Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| EXTREME NETWORKS(EXTR) | 2,285,391 | 2,847,370 | +561,979 | 38,052 | 42,939 | 10.27% | +4,887 |
| ENPRO INC(NPO) | 179,047 | 170,043 | -9,004 | 38,339 | 42,621 | 10.19% | +4,282 |
| CORE & MAIN INC(CNM) | 84,661 | 159,368 | +74,707 | 4,400 | 7,873 | 1.88% | +3,473 |
| AMPLITUDE INC(AMPL) | 0 | 380,526 | +380,526 | 0 | 2,595 | 0.62% | +2,595 |
| AVANOS MED INC | 0 | 95,540 | +95,540 | 0 | 1,339 | 0.32% | +1,339 |
| BERKSHIRE HATHAWAY INC DEL | 2,400 | 2,400 | 0 | 1,206 | 1,150 | 0.28% | -56 |
| HAYWARD HLDGS INC(HAYW) | 1,879,312 | 2,136,103 | +256,791 | 29,035 | 28,581 | 6.83% | -454 |
| ANIKA THERAPEUTICS INC | 168,400 | 0 | -168,400 | 1,618 | 0 | — | -1,618 |
| BARRETT BUSINESS SVCS INC | 648,738 | 718,390 | +69,652 | 23,491 | 20,963 | 5.01% | -2,528 |
| HARMONIC INC(HLIT) | 3,221,401 | 3,216,835 | -4,566 | 31,860 | 28,887 | 6.91% | -2,972 |
| SYNAPTICS INC(SYNA) | 692,587 | 655,711 | -36,876 | 51,265 | 45,926 | 10.98% | -5,339 |
| MATERION CORP(MTRN) | 458,073 | 333,985 | -124,088 | 56,948 | 48,311 | 11.55% | -8,637 |
| OOMA INC(OOMA) | 1,948,061 | 923,264 | -1,024,797 | 22,851 | 13,433 | 3.21% | -9,417 |
| HACKETT GROUP INC(HCKT) | 521,758 | 0 | -521,758 | 10,242 | 0 | — | -10,242 |
| SONOS INC(SONO) | 2,542,398 | 2,489,163 | -53,235 | 44,645 | 33,355 | 7.98% | -11,290 |
| RED VIOLET INC(RDVT) | 581,243 | 606,156 | +24,913 | 33,102 | 20,973 | 5.02% | -12,129 |
| TECHTARGET INC(TTGT) | 4,735,072 | 3,461,208 | -1,273,864 | 25,569 | 13,429 | 3.21% | -12,140 |
| MIMEDX GROUP INC(MDXG) | 6,163,384 | 7,175,109 | +1,011,725 | 41,726 | 28,342 | 6.78% | -13,384 |
| GENTHERM INC(THRM) | 1,463,143 | 1,348,369 | -114,774 | 53,215 | 37,458 | 8.96% | -15,757 |