| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPEN TECHNOLOGY INC | 2,108,061 | 79,516,000 | 13.86% | ||
| 2 | LAM RESEARCH CORP | 871,825 | 65,125,000 | 11.35% | ||
| 3 | KOFAX LTD | 7,994,289 | 61,876,000 | 10.79% | ||
| 4 | TYLER TECHNOLOGIES INC | 647,171 | 57,210,000 | 9.97% | ||
| 5 | ANGIODYNAMICS INC | 3,447,255 | 47,296,000 | 8.25% | ||
| 6 | BLACKBAUD INC COM | 1,162,800 | 45,686,000 | 7.96% | ||
| 7 | GUIDANCE SOFTWARE INC | 4,057,309 | 27,306,000 | 4.76% | ||
| 8 | Callidus Software Inc | 2,266,897 | 27,248,000 | 4.75% | ||
| 9 | SHORETEL INC | 4,053,795 | 26,958,000 | 4.70% | ||
| 10 | BAZAARVOICE INC COM | 3,159,581 | 23,349,000 | 4.07% | ||
| 11 | AGILYSYS INC COM | 1,796,805 | 21,077,000 | 3.67% | ||
| 12 | SUPPORT COM INC | 7,577,535 | 16,367,000 | 2.85% | ||
| 13 | SERVICESOURCE INTL | 4,877,105 | 15,753,000 | 2.75% | ||
| 14 | Model N Inc | 1,536,267 | 15,148,000 | 2.64% | ||
| 15 | ENTEGRIS INC | 1,113,175 | 12,802,000 | 2.23% | ||
| 16 | RICHARDSON ELECTRS LTD | 1,098,682 | 10,976,000 | 1.91% | ||
| 17 | ACTUATE CORP | 1,929,898 | 7,527,000 | 1.31% | ||
| 18 | HARMONIC INC | 1,167,756 | 7,404,000 | 1.29% | ||
| 19 | CASCADE MICROTECH INC | 418,389 | 4,238,000 | 0.74% | ||
| 20 | COMPUTER TASK GROUP INC | 67,341 | 747,000 | 0.13% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001323953-14-000022, filed 2014.11.13).
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.
