| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 176 | 4,839,542 | CRDO, AAOI, DOCN, SIMO | 13F-HR | 8/14/2026 | 000121390026089777 |
| Q1 2026 | 180 | 3,385,664 | AAOI, LITE, CRDO, DOCN | 13F-HR | 5/15/2026 | 000121390026057307 |
| Q4 2025 | 179 | 2,734,878 | LITE, CRDO, AAOI, SN | 13F-HR | 2/17/2026 | 000121390026017101 |
| Q3 2025 | 183 | 2,611,720 | CRDO, LITE, RMBS, AMBA | 13F-HR | 11/17/2025 | 000121390025111225 |
| Q2 2025 | 185 | 2,298,544 | CRDO, ADMA, AAOI, SN | 13F-HR | 8/14/2025 | 000121390025076460 |
| Q1 2025 | 192 | 2,006,310 | ADMA, CRDO, SN, EHC | 13F-HR | 5/15/2025 | 000121390025043859 |
| Q4 2024 | 196 | 2,121,356 | CRDO, ADMA, SN, ZETA | 13F-HR | 2/14/2025 | 000121390025013939 |
| Q3 2024 | 206 | 1,951,706 | ADMA, SN, ZETA, EHC | 13F-HR | 11/14/2024 | 000121390024098012 |
| Q2 2024 | 197 | 1,631,299 | WFRD, CSTM, SN, ONTO | 13F-HR | 8/14/2024 | 000121390024068757 |
| Q1 2024 | 196 | 1,382,671 | CSTM, WFRD, ACLS, ONTO | 13F-HR | 5/15/2024 | 000121390024043291 |
| Q4 2023 | 192 | 1,073,586 | CSTM, ACLS, AEHR, ATEC | 13F-HR | 2/14/2024 | 000121390024014028 |
| Q3 2023 | 195 | 941,461 | CSTM, AEHR, ACLS, WFRD | 13F-HR | 11/14/2023 | 000121390023086509 |
| Q2 2023 | 187 | 822,841 | CSTM, ACLS, AEHR, ATEC | 13F-HR | 8/14/2023 | 000121390023066668 |
| Q1 2023 | 174 | 644,539 | CSTM, ACLS, AEHR, PI | 13F-HR | 5/15/2023 | 000121390023039430 |
| Q4 2022 | 168 | 470,439 | CSTM, ACLS, AEHR, PI | 13F-HR | 2/14/2023 | 000121390023011274 |
| Q3 2022 | 173 | 427,271 | CSTM, NVMI, DAVA, ACLS | 13F-HR | 11/14/2022 | 000121390022071780 |
| Q2 2022 | 164 | 395,125 | CSTM, NVMI, DAVA, LNTH | 13F-HR | 8/15/2022 | 000121390022047834 |
| Q1 2022 | 165 | 499,158 | CSTM, NVMI, DAVA, ACLS | 13F-HR | 5/16/2022 | 000121390022026835 |
| Q4 2021 | 160 | 548,098 | CSTM, NVMI, DAVA, SYNA | 13F-HR | 2/14/2022 | 000121390022007253 |
| Q3 2021 | 162 | 482,907 | CSTM, DAVA, SE, SYNA | 13F-HR | 11/15/2021 | 000121390021059091 |
| Q2 2021 | 163 | 456,492 | CSTM, DAVA, SE, ECOM | 13F-HR | 8/16/2021 | 000121390021042765 |
| Q1 2021 | 170 | 488,893 | CSTM, FVRR, KRNT, DAVA | 13F-HR | 5/17/2021 | 000110465921067773 |
| Q4 2020 | 138 | 379,790 | CSTM, FVRR, DAVA, UPWK | 13F-HR | 2/16/2021 | 000110465921022808 |
| Q3 2020 | 126 | 297,038 | FVRR, CSTM, DAVA, AUDC | 13F-HR | 11/16/2020 | 000110465920125545 |
| Q2 2020 | 123 | 254,665 | FVRR, CSTM, DAVA, AUDC | 13F-HR | 8/14/2020 | 000110465920095221 |
