| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IMPERVA INC | 743,252 | 39,920,000 | 4.85% | ||
| 2 | INFOBLOX INC | 1,471,823 | 38,811,000 | 4.72% | ||
| 3 | PALO ALTO NETWORKS | 232,174 | 36,992,000 | 4.50% | ||
| 4 | QUALYS INC | 947,511 | 36,185,000 | 4.40% | ||
| 5 | JUNIPER NETWORKS | 1,452,590 | 34,948,000 | 4.25% | ||
| 6 | SCIENCE APPLICATIONS INTL CORP COM | 501,249 | 34,771,000 | 4.23% | ||
| 7 | CISCO SYS INC | 1,091,265 | 34,614,000 | 4.21% | ||
| 8 | FORTINET | 937,178 | 34,609,000 | 4.21% | ||
| 9 | CHECK POINT SOFTWARE TECH LT | 443,466 | 34,416,000 | 4.18% | ||
| 10 | SYMANTEC CORP | 1,368,455 | 34,348,000 | 4.18% | ||
| 11 | FIREEYE INC | 2,294,717 | 33,801,000 | 4.11% | ||
| 12 | PROOFPOINT INC | 443,711 | 33,211,000 | 4.04% | ||
| 13 | SPLUNK | 564,300 | 33,112,000 | 4.03% | ||
| 14 | CYBERARK SOFTWARE LTD SHS | 648,589 | 32,150,000 | 3.91% | ||
| 15 | BARRACUDA NETWORKS INC | 1,059,877 | 27,005,000 | 3.28% | ||
| 16 | VASCO DATA SEC INTL INC | 1,312,087 | 23,105,000 | 2.81% | ||
| 17 | RADWARE LTD | 1,611,234 | 22,138,000 | 2.69% | ||
| 18 | INTRALINKS HLDGS INC | 2,139,806 | 21,526,000 | 2.62% | ||
| 19 | KEYW HLDG CORP | 1,567,017 | 17,299,000 | 2.10% | ||
| 20 | MIMECAST LTD | 706,805 | 13,521,000 | 1.64% | ||
| 21 | F5 NETWORKS INC | 104,062 | 12,969,000 | 1.58% | ||
| 22 | BOOZ ALLEN HAMILTON HLDG COR | 407,592 | 12,883,000 | 1.57% | ||
| 23 | VERISIGN | 162,111 | 12,683,000 | 1.54% | ||
| 24 | LEIDOS HLDGS INC | 292,161 | 12,644,000 | 1.54% | ||
| 25 | RAPID7 INC | 708,066 | 12,497,000 | 1.52% | ||
| 26 | MANTECH INTERNATIONAL CORP CL A | 304,490 | 11,476,000 | 1.40% | ||
| 27 | ZIX CORP COM | 2,248,391 | 9,218,000 | 1.12% | ||
| 28 | SecureWorks Corp. | 343,077 | 4,291,000 | 0.52% | ||
| 29 | ALIBABA GROUP HLDG LTD | 27,034 | 2,858,000 | 0.35% | ||
| 30 | NVIDIA CORPORATION | 40,111 | 2,748,000 | 0.33% | ||
| 31 | NETEASE INC | 10,424 | 2,509,000 | 0.31% | ||
| 32 | GRUBHUB INC | 32,270 | 1,386,000 | 0.17% | ||
| 33 | EDWARDS LIFESCIENCES CORP | 11,032 | 1,329,000 | 0.16% | ||
| 34 | ACTIVISION BLIZZARD INC | 29,295 | 1,296,000 | 0.16% | ||
| 35 | PRA HEALTH SCIENCES INC | 22,857 | 1,291,000 | 0.16% | ||
| 36 | LGI HOMES INC | 34,868 | 1,284,000 | 0.16% | ||
| 37 | PAYCOM SOFTWARE INC | 25,375 | 1,272,000 | 0.15% | ||
| 38 | ARISTA NETWORKS INC COM | 14,933 | 1,270,000 | 0.15% | ||
| 39 | ALIGN TECHNOLOGY INC | 13,538 | 1,269,000 | 0.15% | ||
| 40 | UBIQUITI NETWORKS | 23,717 | 1,268,000 | 0.15% | ||
| 41 | GIGAMON INC | 22,817 | 1,250,000 | 0.15% | ||
| 42 | MAXLINEAR INC COM | 55,699 | 1,129,000 | 0.14% | ||
| 43 | BAIDU INC | 6,174 | 1,124,000 | 0.14% | ||
| 44 | WORTHINGTON INDS INC | 23,411 | 1,124,000 | 0.14% | ||
| 45 | JD COM INC ADR | 42,768 | 1,115,000 | 0.14% | ||
| 46 | SILICON MOTION TECHNOLOGY CO SPONSORED ADR | 21,461 | 1,111,000 | 0.14% | ||
| 47 | INPHI CORP | 25,553 | 1,111,000 | 0.14% | ||
| 48 | MICROCHIP TECHNOLOGY | 17,908 | 1,111,000 | 0.14% | ||
| 49 | VEEVA SYS INC | 26,337 | 1,087,000 | 0.13% | ||
| 50 | ULTA BEAUTY INC | 4,543 | 1,080,000 | 0.13% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001593324-16-000011, filed 2016.11.03).
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.
