Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| RAPID7 INC(RPD) | 0 | 250,000 | +250,000 | 0 | 3,800 | 4.24% | +3,800 |
| AVANTOR INC(AVTR) | 0 | 305,000 | +305,000 | 0 | 3,495 | 3.90% | +3,495 |
| UIPATH INC(PATH) | 265,000 | 385,000 | +120,000 | 3,546 | 6,310 | 7.04% | +2,764 |
| TWILIO INC(TWLO) | 69,000 | 65,000 | -4,000 | 6,906 | 9,246 | 10.31% | +2,339 |
| CORE & MAIN INC(CNM) | 50,000 | 90,000 | +40,000 | 2,692 | 4,677 | 5.22% | +1,986 |
| GLOBANT S A COM | 28,000 | 42,000 | +14,000 | 1,607 | 2,746 | 3.06% | +1,139 |
| SPRINKLR INC(CXM) | 460,000 | 560,000 | +100,000 | 3,551 | 4,357 | 4.86% | +806 |
| EPAM SYS INC(EPAM) | 11,000 | 12,000 | +1,000 | 1,659 | 2,459 | 2.74% | +800 |
| UPWORK INC(UPWK) | 375,000 | 385,000 | +10,000 | 6,964 | 7,631 | 8.51% | +667 |
| RESOURCES CONNECTION INC(RGP) | 1,289,243 | 1,389,243 | +100,000 | 6,511 | 7,002 | 7.81% | +491 |
| AMPLITUDE INC(AMPL) | 218,000 | 238,000 | +20,000 | 2,337 | 2,756 | 3.07% | +419 |
| ICON PLC(ICLR) | 28,000 | 28,000 | 0 | 4,900 | 5,102 | 5.69% | +202 |
| ON24 INC COM | 354,196 | 279,151 | -75,045 | 2,026 | 2,222 | 2.48% | +196 |
| ZOOMINFO TECHNOLOGIES INC(GTM) | 410,000 | 455,000 | +45,000 | 4,473 | 4,627 | 5.16% | +154 |
| TERADATA CORP DEL(TDC) | 245,000 | 175,000 | -70,000 | 5,270 | 5,327 | 5.94% | +57 |
| KORN FERRY(KFY) | 52,900 | 55,900 | +3,000 | 3,702 | 3,691 | 4.12% | -11 |
| KALTURA INC(KLTR) | 400,000 | 0 | -400,000 | 576 | 0 | — | -576 |
| YEXT INC(YEXT) | 597,800 | 542,800 | -55,000 | 5,093 | 4,375 | 4.88% | -718 |
| EXTREME NETWORKS(EXTR) | 270,000 | 270,000 | 0 | 5,576 | 4,496 | 5.01% | -1,080 |
| FIVE9 INC(FIVN) | 99,500 | 60,000 | -39,500 | 2,408 | 1,203 | 1.34% | -1,205 |
| ENDAVA PLC(DAVA) | 196,500 | 0 | -196,500 | 1,788 | 0 | — | -1,788 |
| WIX COM LTD SHS | 36,500 | 40,000 | +3,500 | 6,483 | 4,156 | 4.63% | -2,328 |
| VIMEO INC | 325,000 | 0 | -325,000 | 2,519 | 0 | — | -2,519 |
| INTEGRAL AD SCIENCE HLDNG CO | 450,000 | 0 | -450,000 | 4,577 | 0 | — | -4,576 |