11 | BAZAARVOICE INC COM | 2,755,573 | 21,741,000 | 3.63% | ||
| 12 | SHORETEL INC | 3,297,669 | 21,501,000 | 3.59% | ||
| 13 | SUPPORT COM INC | 7,577,535 | 20,535,000 | 3.42% | ||
| 14 | Model N Inc | 1,391,557 | 15,377,000 | 2.56% | ||
| 15 | RICHARDSON ELECTRS LTD | 1,165,131 | 12,199,000 | 2.03% | ||
| 16 | ACTUATE CORP | 2,000,000 | 9,540,000 | 1.59% | ||
| 17 | EPIQ SYSTEMS INC. | 517,400 | 7,269,000 | 1.21% | ||
| 18 | CASCADE MICROTECH INC | 466,802 | 6,377,000 | 1.06% | ||
| 19 | COMPUTER TASK GROUP INC | 323,080 | 5,318,000 | 0.89% | ||
| 20 | INTERMOLECULAR INC | 1,157,624 | 2,697,000 | 0.45% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001323953-14-000019, filed 2014.08.18).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
