Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VEEVA SYS INC(VEEV) | 0 | 412,259 | +412,259 | 0 | 86,677 | 3.58% | +86,677 |
| ELASTIC N V ORD SHS | 0 | 866,740 | +866,740 | 0 | 85,877 | 3.55% | +85,877 |
| PROCORE TECHNOLOGIES INC(PCOR) | 1,293,467 | 1,637,363 | +343,896 | 79,833 | 122,688 | 5.07% | +42,855 |
| COSTAR GROUP INC(CSGP) | 1,598,078 | 2,205,939 | +607,861 | 120,559 | 157,923 | 6.52% | +37,364 |
| REVVITY INC(RVTY) | 980,858 | 1,320,591 | +339,733 | 125,305 | 147,391 | 6.09% | +22,087 |
| ENTEGRIS INC(ENTG) | 1,050,037 | 1,397,249 | +347,212 | 118,161 | 138,411 | 5.72% | +20,251 |
| SERVICENOW INC(NOW) | 102,994 | 101,494 | -1,500 | 92,117 | 107,596 | 4.44% | +15,479 |
| TENABLE HLDGS INC(TENB) | 3,339,236 | 3,700,017 | +360,781 | 135,306 | 145,707 | 6.02% | +10,401 |
| PAGERDUTY INC(PD) | 4,564,296 | 5,015,461 | +451,165 | 84,668 | 91,582 | 3.78% | +6,915 |
| CYBERARK SOFTWARE LTD | 711,753 | 625,812 | -85,941 | 207,554 | 208,489 | 8.61% | +935 |
| TYLER TECHNOLOGIES INC(TYL) | 335,418 | 339,318 | +3,900 | 195,790 | 195,664 | 8.08% | -126 |
| PROS HOLDINGS INC | 3,028,677 | 2,540,752 | -487,925 | 56,091 | 55,795 | 2.30% | -296 |
| VARONIS SYS INC(VRNS) | 1,558,442 | 1,860,056 | +301,614 | 88,052 | 82,642 | 3.41% | -5,410 |
| DYNATRACE INC(DT) | 4,342,803 | 4,054,376 | -288,427 | 232,210 | 220,355 | 9.10% | -11,854 |
| NICE LTD(NICE) | 833,259 | 761,122 | -72,137 | 144,712 | 129,269 | 5.34% | -15,443 |
| VERINT SYS INC | 3,132,336 | 2,101,187 | -1,031,149 | 79,342 | 57,678 | 2.38% | -21,664 |
| AVANOS MED INC(AVNS) | 3,171,455 | 2,986,519 | -184,936 | 76,210 | 47,545 | 1.96% | -28,665 |
| SMARTSHEET INC | 570,715 | 0 | -570,715 | 31,595 | 0 | — | -31,595 |
| MANHATTAN ASSOCIATES INC(MANH) | 369,338 | 263,654 | -105,684 | 103,924 | 71,250 | 2.94% | -32,674 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 1,059,963 | 948,283 | -111,680 | 193,910 | 159,862 | 6.60% | -34,048 |
| BOX INC(BOX) | 4,413,171 | 3,431,314 | -981,857 | 144,443 | 108,430 | 4.48% | -36,014 |