| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SILICON MOTION TECHNOLOGY CO SPONSORED ADR | 486,000 | 25,160,000 | 9.33% | ||
| 2 | DESCARTES SYS GROUP INC COM | 550,000 | 11,814,000 | 4.38% | ||
| 3 | PEGASYSTEMS INC | 381,000 | 11,231,000 | 4.16% | ||
| 4 | CEVA Inc | 318,382 | 11,156,000 | 4.14% | ||
| 5 | RADWARE LTD | 776,000 | 10,662,000 | 3.95% | ||
| 6 | MELLANOX TECHNOLOGIES LTD | 189,900 | 8,211,000 | 3.04% | ||
| 7 | AVG Technologies NV | 300,000 | 7,506,000 | 2.78% | ||
| 8 | VIASAT INC | 100,000 | 7,462,000 | 2.77% | ||
| 9 | FIVE9 INC | 450,000 | 7,051,000 | 2.61% | ||
| 10 | INPHI CORP | 162,000 | 7,047,000 | 2.61% | ||
| 11 | BOINGO WIRELESS INC COM | 660,000 | 6,778,000 | 2.51% | ||
| 12 | MENTOR GRAPHICS CORP | 250,000 | 6,610,000 | 2.45% | ||
| 13 | FABRINET SHS | 140,000 | 6,239,000 | 2.31% | ||
| 14 | BRIGHTCOVE INC COM | 471,000 | 6,141,000 | 2.28% | ||
| 15 | 8X8 INC NEW COM | 380,000 | 5,859,000 | 2.17% | ||
| 16 | Barracuda Networks Inc | 230,000 | 5,855,000 | 2.17% | ||
| 17 | CAVIUM INC | 100,000 | 5,819,000 | 2.16% | ||
| 18 | EPIQ SYSTEMS INC. | 300,000 | 4,947,000 | 1.83% | ||
| 19 | Callidus Software Inc | 260,000 | 4,771,000 | 1.77% | ||
| 20 | APIGEE CORP COM | 272,706 | 4,739,000 | 1.76% | ||
| 21 | NETSCOUT SYS INC | 150,000 | 4,385,000 | 1.63% | ||
| 22 | WEBSITE PROS INC COM | 250,000 | 4,315,000 | 1.60% | ||
| 23 | HYDROGENICS CORP NEW | 610,000 | 4,001,000 | 1.48% | ||
| 24 | BANKRATE INC DEL COM | 450,000 | 3,811,000 | 1.41% | ||
| 25 | YELP INC | 90,000 | 3,752,000 | 1.39% | ||
| 26 | SPS COMM INC | 50,000 | 3,668,000 | 1.36% | ||
| 27 | VASCO DATA SEC INTL INC | 200,000 | 3,520,000 | 1.31% | ||
| 28 | QUALYS INC | 87,250 | 3,331,000 | 1.24% | ||
| 29 | 51JOB INC SP ADR REP COM | 94,000 | 3,135,000 | 1.16% | ||
| 30 | Nimble Storage | 350,182 | 3,092,000 | 1.15% | ||
| 31 | ORBOTECH LTD | 100,000 | 2,961,000 | 1.10% | ||
| 32 | Bitauto Holdings Ltd | 100,000 | 2,908,000 | 1.08% | ||
| 33 | IMPERVA INC | 50,000 | 2,685,000 | 1.00% | ||
| 34 | CHINA DISTANCE ED HLDGS LTD | 206,473 | 2,665,000 | 0.99% | ||
| 35 | ENERGOUS CORP | 125,000 | 2,442,000 | 0.91% | ||
| 36 | RINGCENTRAL INC | 100,000 | 2,365,000 | 0.88% | ||
| 37 | POWER INTEGRATIONS INC COM | 35,000 | 2,205,000 | 0.82% | ||
| 38 | LIVEPERSON INC | 250,000 | 2,100,000 | 0.78% | ||
| 39 | CHIPMOS TECH BERMUDA LTD | 105,000 | 2,077,000 | 0.77% | ||
| 40 | SILICOM LTD ORD | 50,000 | 2,067,000 | 0.77% | ||
| 41 | APPLE COMPUTER INC | 17,635 | 1,992,000 | 0.74% | ||
| 42 | VARONIS SYS INC COM | 65,000 | 1,955,000 | 0.72% | ||
| 43 | ATTUNITY LTD | 294,200 | 1,944,000 | 0.72% | ||
| 44 | RADISYS CORP COM | 355,500 | 1,898,000 | 0.70% | ||
| 45 | KORNIT DIGITAL LTD | 200,000 | 1,878,000 | 0.70% | ||
| 46 | NOVADAQ TECHNOLOGIES INC | 152,623 | 1,762,000 | 0.65% | ||
| 47 | ZHAOPIN LTD | 115,000 | 1,725,000 | 0.64% | ||
| 48 | AMAZON COM INC | 2,000 | 1,674,000 | 0.62% | ||
| 49 | NEOPHOTONICS CORP | 100,000 | 1,633,000 | 0.61% | ||
| 50 | BOTTOMLINE TECH DEL INC COM | 67,000 | 1,561,000 | 0.58% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001512022-16-000007, filed 2016.11.14).
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.
