Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TERADATA CORP DEL(TDC) | 175,000 | 300,000 | +125,000 | 5,451 | 6,744 | 8.35% | +1,293 |
| KORN FERRY(KFY) | 35,900 | 43,900 | +8,000 | 2,421 | 2,978 | 3.69% | +556 |
| AVIDXCHANGE HOLDINGS INC | 275,000 | 370,000 | +95,000 | 2,844 | 3,138 | 3.89% | +294 |
| COUCHBASE INC | 310,000 | 321,801 | +11,801 | 4,833 | 5,068 | 6.28% | +235 |
| INFORMATICA INC | 170,000 | 260,000 | +90,000 | 4,408 | 4,537 | 5.62% | +129 |
| EXTREME NETWORKS(EXTR) | 305,000 | 395,000 | +90,000 | 5,106 | 5,226 | 6.47% | +120 |
| UIPATH INC(PATH) | 365,000 | 450,000 | +85,000 | 4,639 | 4,635 | 5.74% | -4 |
| SPRINKLR INC(CXM) | 360,000 | 360,000 | 0 | 3,042 | 3,006 | 3.72% | -36 |
| AMPLITUDE INC(AMPL) | 178,000 | 178,000 | 0 | 1,878 | 1,814 | 2.25% | -64 |
| KALTURA INC(KLTR) | 435,181 | 435,181 | 0 | 957 | 818 | 1.01% | -139 |
| INTEGRAL AD SCIENCE HLDNG CO | 190,000 | 210,000 | +20,000 | 1,984 | 1,693 | 2.10% | -291 |
| ENDAVA PLC(DAVA) | 169,000 | 251,500 | +82,500 | 5,222 | 4,907 | 6.08% | -315 |
| VIMEO INC | 525,000 | 575,000 | +50,000 | 3,360 | 3,025 | 3.75% | -335 |
| ON24 INC COM | 394,196 | 394,196 | 0 | 2,547 | 2,050 | 2.54% | -497 |
| TWILIO INC(TWLO) | 50,000 | 50,000 | 0 | 5,404 | 4,896 | 6.06% | -508 |
| TELUS INTL CDA INC | 625,000 | 675,000 | +50,000 | 2,450 | 1,816 | 2.25% | -634 |
| ZOOMINFO TECHNOLOGIES INC(GTM) | 435,000 | 385,000 | -50,000 | 4,572 | 3,850 | 4.77% | -722 |
| YEXT INC(YEXT) | 807,800 | 697,800 | -110,000 | 5,138 | 4,298 | 5.32% | -839 |
| FIVE9 INC(FIVN) | 115,000 | 115,000 | 0 | 4,674 | 3,122 | 3.87% | -1,551 |
| RESOURCES CONNECTION INC(RGP) | 1,060,000 | 1,060,000 | 0 | 9,042 | 6,932 | 8.58% | -2,109 |
| SECUREWORKS CORP | 306,731 | 0 | -306,731 | 2,595 | 0 | — | -2,595 |
| UPWORK INC(UPWK) | 540,000 | 475,000 | -65,000 | 8,829 | 6,199 | 7.68% | -2,630 |
| WIX COM LTD SHS | 20,000 | 0 | -20,000 | 4,291 | 0 | — | -4,291 |
| ZUORA INC | 565,000 | 0 | -565,000 | 5,605 | 0 | — | -5,605 |
| GODADDY INC(GDDY) | 30,000 | 0 | -30,000 | 5,921 | 0 | — | -5,921 |