| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | INFOBLOX INC | 2,718,943 | 71,699,000 | 32.69% | ||
| 2 | CommVault Systems Inc | 255,430 | 13,571,000 | 6.19% | ||
| 3 | BLACKHAWK NETWORK COM USD0.001 | 407,232 | 12,286,000 | 5.60% | ||
| 4 | IMPERVA INC | 216,847 | 11,647,000 | 5.31% | ||
| 5 | ADVISORY BRD CO COM | 259,436 | 11,607,000 | 5.29% | ||
| 6 | PTC | 260,659 | 11,550,000 | 5.27% | ||
| 7 | RINGCENTRAL INC | 466,554 | 11,039,000 | 5.03% | ||
| 8 | BOTTOMLINE TECH DEL INC COM | 461,851 | 10,766,000 | 4.91% | ||
| 9 | SHORETEL INC | 1,260,245 | 10,082,000 | 4.60% | ||
| 10 | COMSCORE INC | 235,282 | 7,214,000 | 3.29% | ||
| 11 | WEX INC | 53,348 | 5,766,000 | 2.63% | ||
| 12 | HUBSPOT INCORPORATED | 87,551 | 5,045,000 | 2.30% | ||
| 13 | GODADDY INC | 140,898 | 4,865,000 | 2.22% | ||
| 14 | EXA CORP | 300,865 | 4,829,000 | 2.20% | ||
| 15 | SALESFORCE COM INC | 66,475 | 4,742,000 | 2.16% | ||
| 16 | PROOFPOINT INC | 61,795 | 4,625,000 | 2.11% | ||
| 17 | MICROSOFT CORP | 71,793 | 4,135,000 | 1.89% | ||
| 18 | AMAZON COM INC | 4,170 | 3,492,000 | 1.59% | ||
| 19 | Q2 Holdings Inc | 121,693 | 3,488,000 | 1.59% | ||
| 20 | F5 NETWORKS INC | 26,000 | 3,241,000 | 1.48% | Call | |
| 21 | NEW RELIC INC | 76,050 | 2,914,000 | 1.33% | ||
| 22 | The Trade Desk, Inc. | 25,000 | 730,000 | 0.33% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001569532-16-000012, 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.
