| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | ELECTRONICS FOR IMAGING INC | 854,891 | 38,641,000 | 1.15% | ||
| 52 | GREEN PLAINS INC COM | 1,196,890 | 39,342,000 | 1.17% | ||
| 53 | National Australia Bank ADR | 800,550 | 41,276,000 | 1.23% | ||
| 54 | NCR CORP NEW | 1,409,397 | 49,456,000 | 1.47% | ||
| 55 | RADWARE LTD | 2,936,301 | 49,535,000 | 1.47% | ||
| 56 | RPX CORP | 2,818,973 | 50,037,000 | 1.49% | ||
| 57 | MCKESSON CORP | 274,244 | 51,067,000 | 1.52% | ||
| 58 | SHUTTERFLY INC | 1,210,590 | 52,128,000 | 1.55% | ||
| 59 | SOLARWINDS INC | 1,504,000 | 58,145,000 | 1.73% | ||
| 60 | HCA HOLDINGS INC | 1,100,800 | 62,063,000 | 1.85% | ||
| 61 | PTC INC | 1,646,500 | 63,884,000 | 1.90% | ||
| 62 | LOGMEIN INC | 1,423,006 | 66,341,000 | 1.97% | ||
| 63 | INFORMATICA CORP | 1,876,501 | 66,897,000 | 1.99% | ||
| 64 | CELGENE CORP | 830,000 | 71,280,000 | 2.12% | ||
| 65 | YAHOO INC | 2,464,200 | 86,567,000 | 2.58% | ||
| 66 | LIBERTY GLOBAL PLC | 2,199,000 | 93,040,000 | 2.77% | ||
| 67 | COMSCORE INC | 2,841,132 | 100,803,000 | 3.00% | ||
| 68 | ILLUMINA INC | 625,000 | 111,588,000 | 3.32% | ||
| 69 | Intuit Inc | 650,900 | 111,610,000 | 3.32% | ||
| 70 | E M C CORP MASS COM | 4,367,504 | 115,040,000 | 3.42% | ||
| 71 | Equinix Inc New | 575,808 | 120,972,000 | 3.60% | ||
| 72 | ALTERA CORPORATION | 3,950,000 | 137,302,000 | 4.09% | Call | |
| 73 | F5 NETWORKS INC | 1,316,423 | 146,702,000 | 4.37% | ||
| 74 | ALTERA CORPORATION | 5,208,824 | 181,059,000 | 5.39% | ||
| 75 | PMC-SIERRA INC | 25,494,568 | 194,014,000 | 5.78% | ||
| 76 | QLIK TECHNOLOGIES INC COM | 10,959,693 | 247,908,000 | 7.38% | ||
| 77 | VERINT SYS INC | 5,132,345 | 251,742,000 | 7.49% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-14-004372, filed 2014.08.13).
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.