| Q1 2020 | 172 | 181,247 | AUDC, DAVA, EHTH, BABA | 13F-HR | 5/15/2020 | 000110465920062231 |
| Q4 2019 | 200 | 300,164 | CSTM, AUDC, NOMD, BABA | 13F-HR | 2/14/2020 | 000110465920021033 |
| Q3 2019 | 196 | 442,518 | NOMD, CSTM, GWPH, ARGX | 13F-HR | 11/14/2019 | 000110465919063953 |
| Q2 2019 | 196 | 550,433 | GWPH, NOMD, ARGX, QURE | 13F-HR | 8/14/2019 | 000114420419039828 |
| Q1 2019 | 201 | 498,029 | NOMD, ARGX, MLNX, GWPH | 13F-HR | 5/15/2019 | 000114420419026377 |
| Q4 2018 | 200 | 447,102 | NOMD, GOOS, ARGX, ATTU | 13F-HR | 2/14/2019 | 000114420419007764 |
| Q3 2018 | 209 | 515,963 | SODA, NOMD, SKY, BEAT | 13F-HR | 11/14/2018 | 000114420418059687 |
| Q2 2018 | 220 | 397,887 | BURL, LGND, LHCG, CARB | 13F-HR | 8/14/2018 | 000114420418044382 |
| Q1 2018 | 227 | 381,001 | LOGM, EXTR, BURL, LHCG | 13F-HR | 5/15/2018 | 000114420418028598 |
| Q4 2017 | 234 | 427,542 | PLCE, ROG, LOGM, BURL | 13F-HR | 2/14/2018 | 000114420418008421 |
| Q3 2017 | 169 | 359,323 | ROG, TAL, LOGM, OSUR | 13F-HR | 11/13/2017 | 000114420417058245 |
| Q2 2017 | 142 | 364,376 | TRVG, AAOI, CEVA, LOGM | 13F-HR | 8/14/2017 | 000114420417042904 |
| Q1 2017 | 139 | 339,338 | WIX, IPHI, TAL, LOGM | 13F-HR | 5/15/2017 | 000114420417027147 |
| Q4 2016 | 135 | 334,652 | SHOP, COT, IPHI, LOGM | 13F-HR | 2/14/2017 | 000114420417008530 |
| Q3 2016 | 135 | 347,369 | COT, SHOP, GIMO, IPHI | 13F-HR | 11/14/2016 | 000114420416134065 |
| Q2 2016 | 170 | 336,450 | COT, GIMO, DXCM, LGND | 13F-HR | 8/15/2016 | 000114420416119055 |
| Q1 2016 | 175 | 346,211 | COT, ICLR, CBPO, DXCM | 13F-HR | 5/16/2016 | 000114420416102192 |
| Q4 2015 | 175 | 356,495 | ICLR, COT, CBPO, DPLO | 13F-HR | 2/16/2016 | 000114420416082256 |
| Q3 2015 | 165 | 343,218 | ICLR, COT, KANG, THRM | 13F-HR | 11/13/2015 | 000114420415065244 |
| Q2 2015 | 166 | 377,952 | ICLR, COT, THRM, DPLO | 13F-HR | 8/14/2015 | 000114420415049445 |
| Q1 2015 | 169 | 355,988 | ICLR, COT, VIPS, THRM | 13F-HR | 5/15/2015 | 000114420415031228 |
| Q4 2014 | 127 | 334,880 | ICLR, VIPS, SYNA, CMGE | 13F-HR | 2/13/2015 | 000114420415008929 |
| Q3 2014 | 133 | 365,066 | ICLR, CMGE, VIPS, SYNA | 13F-HR | 11/14/2014 | 000114420414068263 |
| Q2 2014 | 138 | 405,567 | VIPS, SYNA, VNET, THRM | 13F-HR | 8/14/2014 | 000114420414049879 |
| Q1 2014 | 149 | 476,248 | NQ, ICLR, GIII, VNET | 13F-HR | 5/15/2014 | 000114420414031093 |
| Q4 2013 | 148 | 412,923 | NQ, VNET, MEI, MDSO | 13F-HR | 2/14/2014 | 000114420414009221 |