| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SILICON MOTION TECHNOLOGY CO SPONSORED ADR | 504,000 | 24,081,000 | 10.09% | ||
| 2 | DESCARTES SYS GROUP INC COM | 550,000 | 10,499,000 | 4.40% | ||
| 3 | PEGASYSTEMS INC | 381,000 | 10,260,000 | 4.30% | ||
| 4 | MELLANOX TECHNOLOGIES LTD | 189,900 | 9,103,000 | 3.81% | ||
| 5 | CEVA Inc | 318,382 | 8,647,000 | 3.62% | ||
| 6 | RADWARE LTD | 676,000 | 7,611,000 | 3.19% | ||
| 7 | VIASAT INC | 100,000 | 7,139,000 | 2.99% | ||
| 8 | 8X8 INC NEW COM | 480,000 | 7,008,000 | 2.94% | ||
| 9 | BOINGO WIRELESS INC COM | 660,000 | 5,880,000 | 2.46% | ||
| 10 | PROOFPOINT INC | 92,403 | 5,828,000 | 2.44% | ||
| 11 | AVG Technologies NV | 300,000 | 5,693,000 | 2.38% | ||
| 12 | INPHI CORP | 172,000 | 5,507,000 | 2.31% | ||
| 13 | FIVE9 INC | 450,000 | 5,350,000 | 2.24% | ||
| 14 | MENTOR GRAPHICS CORP | 250,000 | 5,310,000 | 2.22% | ||
| 15 | FABRINET SHS | 140,000 | 5,194,000 | 2.18% | ||
| 16 | Callidus Software Inc | 260,000 | 5,192,000 | 2.17% | ||
| 17 | WEBSITE PROS INC COM | 250,000 | 4,545,000 | 1.90% | ||
| 18 | EPIQ SYSTEMS INC. | 300,000 | 4,374,000 | 1.83% | ||
| 19 | HYDROGENICS CORP NEW | 610,000 | 4,209,000 | 1.76% | ||
| 20 | BRIGHTCOVE INC COM | 471,000 | 4,135,000 | 1.73% | ||
| 21 | PLANET PAYMENT INC | 882,000 | 3,951,000 | 1.66% | ||
| 22 | CAVIUM INC | 100,000 | 3,861,000 | 1.62% | ||
| 23 | Barracuda Networks Inc | 230,000 | 3,482,000 | 1.46% | ||
| 24 | BANKRATE INC DEL COM | 450,000 | 3,366,000 | 1.41% | ||
| 25 | NETSCOUT SYS INC | 150,000 | 3,337,000 | 1.40% | ||
| 26 | VASCO DATA SEC INTL INC | 200,000 | 3,278,000 | 1.37% | ||
| 27 | SPS COMM INC | 50,000 | 3,032,000 | 1.27% | ||
| 28 | APIGEE CORP COM | 233,920 | 2,853,000 | 1.20% | ||
| 29 | Nimble Storage | 350,182 | 2,783,000 | 1.17% | ||
| 30 | 51JOB INC SP ADR REP COM | 94,000 | 2,755,000 | 1.15% | ||
| 31 | YELP INC | 90,000 | 2,732,000 | 1.14% | ||
| 32 | ATTUNITY LTD | 294,200 | 2,724,000 | 1.14% | ||
| 33 | Bitauto Holdings Ltd | 100,000 | 2,698,000 | 1.13% | ||
| 34 | QUALYS INC | 87,250 | 2,597,000 | 1.09% | ||
| 35 | ORBOTECH LTD | 100,000 | 2,552,000 | 1.07% | ||
| 36 | IMPERVA INC | 50,000 | 2,151,000 | 0.90% | ||
| 37 | CHINA DISTANCE ED HLDGS LTD | 206,473 | 2,132,000 | 0.89% | ||
| 38 | RINGCENTRAL INC | 100,000 | 1,971,000 | 0.83% | ||
| 39 | CHIPMOS TECH BERMUDA LTD | 105,000 | 1,901,000 | 0.80% | ||
| 40 | POWER INTEGRATIONS INC COM | 35,000 | 1,751,000 | 0.73% | ||
| 41 | APPLE COMPUTER INC | 17,635 | 1,685,000 | 0.71% | ||
| 42 | ZHAOPIN LTD | 115,000 | 1,676,000 | 0.70% | ||
| 43 | ENERGOUS CORP | 125,000 | 1,616,000 | 0.68% | ||
| 44 | RADISYS CORP COM | 355,500 | 1,592,000 | 0.67% | ||
| 45 | LIVEPERSON INC | 250,000 | 1,585,000 | 0.66% | ||
| 46 | NOVADAQ TECHNOLOGIES INC | 152,623 | 1,501,000 | 0.63% | ||
| 47 | SILICOM LTD ORD | 50,000 | 1,494,000 | 0.63% | ||
| 48 | BOTTOMLINE TECH DEL INC COM | 67,000 | 1,440,000 | 0.60% | ||
| 49 | AMAZON COM INC | 2,000 | 1,431,000 | 0.60% | ||
| 50 | SAFEGUARD SCIENTIFICS INCORPORATED COM NEW | 106,000 | 1,323,000 | 0.55% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001512022-16-000006, filed 2016.08.08).
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.
