Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| INFORMATICA INC | 0 | 170,000 | +170,000 | 0 | 4,408 | 4.11% | +4,408 |
| UPWORK INC(UPWK) | 540,000 | 540,000 | 0 | 5,643 | 8,829 | 8.24% | +3,186 |
| TWILIO INC(TWLO) | 50,000 | 50,000 | 0 | 3,261 | 5,404 | 5.04% | +2,143 |
| ENDAVA PLC(DAVA) | 150,000 | 169,000 | +19,000 | 3,831 | 5,222 | 4.87% | +1,391 |
| FIVE9 INC(FIVN) | 115,000 | 115,000 | 0 | 3,304 | 4,674 | 4.36% | +1,370 |
| GODADDY INC(GDDY) | 30,000 | 30,000 | 0 | 4,703 | 5,921 | 5.52% | +1,218 |
| RESOURCES CONNECTION INC(RGP) | 815,000 | 1,060,000 | +245,000 | 7,906 | 9,042 | 8.43% | +1,136 |
| COUCHBASE INC | 230,000 | 310,000 | +80,000 | 3,708 | 4,833 | 4.51% | +1,125 |
| WIX COM LTD SHS | 20,000 | 20,000 | 0 | 3,343 | 4,291 | 4.00% | +948 |
| UIPATH INC(PATH) | 290,000 | 365,000 | +75,000 | 3,712 | 4,639 | 4.33% | +927 |
| ZOOMINFO TECHNOLOGIES INC(GTM) | 365,000 | 435,000 | +70,000 | 3,767 | 4,572 | 4.26% | +805 |
| ZUORA INC | 565,000 | 565,000 | 0 | 4,870 | 5,605 | 5.23% | +735 |
| VIMEO INC | 525,000 | 525,000 | 0 | 2,651 | 3,360 | 3.13% | +709 |
| AVIDXCHANGE HOLDINGS INC | 275,000 | 275,000 | 0 | 2,230 | 2,844 | 2.65% | +613 |
| ON24 INC COM | 340,196 | 394,196 | +54,000 | 2,082 | 2,547 | 2.38% | +465 |
| INTEGRAL AD SCIENCE HLDNG CO | 150,000 | 190,000 | +40,000 | 1,622 | 1,984 | 1.85% | +362 |
| AMPLITUDE INC(AMPL) | 178,000 | 178,000 | 0 | 1,597 | 1,878 | 1.75% | +281 |
| TELUS INTL CDA INC | 575,000 | 625,000 | +50,000 | 2,248 | 2,450 | 2.29% | +202 |
| KALTURA INC(KLTR) | 673,111 | 435,181 | -237,930 | 915 | 957 | 0.89% | +42 |
| KORN FERRY(KFY) | 35,900 | 35,900 | 0 | 2,701 | 2,421 | 2.26% | -280 |
| BIGCOMMERCE HLDGS INC(CMRC) | 75,000 | 0 | -75,000 | 439 | 0 | — | -439 |
| EVENTBRITE INC | 236,155 | 0 | -236,155 | 645 | 0 | — | -645 |
| TERADATA CORP DEL(TDC) | 210,000 | 175,000 | -35,000 | 6,371 | 5,451 | 5.08% | -920 |
| YEXT INC(YEXT) | 932,800 | 807,800 | -125,000 | 6,455 | 5,138 | 4.79% | -1,317 |
| EXTREME NETWORKS(EXTR) | 460,000 | 305,000 | -155,000 | 6,914 | 5,106 | 4.76% | -1,808 |
| SPRINKLR INC(CXM) | 685,000 | 360,000 | -325,000 | 5,295 | 3,042 | 2.84% | -2,253 |
| SECUREWORKS CORP | 582,878 | 306,731 | -276,147 | 5,158 | 2,595 | 2.42% | -2,564 |