| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LAM RESEARCH CORP | 989,904 | 80,529,000 | 11.37% | ||
| 2 | ASPEN TECHNOLOGY INC | 1,693,758 | 77,151,000 | 10.89% | ||
| 3 | BLACKBAUD INC COM | 1,050,835 | 59,845,000 | 8.45% | ||
| 4 | ANGIODYNAMICS INC | 2,991,794 | 49,065,000 | 6.93% | ||
| 5 | ENTEGRIS INC | 3,049,957 | 44,438,000 | 6.27% | ||
| 6 | SHORETEL INC | 5,612,318 | 38,052,000 | 5.37% | ||
| 7 | BAZAARVOICE INC COM | 6,413,582 | 37,776,000 | 5.33% | ||
| 8 | SCIQUEST INC | 2,452,882 | 36,327,000 | 5.13% | ||
| 9 | Callidus Software Inc | 2,264,337 | 35,278,000 | 4.98% | ||
| 10 | TYLER TECHNOLOGIES INC | 253,065 | 32,742,000 | 4.62% | ||
| 11 | SERVICESOURCE INTL | 5,746,337 | 31,432,000 | 4.44% | ||
| 12 | GUIDANCE SOFTWARE INC | 3,604,793 | 30,533,000 | 4.31% | ||
| 13 | HARMONIC INC | 4,325,687 | 29,544,000 | 4.17% | ||
| 14 | Model N Inc | 1,990,935 | 23,712,000 | 3.35% | ||
| 15 | LUMINEX CORP DEL COM | 1,250,252 | 21,579,000 | 3.05% | ||
| 16 | AGILYSYS INC COM | 2,233,733 | 20,506,000 | 2.89% | ||
| 17 | LIVEPERSON INC | 2,009,264 | 19,711,000 | 2.78% | ||
| 18 | CONSTANT CONTACT INC | 666,942 | 19,181,000 | 2.71% | ||
| 19 | SUPPORT COM INC | 5,243,380 | 7,393,000 | 1.04% | ||
| 20 | CASCADE MICROTECH INC | 452,500 | 6,889,000 | 0.97% | ||
| 21 | RICHARDSON ELECTRS LTD | 822,146 | 6,643,000 | 0.94% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001323953-15-000023, filed 2015.08.13).
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.
