Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| EXTREME NETWORKS INC(EXTR) | 270,000 | 355,100 | +85,100 | 4,496 | 5,355 | 12.00% | +859 |
| WIX COM LTD SHS | 40,000 | 50,000 | +10,000 | 4,156 | 4,504 | 10.09% | +348 |
| CORE & MAIN INC(CNM) | 90,000 | 100,000 | +10,000 | 4,677 | 4,940 | 11.07% | +263 |
| SPRINKLR INC(CXM) | 560,000 | 609,800 | +49,800 | 4,357 | 3,659 | 8.20% | -698 |
| GLOBANT S A COM | 42,000 | 42,000 | 0 | 2,746 | 1,937 | 4.34% | -809 |
| AMPLITUDE INC(AMPL) | 238,000 | 238,000 | 0 | 2,756 | 1,623 | 3.64% | -1,133 |
| FIVE9 INC(FIVN) | 60,000 | 0 | -60,000 | 1,203 | 0 | — | -1,203 |
| UIPATH INC(PATH) | 385,000 | 425,000 | +40,000 | 6,310 | 4,718 | 10.57% | -1,593 |
| RESOURCES CONNECTION INC(RGP) | 1,389,243 | 1,389,243 | 0 | 7,002 | 5,182 | 11.61% | -1,820 |
| ICON PLC(ICLR) | 28,000 | 29,000 | +1,000 | 5,102 | 3,209 | 7.19% | -1,893 |
| ON24 INC COM | 279,151 | 0 | -279,151 | 2,222 | 0 | — | -2,222 |
| EPAM SYS INC(EPAM) | 12,000 | 0 | -12,000 | 2,459 | 0 | — | -2,459 |
| ZOOMINFO TECHNOLOGIES INC(GTM) | 455,000 | 350,000 | -105,000 | 4,627 | 2,093 | 4.69% | -2,534 |
| RAPID7 INC(RPD) | 250,000 | 178,543 | -71,457 | 3,800 | 984 | 2.20% | -2,816 |
| AVANTOR INC(AVTR) | 305,000 | 0 | -305,000 | 3,495 | 0 | — | -3,495 |
| KORN FERRY(KFY) | 55,900 | 0 | -55,900 | 3,691 | 0 | — | -3,691 |
| UPWORK INC(UPWK) | 385,000 | 300,000 | -85,000 | 7,631 | 3,288 | 7.37% | -4,343 |
| YEXT INC(YEXT) | 542,800 | 0 | -542,800 | 4,375 | 0 | — | -4,375 |
| TERADATA CORP DEL(TDC) | 175,000 | 0 | -175,000 | 5,327 | 0 | — | -5,327 |
| TWILIO INC(TWLO) | 65,000 | 25,000 | -40,000 | 9,246 | 3,146 | 7.05% | -6,100 |