| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IAC INTERACTIVECORP | 355,536 | 23,035,000 | 13.90% | ||
| 2 | AEROHIVE NETWORKS INC | 3,710,844 | 21,152,000 | 12.77% | ||
| 3 | PEGASYSTEMS INC | 448,506 | 16,146,000 | 9.75% | ||
| 4 | ENERNOC INC | 2,300,857 | 13,806,000 | 8.33% | ||
| 5 | BAZAARVOICE INC COM | 2,304,556 | 11,177,000 | 6.75% | ||
| 6 | VONAGE HLDGS CORP COM | 1,585,120 | 10,858,000 | 6.55% | ||
| 7 | YELP INC | 284,295 | 10,840,000 | 6.54% | ||
| 8 | INSTRUCTURE INC | 553,681 | 10,824,000 | 6.53% | ||
| 9 | GODADDY INC | 279,770 | 9,778,000 | 5.90% | ||
| 10 | SABRE CORP | 383,592 | 9,571,000 | 5.78% | ||
| 11 | Model N Inc | 1,059,599 | 9,377,000 | 5.66% | ||
| 12 | XACTLY CORP COM | 573,099 | 6,304,000 | 3.80% | ||
| 13 | NETSCOUT SYS INC | 150,720 | 4,748,000 | 2.87% | ||
| 14 | TANGOE INC COM | 526,416 | 4,148,000 | 2.50% | ||
| 15 | FIVE9 INC | 239,323 | 3,396,000 | 2.05% | ||
| 16 | BAZAARVOICE INC COM | 107,600 | 522,000 | 0.32% | Call |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-17-007150, filed 2017.02.14).
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.
