| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | QUALYS INC | 1,152,658 | 41,956,000 | 4.80% | ||
| 2 | SYMANTEC CORP | 1,532,542 | 41,792,000 | 4.78% | ||
| 3 | CYBERARK SOFTWARE LTD SHS | 797,644 | 41,102,000 | 4.70% | ||
| 4 | PROOFPOINT INC | 526,400 | 40,711,000 | 4.65% | ||
| 5 | FORTINET | 1,239,417 | 40,665,000 | 4.65% | ||
| 6 | IMPERVA INC | 1,008,975 | 40,510,000 | 4.63% | ||
| 7 | CHECK POINT SOFTWARE TECH LT | 457,962 | 38,679,000 | 4.42% | ||
| 8 | CISCO SYS INC | 1,275,566 | 38,546,000 | 4.41% | ||
| 9 | JUNIPER NETWORKS | 1,343,919 | 37,978,000 | 4.34% | ||
| 10 | PALO ALTO NETWORKS | 292,569 | 36,585,000 | 4.18% | ||
| 11 | SCIENCE APPLICATIONS INTL CORP COM | 429,072 | 34,729,000 | 3.97% | ||
| 12 | SPLUNK | 673,509 | 34,449,000 | 3.94% | ||
| 13 | FIREEYE INC | 2,779,581 | 33,077,000 | 3.78% | ||
| 14 | BARRACUDA NETWORKS INC | 1,435,002 | 32,445,000 | 3.71% | ||
| 15 | RADWARE LTD | 1,695,661 | 24,536,000 | 2.80% | ||
| 16 | VASCO DATA SEC INTL INC | 1,283,284 | 19,249,000 | 2.20% | ||
| 17 | KEYW HLDG CORP | 1,621,139 | 15,433,000 | 1.76% | ||
| 18 | MIMECAST LTD | 629,433 | 12,978,000 | 1.48% | ||
| 19 | F5 NETWORKS INC | 88,778 | 12,847,000 | 1.47% | ||
| 20 | A10 NETWORKS INC COM | 1,530,179 | 11,996,000 | 1.37% | ||
| 21 | LEIDOS HLDGS INC | 237,792 | 11,561,000 | 1.32% | ||
| 22 | VERISIGN | 151,504 | 11,524,000 | 1.32% | ||
| 23 | BOOZ ALLEN HAMILTON HLDG COR | 329,581 | 11,172,000 | 1.28% | ||
| 24 | MANTECH INTERNATIONAL CORP CL A | 273,127 | 10,542,000 | 1.21% | ||
| 25 | ZIX CORP COM | 2,148,973 | 10,293,000 | 1.18% | ||
| 26 | RAPID7 INC | 728,000 | 9,005,000 | 1.03% | ||
| 27 | NVIDIA CORPORATION | 32,774 | 3,496,000 | 0.40% | ||
| 28 | PAYPAL HLDGS INC | 76,558 | 3,021,000 | 0.35% | ||
| 29 | VISA INC | 38,360 | 2,992,000 | 0.34% | ||
| 30 | MASTERCARD INCORPORATED | 28,173 | 2,908,000 | 0.33% | ||
| 31 | AMERICAN EXPRESS CO | 38,766 | 2,871,000 | 0.33% | ||
| 32 | DISCOVER FINANCIAL | 36,193 | 2,609,000 | 0.30% | ||
| 33 | FIDELITY NATL INFORMATION SV | 33,961 | 2,568,000 | 0.29% | ||
| 34 | FISERV INC | 23,559 | 2,503,000 | 0.29% | ||
| 35 | CITIZENS FINL GROUP INC | 66,075 | 2,353,000 | 0.27% | ||
| 36 | VANTIV INC | 38,128 | 2,273,000 | 0.26% | ||
| 37 | FIRST DATA CORP CL A | 154,520 | 2,192,000 | 0.25% | ||
| 38 | FLEETCOR TECH | 15,463 | 2,188,000 | 0.25% | ||
| 39 | APPLIED MATLS INC | 66,078 | 2,131,000 | 0.24% | ||
| 40 | MORGAN STANLEY | 50,354 | 2,126,000 | 0.24% | ||
| 41 | GLOBAL PAYMENTS | 29,010 | 2,013,000 | 0.23% | ||
| 42 | ALIBABA GROUP HLDG LTD | 22,877 | 2,007,000 | 0.23% | ||
| 43 | WESTERN UN CO | 90,372 | 1,962,000 | 0.22% | ||
| 44 | TOTAL SYS SVCS INC | 38,357 | 1,880,000 | 0.21% | ||
| 45 | BAIDU INC | 10,782 | 1,772,000 | 0.20% | ||
| 46 | NETEASE INC | 7,945 | 1,709,000 | 0.20% | ||
| 47 | NCR CORP NEW | 39,177 | 1,589,000 | 0.18% | ||
| 48 | CTRIP COM INTL LTD | 38,532 | 1,540,000 | 0.18% | ||
| 49 | SQUARE INC | 108,427 | 1,477,000 | 0.17% | ||
| 50 | MICROCHIP TECHNOLOGY | 21,244 | 1,361,000 | 0.16% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001664626-17-000002, filed 2017.02.10).
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.
