Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ICON PUB LTD CO(ICLR) | 29,000 | 34,000 | +5,000 | 3,209 | 5,906 | 12.83% | +2,697 |
| EXTREME NETWORKS INC(EXTR) | 355,100 | 225,100 | -130,000 | 5,355 | 7,286 | 15.82% | +1,932 |
| AZENTA INC(AZTA) | 0 | 70,000 | +70,000 | 0 | 1,786 | 3.88% | +1,786 |
| TWILIO INC(TWLO) | 25,000 | 20,000 | -5,000 | 3,146 | 4,127 | 8.96% | +981 |
| RESOURCES CONNECTION INC(RGP) | 1,389,243 | 1,389,243 | 0 | 5,182 | 5,904 | 12.82% | +722 |
| RAPID7 INC(RPD) | 178,543 | 178,543 | 0 | 984 | 1,446 | 3.14% | +462 |
| AMPLITUDE INC(AMPL) | 238,000 | 238,000 | 0 | 1,623 | 1,821 | 3.95% | +198 |
| UPWORK INC(UPWK) | 300,000 | 382,000 | +82,000 | 3,288 | 3,194 | 6.93% | -94 |
| CORE & MAIN INC(CNM) | 100,000 | 100,000 | 0 | 4,940 | 4,825 | 10.48% | -115 |
| SPRINKLR INC(CXM) | 609,800 | 609,800 | 0 | 3,659 | 3,147 | 6.83% | -512 |
| GLOBANT S A COM | 42,000 | 42,000 | 0 | 1,937 | 1,215 | 2.64% | -721 |
| UIPATH INC(PATH) | 425,000 | 350,000 | -75,000 | 4,718 | 3,805 | 8.26% | -913 |
| ZOOMINFO TECHNOLOGIES INC(GTM) | 350,000 | 0 | -350,000 | 2,093 | 0 | — | -2,093 |
| WIX COM LTD SHS | 50,000 | 35,000 | -15,000 | 4,504 | 1,588 | 3.45% | -2,916 |