| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPEN TECHNOLOGY INC | 2,508,147 | 87,835,000 | 13.37% | ||
| 2 | TYLER TECHNOLOGIES INC | 641,581 | 70,215,000 | 10.68% | ||
| 3 | LAM RESEARCH CORP | 843,742 | 66,942,000 | 10.19% | ||
| 4 | KOFAX LTD | 8,548,853 | 60,098,000 | 9.15% | ||
| 5 | ANGIODYNAMICS INC | 2,705,520 | 51,432,000 | 7.83% | ||
| 6 | BLACKBAUD INC COM | 947,801 | 41,002,000 | 6.24% | ||
| 7 | SHORETEL INC | 4,643,070 | 34,127,000 | 5.19% | ||
| 8 | BAZAARVOICE INC COM | 4,189,939 | 33,687,000 | 5.13% | ||
| 9 | Callidus Software Inc | 1,767,870 | 28,869,000 | 4.39% | ||
| 10 | GUIDANCE SOFTWARE INC | 3,604,793 | 26,135,000 | 3.98% | ||
| 11 | AGILYSYS INC COM | 2,034,215 | 25,611,000 | 3.90% | ||
| 12 | SERVICESOURCE INTL | 5,260,084 | 24,617,000 | 3.75% | ||
| 13 | ENTEGRIS INC | 1,731,078 | 22,868,000 | 3.48% | ||
| 14 | HARMONIC INC | 3,045,284 | 21,347,000 | 3.25% | ||
| 15 | Model N Inc | 1,833,474 | 19,471,000 | 2.96% | ||
| 16 | SUPPORT COM INC | 6,790,250 | 14,327,000 | 2.18% | ||
| 17 | SCIQUEST INC | 745,663 | 10,775,000 | 1.64% | ||
| 18 | RICHARDSON ELECTRS LTD | 1,046,536 | 10,465,000 | 1.59% | ||
| 19 | CASCADE MICROTECH INC | 500,698 | 7,315,000 | 1.11% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001323953-15-000005, filed 2015.02.13).
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.
