| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TELENAV INC COM | 350,000 | 2,345,000 | 1.42% | ||
| 2 | Capstone Turbine | 2,293,650 | 2,454,000 | 1.49% | ||
| 3 | VEECO INSTRS INC DEL COM | 75,000 | 2,621,000 | 1.59% | ||
| 4 | ADEPT TECHNOLOGY INC | 342,329 | 2,879,000 | 1.74% | ||
| 5 | EURONET WORLDWIDE INC | 100,000 | 4,779,000 | 2.89% | ||
| 6 | ESCO TECHNOLOGIES INC COM | 142,000 | 4,939,000 | 2.99% | ||
| 7 | NOVA MEASURING INSTRUMENTS L | 490,300 | 5,295,000 | 3.21% | ||
| 8 | EGAIN CORP | 905,522 | 5,433,000 | 3.29% | ||
| 9 | FEI COMPANY | 73,000 | 5,506,000 | 3.33% | ||
| 10 | EXTREME NETWORKS INC | 1,163,178 | 5,572,000 | 3.37% | ||
| 11 | Royal Gold Inc | 500,000 | 6,680,000 | 4.05% | ||
| 12 | MATTSON TECHNOLOGY INC | 2,850,700 | 7,041,000 | 4.26% | ||
| 13 | DYCOM INDS INC | 237,000 | 7,278,000 | 4.41% | ||
| 14 | VERIFONE SYS INC | 230,000 | 7,907,000 | 4.79% | ||
| 15 | PROOFPOINT INC | 218,900 | 8,130,000 | 4.92% | ||
| 16 | PITNEY BOWES INC | 340,500 | 8,509,000 | 5.15% | ||
| 17 | KVH INDS INC COM | 824,252 | 9,331,000 | 5.65% | ||
| 18 | KOFAX LTD | 1,231,000 | 9,528,000 | 5.77% | ||
| 19 | TURTLE BEACH CORP COM | 1,246,600 | 9,536,000 | 5.78% | ||
| 20 | QUMU CORP | 735,261 | 9,558,000 | 5.79% | ||
| 21 | TOWER SEMICONDUCTOR LTD | 939,900 | 9,559,000 | 5.79% | ||
| 22 | CONTROL4 CORP | 798,751 | 10,328,000 | 6.25% | ||
| 23 | INFOBLOX INC | 1,350,037 | 19,913,000 | 12.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001511172-14-000028, filed 2014.11.14).
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.
