| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LAM RESEARCH CORP | 973,062 | 80,375,000 | 10.10% | ||
| 2 | CORNERSTONE ONDEMAND INC | 2,253,772 | 73,856,000 | 9.28% | ||
| 3 | ASPEN TECHNOLOGY INC | 1,594,978 | 57,627,000 | 7.24% | ||
| 4 | BLACKBAUD INC COM | 869,561 | 54,687,000 | 6.87% | ||
| 5 | ENTEGRIS INC | 3,892,115 | 53,011,000 | 6.66% | ||
| 6 | Acxiom Corp | 2,304,558 | 49,410,000 | 6.21% | ||
| 7 | Callidus Software Inc | 2,721,878 | 45,401,000 | 5.71% | ||
| 8 | SHORETEL INC | 5,766,368 | 42,902,000 | 5.39% | ||
| 9 | ANGIODYNAMICS INC | 3,385,402 | 41,607,000 | 5.23% | ||
| 10 | TYLER TECHNOLOGIES INC | 308,582 | 39,687,000 | 4.99% | ||
| 11 | SCIQUEST INC | 2,679,811 | 37,196,000 | 4.67% | ||
| 12 | LUMINEX CORP DEL COM | 1,645,903 | 31,931,000 | 4.01% | ||
| 13 | LIVEPERSON INC | 4,818,620 | 28,189,000 | 3.54% | ||
| 14 | SERVICESOURCE INTL | 6,571,647 | 27,995,000 | 3.52% | ||
| 15 | Model N Inc | 2,401,177 | 25,861,000 | 3.25% | ||
| 16 | BAZAARVOICE INC COM | 7,447,740 | 23,460,000 | 2.95% | ||
| 17 | AGILYSYS INC COM | 2,272,127 | 23,198,000 | 2.92% | ||
| 18 | HARMONIC INC | 6,815,490 | 22,287,000 | 2.80% | ||
| 19 | IMPRIVATA INC | 1,610,884 | 20,345,000 | 2.56% | ||
| 20 | GUIDANCE SOFTWARE INC | 3,882,421 | 16,694,000 | 2.10% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001323953-16-000048, filed 2016.05.13).
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.
