| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VERINT SYS INC COM | 5,551,934 | 308,743,000 | 8.10% | ||
| 2 | QLIK TECHNOLOGIES INC COM | 11,178,310 | 302,262,000 | 7.93% | ||
| 3 | ALTERA CORPORATION | 6,643,824 | 237,716,000 | 6.24% | ||
| 4 | PMC-SIERRA INC | 26,630,868 | 198,666,000 | 5.22% | ||
| 5 | SHIRE PLC | 730,925 | 189,346,000 | 4.97% | ||
| 6 | LINKEDIN CORP COM CL A | 895,900 | 186,159,000 | 4.89% | ||
| 7 | ALTERA CORPORATION | 3,950,000 | 141,331,000 | 3.71% | Call | |
| 8 | LIBERTY GLOBAL PLC | 3,343,100 | 137,117,000 | 3.60% | ||
| 9 | MICRON TECHNOLOGY INC | 3,781,651 | 129,559,000 | 3.40% | ||
| 10 | EMC | 4,271,817 | 124,993,000 | 3.28% | ||
| 11 | COMSCORE INC | 3,271,393 | 119,111,000 | 3.13% | ||
| 12 | INFORMATICA CORP | 3,035,391 | 103,932,000 | 2.73% | ||
| 13 | F5 NETWORKS INC | 867,624 | 103,022,000 | 2.70% | ||
| 14 | Equinix Inc New | 478,266 | 101,622,000 | 2.67% | ||
| 15 | YAHOO INC | 2,164,200 | 88,191,000 | 2.32% | ||
| 16 | IAC INTERACTIVECORP | 1,260,000 | 83,034,000 | 2.18% | ||
| 17 | HCA HOLDINGS INC | 1,050,800 | 74,102,000 | 1.95% | ||
| 18 | LogMeIn Inc | 1,370,436 | 63,136,000 | 1.66% | ||
| 19 | ILLUMINA INC | 365,000 | 59,831,000 | 1.57% | ||
| 20 | SOLARWINDS INC | 1,415,382 | 59,517,000 | 1.56% | ||
| 21 | Allergan plc | 310,000 | 55,239,000 | 1.45% | ||
| 22 | INFOBLOX INC | 3,719,513 | 54,863,000 | 1.44% | ||
| 23 | RPX CORP | 3,693,066 | 50,706,000 | 1.33% | ||
| 24 | RADWARE LTD | 2,719,723 | 48,030,000 | 1.26% | ||
| 25 | MCKESSON CORP | 225,000 | 43,801,000 | 1.15% | ||
| 26 | COVIDIEN PLC | 480,194 | 41,542,000 | 1.09% | ||
| 27 | JACK IN THE BOX INC | 565,200 | 38,541,000 | 1.01% | ||
| 28 | ELECTRONICS FOR IMAGING INC | 834,090 | 36,842,000 | 0.97% | ||
| 29 | CHIPOTLE MEXICAN GRILL INC | 54,828 | 36,548,000 | 0.96% | ||
| 30 | Mylan Inc | 700,550 | 31,868,000 | 0.84% | ||
| 31 | NICE LTD | 695,000 | 28,349,000 | 0.74% | ||
| 32 | AMGEN INC | 200,000 | 28,092,000 | 0.74% | ||
| 33 | WORKDAY A | 330,488 | 27,265,000 | 0.72% | ||
| 34 | VIPSHOP HLDGS LTD | 133,000 | 25,138,000 | 0.66% | ||
| 35 | PROOFPOINT INC | 635,827 | 23,615,000 | 0.62% | ||
| 36 | Ixia | 2,560,567 | 23,404,000 | 0.61% | ||
| 37 | PMC-SIERRA INC | 3,000,000 | 22,380,000 | 0.59% | Call | |
| 38 | NCR CORP NEW | 590,000 | 19,712,000 | 0.52% | ||
| 39 | InvenSense, Inc. | 910,000 | 17,954,000 | 0.47% | Put | |
| 40 | Receptos Inc | 266,988 | 16,583,000 | 0.44% | ||
| 41 | ELLIE MAE INCORPORATED | 496,077 | 16,172,000 | 0.42% | ||
| 42 | SALIX PHARMACEUTICALS INC | 99,994 | 15,623,000 | 0.41% | ||
| 43 | YELP INC | 214,000 | 14,606,000 | 0.38% | ||
| 44 | ADVANCE AUTO PARTS INC | 105,500 | 13,747,000 | 0.36% | ||
| 45 | BRUNSWICK CORP | 319,879 | 13,480,000 | 0.35% | ||
| 46 | SONIC CORP | 568,274 | 12,707,000 | 0.33% | ||
| 47 | PALO ALTO NETWORKS | 123,168 | 12,083,000 | 0.32% | ||
| 48 | ALLOT COMMUNICATIONS LTD | 973,795 | 11,121,000 | 0.29% | ||
| 49 | APPLIED MATLS INC | 500,000 | 10,805,000 | 0.28% | ||
| 50 | VEEVA SYS INC | 380,000 | 10,705,000 | 0.28% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-14-006277, filed 2014.11.13).
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.
