| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCIENCE APPLICATIONS INTL CORP COM | 46,016 | 3,902,000 | 2.95% | ||
| 2 | JUNIPER NETWORKS | 136,817 | 3,866,000 | 2.92% | ||
| 3 | IROBOT CORP | 59,917 | 3,502,000 | 2.64% | ||
| 4 | CHECK POINT SOFTWARE TECH LT | 40,863 | 3,451,000 | 2.60% | ||
| 5 | RAVEN INDS INC | 135,843 | 3,423,000 | 2.58% | ||
| 6 | ROCKWELL AUTOMATION INC | 25,324 | 3,404,000 | 2.57% | ||
| 7 | INTUITIVE SURGICAL INC | 5,326 | 3,378,000 | 2.55% | ||
| 8 | COGNEX CORP | 52,956 | 3,369,000 | 2.54% | ||
| 9 | HOLLYSYS AUTOMATION TECHNOLO | 183,385 | 3,360,000 | 2.54% | ||
| 10 | FARO TECHNOLOGIES INC COM | 90,144 | 3,245,000 | 2.45% | ||
| 11 | PROOFPOINT INC | 44,137 | 3,118,000 | 2.35% | ||
| 12 | CISCO SYS INC | 103,134 | 3,117,000 | 2.35% | ||
| 13 | OCEANEERING INTL INC | 109,502 | 3,089,000 | 2.33% | ||
| 14 | SYMANTEC CORP | 129,206 | 3,087,000 | 2.33% | ||
| 15 | CYBERARK SOFTWARE LTD SHS | 66,751 | 3,037,000 | 2.29% | ||
| 16 | FIREEYE INC | 244,124 | 2,905,000 | 2.19% | ||
| 17 | SPLUNK | 54,886 | 2,807,000 | 2.12% | ||
| 18 | QUALYS INC | 82,671 | 2,617,000 | 1.98% | ||
| 19 | PALO ALTO NETWORKS | 20,681 | 2,586,000 | 1.95% | ||
| 20 | MIMECAST LTD | 142,558 | 2,552,000 | 1.93% | ||
| 21 | VASCO DATA SEC INTL INC | 174,375 | 2,380,000 | 1.80% | ||
| 22 | RAPID7 INC | 193,208 | 2,351,000 | 1.77% | ||
| 23 | IMPERVA INC | 63,483 | 2,333,000 | 1.76% | ||
| 24 | KEYW HLDG CORP | 185,886 | 2,192,000 | 1.65% | ||
| 25 | RADWARE LTD | 146,166 | 2,131,000 | 1.61% | ||
| 26 | MOBILEYE N V AMSTELVEEN | 53,752 | 2,049,000 | 1.55% | ||
| 27 | NVIDIA CORPORATION | 19,031 | 2,031,000 | 1.53% | ||
| 28 | AZENTA INC COM | 116,305 | 1,985,000 | 1.50% | ||
| 29 | JOHN BEAN TECHNOLOGIES CORP COM | 22,925 | 1,970,000 | 1.49% | ||
| 30 | NATIONAL INSTRS CORP | 63,401 | 1,954,000 | 1.47% | ||
| 31 | FMC TECHNOLOGIES INC | 54,753 | 1,945,000 | 1.47% | ||
| 32 | DEERE & CO | 18,854 | 1,943,000 | 1.47% | ||
| 33 | IPG PHOTONICS CORP | 19,639 | 1,939,000 | 1.46% | ||
| 34 | ZEBRA TECHNOLOGIES CORPORATION CL A | 22,608 | 1,939,000 | 1.46% | ||
| 35 | QIAGEN NV | 68,960 | 1,932,000 | 1.46% | ||
| 36 | NORTHROP GRUMMAN CORP | 8,247 | 1,918,000 | 1.45% | ||
| 37 | AMBARELLA INC | 35,380 | 1,915,000 | 1.45% | ||
| 38 | TELEDYNE TECHNOLOGIES INC | 15,536 | 1,911,000 | 1.44% | ||
| 39 | FLIR SYS INC | 52,758 | 1,909,000 | 1.44% | ||
| 40 | NORDSON CORP | 16,987 | 1,903,000 | 1.44% | ||
| 41 | TERADYNE INC COM | 74,819 | 1,900,000 | 1.43% | ||
| 42 | MICROCHIP TECHNOLOGY | 29,613 | 1,900,000 | 1.43% | ||
| 43 | IMMERSION CORP | 177,759 | 1,890,000 | 1.43% | ||
| 44 | VARIAN MED SYS I | 20,984 | 1,884,000 | 1.42% | ||
| 45 | TRIMBLE INC | 62,468 | 1,883,000 | 1.42% | ||
| 46 | NUANCE COMM | 126,215 | 1,881,000 | 1.42% | ||
| 47 | QUALCOMM INC | 28,752 | 1,875,000 | 1.42% | ||
| 48 | LINCOLN ELEC HLDGS INC | 24,405 | 1,871,000 | 1.41% | ||
| 49 | INTRALINKS HLDGS INC | 138,241 | 1,869,000 | 1.41% | ||
| 50 | EXONE CO | 185,165 | 1,729,000 | 1.31% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001738063-18-000003, filed 2018.08.01).
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.
