Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| FIVE9 INC(FIVN) | 0 | 100,000 | +100,000 | 0 | 2,648 | 5.10% | +2,648 |
| EURONET WORLDWIDE INC(EEFT) | 0 | 25,000 | +25,000 | 0 | 2,535 | 4.88% | +2,535 |
| ALLOT LTD | 1,045,000 | 905,000 | -140,000 | 5,967 | 7,738 | 14.90% | +1,771 |
| PENGUIN SOLUTIONS INC | 450,000 | 470,000 | +20,000 | 7,817 | 9,311 | 17.93% | +1,494 |
| MAGNITE INC(MGNI) | 150,000 | 130,000 | -20,000 | 1,712 | 3,136 | 6.04% | +1,424 |
| INDIE SEMICONDUCTOR INC | 1,100,000 | 1,025,000 | -75,000 | 2,239 | 3,649 | 7.03% | +1,411 |
| ON24 INC COM | 160,000 | 300,000 | +140,000 | 832 | 1,629 | 3.14% | +797 |
| DIGITAL TURBINE INC(APPS) | 550,000 | 380,000 | -170,000 | 1,493 | 2,242 | 4.32% | +749 |
| BIGCOMMERCE HLDGS INC | 140,000 | 300,000 | +160,000 | 806 | 1,500 | 2.89% | +694 |
| OPTIMIZERX CORP | 0 | 50,000 | +50,000 | 0 | 675 | 1.30% | +675 |
| MARCHEX INC | 400,000 | 400,000 | 0 | 652 | 876 | 1.69% | +224 |
| BACKBLAZE CL A | 400,000 | 370,000 | -30,000 | 1,932 | 2,035 | 3.92% | +103 |
| GAIA INC NEW | 190,000 | 175,000 | -15,000 | 732 | 768 | 1.48% | +37 |
| RADCOM LTD | 150,000 | 128,320 | -21,680 | 1,715 | 1,744 | 3.36% | +29 |
| ASURE SOFTWARE INC | 220,000 | 200,000 | -20,000 | 2,101 | 1,952 | 3.76% | -149 |
| DOCGO INC | 2,000,000 | 3,200,000 | +1,200,000 | 5,280 | 5,024 | 9.67% | -256 |
| ENOVIX CORPORATION(ENVX) | 60,000 | 0 | -60,000 | 440 | 0 | — | -440 |
| SIMILARWEB LTD | 300,000 | 240,000 | -60,000 | 2,481 | 1,882 | 3.62% | -599 |
| GENIUS SPORTS LIMITED SHARES CL A | 340,000 | 250,000 | -90,000 | 3,403 | 2,600 | 5.01% | -803 |
| DAVE INC(DAVE) | 10,000 | 0 | -10,000 | 827 | 0 | — | -827 |