Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| N-ABLE INC | 0 | 700,030 | +700,030 | 0 | 4,963 | 0.73% | +4,963 |
| EXTREME NETWORKS(EXTR) | 2,384,325 | 3,106,446 | +722,121 | 39,914 | 41,098 | 6.05% | +1,185 |
| BERKSHIRE HATHAWAY INC DEL | 3,150 | 3,150 | 0 | 1,428 | 1,678 | 0.25% | +250 |
| ANIKA THERAPEUTICS INC | 2,021,778 | 2,041,853 | +20,075 | 33,278 | 30,689 | 4.52% | -2,589 |
| ENPRO INC(NPO) | 283,906 | 278,246 | -5,660 | 48,960 | 45,017 | 6.62% | -3,942 |
| HACKETT GROUP INC | 877,554 | 778,615 | -98,939 | 26,958 | 22,751 | 3.35% | -4,207 |
| OOMA INC | 3,487,277 | 3,302,007 | -185,270 | 49,031 | 43,223 | 6.36% | -5,808 |
| TECHTARGET INC | 3,759,509 | 4,526,836 | +767,327 | 74,513 | 67,042 | 9.86% | -7,471 |
| SONOS INC(SONO) | 4,231,712 | 5,248,935 | +1,017,223 | 63,645 | 56,006 | 8.24% | -7,639 |
| HAYWARD HLDGS INC(HAYW) | 2,400,037 | 2,064,096 | -335,941 | 36,697 | 28,732 | 4.23% | -7,964 |
| MATERION CORP(MTRN) | 737,830 | 794,765 | +56,935 | 72,957 | 64,853 | 9.54% | -8,104 |
| SYNAPTICS INC(SYNA) | 1,072,222 | 1,130,733 | +58,511 | 81,832 | 72,050 | 10.60% | -9,782 |
| RED VIOLET INC(RDVT) | 1,595,399 | 1,208,845 | -386,554 | 57,753 | 45,440 | 6.69% | -12,313 |
| SURMODICS INC | 368,215 | 0 | -368,215 | 14,581 | 0 | — | -14,581 |
| MIMEDX GROUP INC | 7,621,517 | 7,599,557 | -21,960 | 73,319 | 57,757 | 8.50% | -15,562 |
| GENTHERM INC(THRM) | 1,990,938 | 2,210,388 | +219,450 | 79,488 | 59,106 | 8.70% | -20,382 |
| JFROG LTD(FROG) | 821,250 | 0 | -821,250 | 24,153 | 0 | — | -24,153 |
| CALIX INC(CALX) | 721,648 | 0 | -721,648 | 25,164 | 0 | — | -25,164 |
| HARMONIC INC(HLIT) | 4,979,294 | 4,091,668 | -887,626 | 65,876 | 39,239 | 5.77% | -26,637 |