| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | INFOBLOX INC | 863,215 | 17,446,000 | 12.10% | ||
| 2 | TOWER SEMICONDUCTOR LTD SHS NEW | 860,550 | 11,471,000 | 7.96% | ||
| 3 | MATTSON TECHNOLOGY INC | 2,900,000 | 9,860,000 | 6.84% | ||
| 4 | KVH INDS INC COM | 726,479 | 9,190,000 | 6.37% | ||
| 5 | PROOFPOINT INC | 150,000 | 7,235,000 | 5.02% | ||
| 6 | VERIFONE SYS INC | 187,800 | 6,986,000 | 4.84% | ||
| 7 | CONTROL4 CORP | 450,000 | 6,917,000 | 4.80% | ||
| 8 | ARC DOCUMENT SOLUTIONS INC COM | 615,000 | 6,285,000 | 4.36% | ||
| 9 | QUMU CORP | 451,340 | 6,170,000 | 4.28% | ||
| 10 | CALIX INC COM | 600,000 | 6,012,000 | 4.17% | ||
| 11 | COMSCORE INC | 120,000 | 5,572,000 | 3.86% | ||
| 12 | PITNEY BOWES INC COM | 220,500 | 5,374,000 | 3.73% | ||
| 13 | IMMERSION CORP | 560,000 | 5,303,000 | 3.68% | ||
| 14 | NOVA MEASURING INSTRUMENTS | 492,000 | 5,112,000 | 3.55% | ||
| 15 | TELENAV INC COM | 736,900 | 4,915,000 | 3.41% | ||
| 16 | KOFAX LTD | 681,000 | 4,787,000 | 3.32% | ||
| 17 | DYCOM INDS INC COM | 134,000 | 4,702,000 | 3.26% | ||
| 18 | Acxiom Corp | 230,000 | 4,662,000 | 3.23% | ||
| 19 | ADEPT TECHNOLOGY INC | 506,128 | 4,393,000 | 3.05% | ||
| 20 | EGAIN CORP | 833,000 | 4,315,000 | 2.99% | ||
| 21 | Royal Gold Inc | 331,000 | 3,979,000 | 2.76% | ||
| 22 | TURTLE BEACH CORP COM | 1,100,000 | 3,509,000 | 2.43% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001511172-15-000005, filed 2015.02.17).
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.
