| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Acxiom Corp | 3,243,496 | 86,926,000 | 9.47% | ||
| 2 | LAM RESEARCH CORP | 678,062 | 71,691,000 | 7.81% | ||
| 3 | CORNERSTONE ONDEMAND INC | 1,579,229 | 66,817,000 | 7.28% | ||
| 4 | ENTEGRIS INC | 3,457,147 | 61,883,000 | 6.74% | ||
| 5 | VERINT SYS INC COM | 1,743,512 | 61,459,000 | 6.70% | ||
| 6 | TYLER TECHNOLOGIES INC | 364,449 | 52,032,000 | 5.67% | ||
| 7 | MONOTYPE IMAGING HLDGS INC | 2,346,280 | 46,574,000 | 5.07% | ||
| 8 | Callidus Software Inc | 2,727,527 | 45,822,000 | 4.99% | ||
| 9 | COMSCORE INC | 1,446,847 | 45,691,000 | 4.98% | ||
| 10 | SERVICESOURCE INTL | 7,584,716 | 43,081,000 | 4.69% | ||
| 11 | BLACKBAUD INC COM | 619,030 | 39,618,000 | 4.32% | ||
| 12 | LUMINEX CORP DEL COM | 1,905,145 | 38,541,000 | 4.20% | ||
| 13 | LIVEPERSON INC | 4,710,702 | 35,566,000 | 3.88% | ||
| 14 | ANGIODYNAMICS INC | 2,066,652 | 34,864,000 | 3.80% | ||
| 15 | HARMONIC INC | 6,871,386 | 34,357,000 | 3.74% | ||
| 16 | BAZAARVOICE INC COM | 6,885,096 | 33,393,000 | 3.64% | ||
| 17 | SHORETEL INC | 4,402,366 | 31,477,000 | 3.43% | ||
| 18 | GUIDANCE SOFTWARE INC | 3,882,421 | 27,488,000 | 3.00% | ||
| 19 | AGILYSYS INC COM | 2,256,143 | 23,374,000 | 2.55% | ||
| 20 | Model N Inc | 2,322,794 | 20,557,000 | 2.24% | ||
| 21 | VERSUM MATLS INC | 590,597 | 16,578,000 | 1.81% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001323953-17-000013, filed 2017.02.14).
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.
