| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HIMAX TECHNOLOGIES INC ADR SPONSORED | 994,670 | 11,180,000 | 8.72% | ||
| 2 | CYBERARK SOFTWARE LTD SHS | 227,000 | 9,677,000 | 7.54% | ||
| 3 | MICROSEMI CORP | 179,274 | 6,868,000 | 5.35% | ||
| 4 | SILICON MOTION TECHNOLOGY CO SPONSORED ADR | 174,909 | 6,788,000 | 5.29% | ||
| 5 | MELLANOX TECHNOLOGIES LTD | 123,690 | 6,720,000 | 5.24% | ||
| 6 | WIX COM LTD | 312,104 | 6,326,000 | 4.93% | ||
| 7 | BLACKBAUD INC COM | 95,145 | 5,984,000 | 4.67% | ||
| 8 | Callidus Software Inc | 355,000 | 5,921,000 | 4.62% | ||
| 9 | REALPAGE INC COM | 283,694 | 5,912,000 | 4.61% | ||
| 10 | ARRIS INTL INC | 247,790 | 5,679,000 | 4.43% | ||
| 11 | SABRE CORP | 190,290 | 5,503,000 | 4.29% | ||
| 12 | ZENDESK INC | 260,780 | 5,458,000 | 4.26% | ||
| 13 | PROOFPOINT INC | 101,000 | 5,432,000 | 4.24% | ||
| 14 | ALPHABET INC | 7,002 | 5,216,000 | 4.07% | ||
| 15 | Tessera Technologies Inc | 163,280 | 5,062,000 | 3.95% | ||
| 16 | PALO ALTO NETWORKS | 29,000 | 4,731,000 | 3.69% | ||
| 17 | SPLUNK | 88,000 | 4,306,000 | 3.36% | ||
| 18 | GRUBHUB INC | 166,300 | 4,179,000 | 3.26% | ||
| 19 | LAM RESEARCH CORP | 50,470 | 4,169,000 | 3.25% | ||
| 20 | SALESFORCE COM INC | 53,000 | 3,913,000 | 3.05% | ||
| 21 | ELLIE MAE INCORPORATED | 41,823 | 3,791,000 | 2.96% | ||
| 22 | SHOPIFY INC | 100,000 | 2,821,000 | 2.20% | ||
| 23 | FACEBOOK INC | 23,000 | 2,624,000 | 2.05% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001641391-16-000009, filed 2016.05.11).
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.
