| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIREEYE INC | 187,875 | 7,619,000 | 6.13% | ||
| 2 | PALO ALTO NETWORKS INC | 85,000 | 7,127,000 | 5.73% | ||
| 3 | INFINERA CORPORATION | 760,111 | 6,993,000 | 5.62% | ||
| 4 | ARUBA NETWORKS INC | 365,100 | 6,396,000 | 5.14% | ||
| 5 | SALESFORCE COM INC | 108,500 | 6,301,000 | 5.07% | ||
| 6 | PANDORA MEDIA INC | 211,250 | 6,233,000 | 5.01% | ||
| 7 | SPLUNK INC | 97,715 | 5,407,000 | 4.35% | ||
| 8 | TABLEAU SOFTWARE INC CL A | 72,500 | 5,171,000 | 4.16% | ||
| 9 | YELP INC | 66,550 | 5,104,000 | 4.10% | ||
| 10 | RETAILMENOT INC | 177,250 | 4,717,000 | 3.79% | ||
| 11 | PROOFPOINT INC | 117,500 | 4,401,000 | 3.54% | ||
| 12 | ROCKET FUEL INC | 140,075 | 4,355,000 | 3.50% | ||
| 13 | BAIDU INC - ADR | 22,500 | 4,203,000 | 3.38% | ||
| 14 | Cornerstone Ondemand, Inc. | 75,500 | 3,474,000 | 2.79% | ||
| 15 | E2OPEN INC | 160,000 | 3,307,000 | 2.66% | ||
| 16 | Intuit Inc | 19,225 | 3,296,000 | 2.65% | ||
| 17 | GRUBHUB INC | 91,000 | 3,222,000 | 2.59% | ||
| 18 | GROUPON INC | 462,500 | 3,062,000 | 2.46% | ||
| 19 | QLIK TECHNOLOGIES INC COM | 122,500 | 2,771,000 | 2.23% | ||
| 20 | YANDEX N V | 75,000 | 2,673,000 | 2.15% | ||
| 21 | SERVICENOW INC | 42,500 | 2,633,000 | 2.12% | ||
| 22 | GOOGLE INC | 4,275 | 2,499,000 | 2.01% | ||
| 23 | MARKETO INC COM | 85,000 | 2,472,000 | 1.99% | ||
| 24 | Fortinet, Inc. | 95,000 | 2,388,000 | 1.92% | ||
| 25 | WORKDAY INC | 25,000 | 2,246,000 | 1.81% | ||
| 26 | IMPERVA INC COM | 82,500 | 2,160,000 | 1.74% | ||
| 27 | VOXELJET AG | 102,500 | 2,146,000 | 1.73% | ||
| 28 | YOUKU TUDOU INC | 88,750 | 2,118,000 | 1.70% | ||
| 29 | RINGCENTRAL INC | 125,000 | 1,891,000 | 1.52% | ||
| 30 | MELLANOX TECHNOLOGIES LTD | 50,000 | 1,743,000 | 1.40% | ||
| 31 | GOOGLE INC | 2,925 | 1,683,000 | 1.35% | ||
| 32 | 2U INC | 75,000 | 1,261,000 | 1.01% | ||
| 33 | GIGAMON INC | 50,000 | 957,000 | 0.77% | ||
| 34 | INFOBLOX INC | 62,400 | 821,000 | 0.66% | ||
| 35 | NETSUITE INC | 8,250 | 716,000 | 0.58% | ||
| 36 | A10 NETWORKS INC | 30,000 | 399,000 | 0.32% | ||
| 37 | BOINGO WIRELESS INC | 54,583 | 373,000 | 0.30% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-14-003668, filed 2014.07.21).
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.
