| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VERIFONE SYS INC | 400,000 | 14,700,000 | 7.66% | ||
| 2 | PITNEY BOWES INC COM | 500,500 | 13,824,000 | 7.21% | ||
| 3 | INFOBLOX INC | 1,000,000 | 13,150,000 | 6.85% | ||
| 4 | CONTROL4 CORP | 650,700 | 12,728,000 | 6.63% | ||
| 5 | QUMU CORP | 859,725 | 12,028,000 | 6.27% | ||
| 6 | KVH INDS INC COM | 900,000 | 11,727,000 | 6.11% | ||
| 7 | Rubicon Technology | 1,250,000 | 10,938,000 | 5.70% | ||
| 8 | KOFAX LTD | 1,250,000 | 10,750,000 | 5.60% | ||
| 9 | PROOFPOINT INC | 275,000 | 10,302,000 | 5.37% | ||
| 10 | ATMEL CORP | 1,050,000 | 9,839,000 | 5.13% | ||
| 11 | DYCOM INDS INC COM | 300,000 | 9,393,000 | 4.90% | ||
| 12 | TURTLE BEACH CORP COM | 950,000 | 8,778,000 | 4.58% | ||
| 13 | CYRUSONE INC | 350,000 | 8,715,000 | 4.54% | ||
| 14 | EGAIN CORP | 1,250,000 | 8,463,000 | 4.41% | ||
| 15 | ESCO TECHNOLOGIES INC | 225,000 | 7,794,000 | 4.06% | ||
| 16 | MATTSON TECHNOLOGY INC | 3,000,000 | 6,570,000 | 3.42% | ||
| 17 | Royal Gold Inc | 550,000 | 6,551,000 | 3.41% | ||
| 18 | NOVA MEASURING INSTRUMENTS | 525,000 | 6,305,000 | 3.29% | ||
| 19 | TOWER SEMICONDUCTOR LTD SHS NEW | 385,000 | 3,496,000 | 1.82% | ||
| 20 | AROTECH CORP COM NEW | 693,487 | 3,093,000 | 1.61% | ||
| 21 | Capstone Turbine | 950,000 | 1,435,000 | 0.75% | ||
| 22 | NETLIST INC | 979,002 | 1,263,000 | 0.66% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001511172-14-000025, filed 2014.08.14).
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.
