| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LAM RESEARCH CORP | 1,124,375 | 73,455,000 | 9.81% | ||
| 2 | ASPEN TECHNOLOGY INC | 1,757,303 | 66,619,000 | 8.89% | ||
| 3 | BLACKBAUD INC COM | 1,022,922 | 57,406,000 | 7.66% | ||
| 4 | ENTEGRIS INC | 3,483,958 | 45,953,000 | 6.14% | ||
| 5 | CONSTANT CONTACT INC | 1,894,183 | 45,915,000 | 6.13% | ||
| 6 | SHORETEL INC | 5,873,092 | 43,872,000 | 5.86% | ||
| 7 | ANGIODYNAMICS INC | 3,181,056 | 41,958,000 | 5.60% | ||
| 8 | Callidus Software Inc | 2,264,337 | 38,471,000 | 5.14% | ||
| 9 | TYLER TECHNOLOGIES INC | 248,265 | 37,068,000 | 4.95% | ||
| 10 | HARMONIC INC | 6,133,234 | 35,573,000 | 4.75% | ||
| 11 | BAZAARVOICE INC COM | 7,186,180 | 32,410,000 | 4.33% | ||
| 12 | Acxiom Corp | 1,541,446 | 30,459,000 | 4.07% | ||
| 13 | LIVEPERSON INC | 3,964,018 | 29,968,000 | 4.00% | ||
| 14 | SCIQUEST INC | 2,705,182 | 27,052,000 | 3.61% | ||
| 15 | LUMINEX CORP DEL COM | 1,573,948 | 26,615,000 | 3.55% | ||
| 16 | AGILYSYS INC COM | 2,212,531 | 24,603,000 | 3.28% | ||
| 17 | SERVICESOURCE INTL | 5,876,948 | 23,508,000 | 3.14% | ||
| 18 | CORNERSTONE ONDEMAND INC | 703,676 | 23,221,000 | 3.10% | ||
| 19 | Model N Inc | 2,206,106 | 22,083,000 | 2.95% | ||
| 20 | GUIDANCE SOFTWARE INC | 3,542,421 | 21,325,000 | 2.85% | ||
| 21 | SUPPORT COM INC | 1,309,997 | 1,467,000 | 0.20% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001323953-15-000025, filed 2015.11.16).
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.
