Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CELLEBRITE DI LTD(CLBT) | 0 | 2,702,379 | +2,702,379 | 0 | 37,239 | 5.29% | +37,239 |
| KRYSTAL BIOTECH INC(KRYS) | 0 | 9,247 | +9,247 | 0 | 2,389 | 0.34% | +2,389 |
| XPEL INC(XPEL) | 0 | 51,616 | +51,616 | 0 | 2,285 | 0.32% | +2,285 |
| SITIME CORP(SITM) | 0 | 4,479 | +4,479 | 0 | 1,547 | 0.22% | +1,547 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 0 | 15,956 | +15,956 | 0 | 1,498 | 0.21% | +1,498 |
| APPLE INC(AAPL) | 952 | 952 | 0 | 259 | 242 | 0.03% | -17 |
| ALPHABET INC(GOOG) | 744 | 744 | 0 | 233 | 214 | 0.03% | -19 |
| PDF SOLUTIONS INC(PDFS) | 125,137 | 104,322 | -20,815 | 3,570 | 3,412 | 0.48% | -158 |
| AMAZON COM INC(AMZN) | 903 | 0 | -903 | 208 | 0 | — | -208 |
| MICROSOFT CORP(MSFT) | 438 | 0 | -438 | 212 | 0 | — | -212 |
| MAMAS CREATIONS INC | 469,538 | 361,268 | -108,270 | 6,334 | 5,542 | 0.79% | -792 |
| CORCEPT THERAPEUTICS INC(CORT) | 138,191 | 93,693 | -44,498 | 4,809 | 3,777 | 0.54% | -1,032 |
| VERACYTE INC(VCYT) | 114,157 | 107,819 | -6,338 | 4,806 | 3,473 | 0.49% | -1,333 |
| AVEPOINT INC | 280,223 | 237,280 | -42,943 | 3,892 | 2,257 | 0.32% | -1,636 |
| RXSIGHT INC | 357,713 | 248,896 | -108,817 | 3,727 | 1,533 | 0.22% | -2,194 |
| LOAR HOLDINGS INC(LOAR) | 97,142 | 74,228 | -22,914 | 6,606 | 4,253 | 0.60% | -2,353 |
| COGNEX CORP(CGNX) | 638,019 | 414,638 | -223,381 | 22,956 | 20,313 | 2.89% | -2,643 |
| AXOGEN INC(AXGN) | 349,209 | 259,549 | -89,660 | 11,430 | 8,599 | 1.22% | -2,831 |
| ATLASSIAN CORPORATION | 76,015 | 130,838 | +54,823 | 12,325 | 8,930 | 1.27% | -3,395 |
| DOUBLEVERIFY HLDGS INC(DV) | 815,446 | 584,579 | -230,867 | 9,329 | 5,554 | 0.79% | -3,775 |
| INTAPP INC(INTA) | 148,656 | 113,419 | -35,237 | 6,811 | 2,914 | 0.41% | -3,898 |
| CYTEK BIOSCIENCES INC | 2,072,915 | 1,480,506 | -592,409 | 10,468 | 6,470 | 0.92% | -3,998 |
| ORTHOPEDIATRICS CORP | 514,097 | 310,548 | -203,549 | 9,130 | 4,928 | 0.70% | -4,202 |
| CRYOPORT INC | 1,112,771 | 780,564 | -332,207 | 10,683 | 6,463 | 0.92% | -4,220 |
| CHECK POINT SOFTWARE TECH LT ORD | 47,839 | 32,253 | -15,586 | 8,877 | 4,607 | 0.65% | -4,270 |
| ENERGY RECOVERY INC | 764,793 | 538,063 | -226,730 | 10,317 | 5,418 | 0.77% | -4,899 |
| SPS COMM INC(SPSC) | 101,560 | 72,362 | -29,198 | 9,052 | 4,028 | 0.57% | -5,024 |
| ICON PLC(ICLR) | 124,638 | 158,018 | +33,380 | 22,712 | 17,486 | 2.48% | -5,225 |
| DUOLINGO INC(DUOL) | 49,876 | 35,299 | -14,577 | 8,753 | 3,479 | 0.49% | -5,274 |
| RED VIOLET INC(RDVT) | 175,452 | 135,602 | -39,850 | 9,992 | 4,692 | 0.67% | -5,300 |
| INSPIRE MED SYS INC(INSP) | 119,935 | 84,368 | -35,567 | 11,062 | 4,352 | 0.62% | -6,710 |
