| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPEN TECHNOLOGY INC | 2,589,357 | 99,664,000 | 16.54% | ||
| 2 | LAM RESEARCH CORP | 972,992 | 68,338,000 | 11.34% | ||
| 3 | BLACKBAUD INC COM | 1,112,324 | 52,702,000 | 8.75% | ||
| 4 | TYLER TECHNOLOGIES INC | 430,933 | 51,940,000 | 8.62% | ||
| 5 | ANGIODYNAMICS INC | 2,596,779 | 46,197,000 | 7.67% | ||
| 6 | SHORETEL INC | 5,031,515 | 34,315,000 | 5.69% | ||
| 7 | BAZAARVOICE INC COM | 5,986,391 | 33,823,000 | 5.61% | ||
| 8 | ENTEGRIS INC | 2,253,476 | 30,850,000 | 5.12% | ||
| 9 | Callidus Software Inc | 2,105,236 | 26,694,000 | 4.43% | ||
| 10 | HARMONIC INC | 3,134,089 | 23,224,000 | 3.85% | ||
| 11 | Model N Inc | 1,871,182 | 22,379,000 | 3.71% | ||
| 12 | AGILYSYS INC COM | 2,168,161 | 21,335,000 | 3.54% | ||
| 13 | SCIQUEST INC | 1,235,605 | 20,919,000 | 3.47% | ||
| 14 | GUIDANCE SOFTWARE INC | 3,604,793 | 19,502,000 | 3.24% | ||
| 15 | SERVICESOURCE INTL | 5,317,084 | 16,483,000 | 2.74% | ||
| 16 | SUPPORT COM INC | 6,790,250 | 10,593,000 | 1.76% | ||
| 17 | CASCADE MICROTECH INC | 660,456 | 8,969,000 | 1.49% | ||
| 18 | RICHARDSON ELECTRS LTD | 992,442 | 8,912,000 | 1.48% | ||
| 19 | KOFAX LTD | 525,025 | 5,749,000 | 0.95% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001323953-15-000019, filed 2015.05.14).
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.
