Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| POLARIS INC(PII) | 0 | 120,000 | +120,000 | 0 | 6,914 | 1.50% | +6,914 |
| MASTERCRAFT BOAT HLDGS INC | 774,897 | 1,006,805 | +231,908 | 14,111 | 19,200 | 4.17% | +5,089 |
| BIGCOMMERCE HLDGS INC | 1,260,220 | 1,872,031 | +611,811 | 7,372 | 11,457 | 2.49% | +4,085 |
| ADTRAN HOLDINGS INC | 6,083,241 | 4,806,383 | -1,276,858 | 36,074 | 40,037 | 8.69% | +3,964 |
| SEQUANS COMMUNICATIONS S A | 0 | 1,107,270 | +1,107,270 | 0 | 3,864 | 0.84% | +3,864 |
| CALIX INC(CALX) | 448,108 | 594,357 | +146,249 | 17,382 | 20,725 | 4.50% | +3,343 |
| ZUMIEZ INC | 519,517 | 691,879 | +172,362 | 11,066 | 13,263 | 2.88% | +2,198 |
| FARO TECHNOLOGIES INC | 1,783,777 | 1,378,303 | -405,474 | 34,141 | 34,954 | 7.59% | +812 |
| OLO INC | 0 | 100,000 | +100,000 | 0 | 768 | 0.17% | +768 |
| COHERENT CORP(COHR) | 45,555 | 45,555 | 0 | 4,050 | 4,315 | 0.94% | +265 |
| COMFORT SYS USA INC(FIX) | 4,159 | 4,159 | 0 | 1,623 | 1,764 | 0.38% | +140 |
| FABRINET(FN) | 22,340 | 22,340 | 0 | 5,282 | 4,912 | 1.07% | -370 |
| ONTO INNOVATION INC(ONTO) | 10,088 | 10,088 | 0 | 2,094 | 1,681 | 0.36% | -412 |
| NLIGHT INC(LASR) | 1,760,935 | 1,739,892 | -21,043 | 18,824 | 18,251 | 3.96% | -573 |
| ABERCROMBIE & FITCH CO | 43,886 | 34,200 | -9,686 | 6,140 | 5,112 | 1.11% | -1,028 |
| ORION S.A. | 1,143,324 | 1,223,324 | +80,000 | 20,363 | 19,316 | 4.19% | -1,046 |
| MARKFORGED HOLDING CORPORATI | 732,202 | 732,202 | 0 | 3,493 | 2,299 | 0.50% | -1,193 |
| TILLYS INC | 1,447,504 | 1,266,424 | -181,080 | 7,382 | 5,382 | 1.17% | -2,000 |
| COHU INC(COHU) | 589,507 | 436,348 | -153,159 | 15,150 | 11,650 | 2.53% | -3,500 |
| SEQUANS COMMUNICATIONS S A(Q) | 1,415,697 | 0 | -1,415,697 | 4,212 | 0 | — | -4,212 |
| ENVIRI CORP | 1,205,325 | 1,069,945 | -135,380 | 12,463 | 8,239 | 1.79% | -4,224 |
| CIVITAS RESOURCES INC | 181,582 | 103,082 | -78,500 | 9,201 | 4,728 | 1.03% | -4,472 |
| VISHAY PRECISION GROUP INC(VPG) | 176,001 | 0 | -176,001 | 4,558 | 0 | — | -4,558 |
| BRUNSWICK CORP(BC) | 264,893 | 272,793 | +7,900 | 22,203 | 17,644 | 3.83% | -4,559 |
| PDF SOLUTIONS INC(PDFS) | 675,583 | 620,710 | -54,873 | 21,402 | 16,809 | 3.65% | -4,594 |
| VIMEO INC | 8,592,200 | 5,879,791 | -2,712,409 | 43,391 | 37,631 | 8.17% | -5,760 |
| VISHAY INTERTECHNOLOGY INC(VSH) | 305,496 | 0 | -305,496 | 5,777 | 0 | — | -5,777 |
| ZUORA INC | 812,100 | 0 | -812,100 | 7,000 | 0 | — | -7,000 |
| STITCH FIX INC | 6,124,520 | 2,290,220 | -3,834,300 | 17,271 | 9,871 | 2.14% | -7,400 |
| KULICKE & SOFFA INDS INC(KLIC) | 905,981 | 708,156 | -197,825 | 40,887 | 33,043 | 7.17% | -7,844 |
| BOX INC(BOX) | 598,461 | 363,461 | -235,000 | 19,588 | 11,485 | 2.49% | -8,102 |
| LUMENTUM HLDGS INC(LITE) | 740,589 | 457,765 | -282,824 | 46,939 | 38,429 | 8.34% | -8,509 |
| ULTRA CLEAN HLDGS INC(UCTT) | 1,228,987 | 1,021,995 | -206,992 | 49,073 | 36,741 | 7.97% | -12,333 |
| RXO INC(RXO) | 1,199,155 | 849,620 | -349,535 | 33,576 | 20,255 | 4.40% | -13,321 |