| BADGER METER INC | 101,519 | 72,119 | -29,400 | 17,706 | 10,987 | 1.56% | -6,719 |
| VERTEX INC(VERX) | 610,332 | 434,579 | -175,753 | 12,188 | 5,167 | 0.73% | -7,021 |
| UFP TECHNOLOGIES INC(UFPT) | 83,672 | 58,807 | -24,865 | 18,578 | 11,385 | 1.62% | -7,193 |
| TRANSMEDICS GROUP INC(TMDX) | 145,918 | 97,954 | -47,964 | 17,751 | 9,738 | 1.38% | -8,013 |
| WORKIVA INC(WK) | 208,494 | 148,997 | -59,497 | 17,983 | 8,885 | 1.26% | -9,098 |
| BIO-TECHNE CORP(TECH) | 435,641 | 309,561 | -126,080 | 25,620 | 16,178 | 2.30% | -9,442 |
| MERCADOLIBRE INC(MELI) | 17,176 | 14,156 | -3,020 | 34,597 | 24,476 | 3.48% | -10,121 |
| ALARM COM HLDGS INC | 504,728 | 359,177 | -145,551 | 25,751 | 15,513 | 2.20% | -10,238 |
| MONDAY COM LTD SHS | 71,052 | 0 | -71,052 | 10,484 | 0 | — | -10,484 |
| PAYCOM SOFTWARE INC(PAYC) | 145,948 | 104,486 | -41,462 | 23,258 | 12,699 | 1.80% | -10,559 |
| VERICEL CORP(VCEL) | 831,752 | 592,494 | -239,258 | 29,951 | 19,061 | 2.71% | -10,891 |
| NCINO INC(NCNO) | 739,559 | 529,786 | -209,773 | 18,962 | 7,936 | 1.13% | -11,026 |
| GLAUKOS CORP(GKOS) | 326,579 | 230,028 | -96,551 | 36,874 | 24,765 | 3.52% | -12,109 |
| DATADOG INC(DDOG) | 244,312 | 176,510 | -67,802 | 33,224 | 20,837 | 2.96% | -12,387 |
| Q2 HLDGS INC(QTWO) | 355,407 | 252,699 | -102,708 | 25,646 | 11,953 | 1.70% | -13,694 |
| AGILYSYS INC(AGYS) | 214,986 | 153,392 | -61,594 | 25,549 | 10,912 | 1.55% | -14,637 |
| MANHATTAN ASSOCIATES INC(MANH) | 187,550 | 134,011 | -53,539 | 32,504 | 17,840 | 2.53% | -14,665 |
| TYLER TECHNOLOGIES INC(TYL) | 74,067 | 52,926 | -21,141 | 33,623 | 18,121 | 2.57% | -15,502 |
| VEEVA SYS INC(VEEV) | 160,187 | 114,935 | -45,252 | 35,759 | 20,189 | 2.87% | -15,569 |
| SHOPIFY INC(SHOP) | 248,101 | 201,723 | -46,378 | 39,937 | 23,928 | 3.40% | -16,008 |
| FLUTTER ENTMT PLC(FLUT) | 132,335 | 111,273 | -21,062 | 28,457 | 11,344 | 1.61% | -17,113 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 183,624 | 130,955 | -52,669 | 36,910 | 19,586 | 2.78% | -17,325 |
| CLEARWATER ANALYTICS HLDGS I | 1,266,310 | 555,511 | -710,799 | 30,543 | 13,138 | 1.87% | -17,406 |
| APPFOLIO INC(APPF) | 152,123 | 108,134 | -43,989 | 35,391 | 17,066 | 2.42% | -18,326 |
| CAMTEK LTD(CAMT) | 1,075,053 | 620,098 | -454,955 | 114,327 | 94,013 | 13.35% | -20,313 |
| XOMETRY INC(XMTR) | 698,666 | 421,097 | -277,569 | 41,550 | 17,198 | 2.44% | -24,352 |
| REPLIGEN CORP(RGEN) | 273,972 | 169,996 | -103,976 | 44,893 | 20,029 | 2.85% | -24,864 |
| GLOBAL E ONLINE LTD SHS | 2,404,856 | 1,398,886 | -1,005,970 | 94,535 | 43,156 | 6.13% | -51,379 |
| CYBERARK SOFTWARE LTD | 152,539 | 0 | -152,539 | 68,042 | 0 | — | -68,042 |