| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LAM RESEARCH CORP | 931,062 | 73,945,000 | 9.67% | ||
| 2 | ASPEN TECHNOLOGY INC | 1,621,872 | 61,242,000 | 8.01% | ||
| 3 | BLACKBAUD INC COM | 858,361 | 56,532,000 | 7.39% | ||
| 4 | ENTEGRIS INC | 3,685,883 | 48,912,000 | 6.39% | ||
| 5 | SHORETEL INC | 5,444,211 | 48,181,000 | 6.30% | ||
| 6 | ANGIODYNAMICS INC | 3,336,200 | 40,501,000 | 5.29% | ||
| 7 | CORNERSTONE ONDEMAND INC | 1,113,133 | 38,436,000 | 5.02% | ||
| 8 | TYLER TECHNOLOGIES INC | 207,741 | 36,213,000 | 4.73% | ||
| 9 | Acxiom Corp | 1,693,826 | 35,435,000 | 4.63% | ||
| 10 | SCIQUEST INC | 2,679,811 | 34,757,000 | 4.54% | ||
| 11 | Callidus Software Inc | 1,813,103 | 33,669,000 | 4.40% | ||
| 12 | BAZAARVOICE INC COM | 7,234,180 | 31,686,000 | 4.14% | ||
| 13 | LIVEPERSON INC | 4,608,187 | 31,105,000 | 4.07% | ||
| 14 | LUMINEX CORP DEL COM | 1,420,848 | 30,392,000 | 3.97% | ||
| 15 | SERVICESOURCE INTL | 6,400,438 | 29,506,000 | 3.86% | ||
| 16 | Model N Inc | 2,322,451 | 25,919,000 | 3.39% | ||
| 17 | HARMONIC INC | 6,312,958 | 25,694,000 | 3.36% | ||
| 18 | GUIDANCE SOFTWARE INC | 3,882,421 | 23,372,000 | 3.06% | ||
| 19 | AGILYSYS INC COM | 2,244,809 | 22,426,000 | 2.93% | ||
| 20 | CARDIOVASCULAR SYS INC DEL COM | 1,322,113 | 19,990,000 | 2.61% | ||
| 21 | IMPRIVATA INC | 1,514,805 | 17,117,000 | 2.24% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001323953-16-000031, filed 2016.02.16).
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.
