| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 93 | 213,647 | ALAB, CRDO, CDNL, PANW | 13F-HR | 7/23/2026 | 000163266526000003 |
| Q1 2026 | 93 | 175,751 | CDNL, NET, GEV, PWR | 13F-HR | 4/29/2026 | 000163266526000002 |
| Q4 2025 | 93 | 197,569 | ALAB, CRDO, MDB, MPWR | 13F-HR | 1/26/2026 | 000163266526000001 |
| Q3 2025 | 89 | 201,103 | CRDO, ALAB, TSEM, MPWR | 13F-HR | 10/21/2025 | 000163266525000008 |
| Q2 2025 | 90 | 188,111 | CRDO, MPWR, CVNA, NET | 13F-HR | 7/17/2025 | 000163266525000005 |
| Q1 2025 | 90 | 167,989 | MPWR, TW, PRCT, CVNA | 13F-HR | 4/25/2025 | 000163266525000004 |
| Q4 2024 | 91 | 197,608 | GDYN, PRCT, NVCR, KRNT | 13F-HR | 2/4/2025 | 000163266525000001 |
| Q3 2024 | 88 | 200,631 | PRCT, KRNT, CVNA, PI | 13F-HR | 10/22/2024 | 000163266524000009 |
| Q2 2024 | 87 | 210,038 | MPWR, CYBR, CVNA, P | 13F-HR | 7/29/2024 | 000163266524000006 |
| Q1 2024 | 85 | 209,902 | QUIK, CYBR, MPWR, NSSC | 13F-HR | 4/19/2024 | 000163266524000005 |
| Q4 2023 | 87 | 199,245 | QUIK, PI, PRCT, MPWR | 13F-HR | 1/29/2024 | 000163266524000001 |
| Q3 2023 | 88 | 179,920 | QUIK, CYBR, PCOR, BOOT | 13F-HR | 10/25/2023 | 000163266523000004 |
| Q2 2023 | 87 | 204,776 | QUIK, BOOT, PCOR, CYBR | 13F-HR | 7/31/2023 | 000163266523000003 |
| Q1 2023 | 87 | 183,017 | NSSC, CYBR, PCOR, P | 13F-HR | 4/25/2023 | 000163266523000002 |
| Q4 2022 | 88 | 176,303 | NSSC, P, BOOT, PI | 13F-HR | 2/6/2023 | 000163266523000001 |
| Q3 2022 | 86 | 191,871 | NSSC, PI, GDYN, P | 13F-HR | 11/7/2022 | 000163266522000005 |
| Q2 2022 | 86 | 192,151 | GDYN, NSSC, PI, QUIK | 13F-HR | 8/3/2022 | 000163266522000004 |
| Q1 2022 | 87 | 269,416 | P, EBIXQ, CYBR, NSSC | 13F-HR | 4/25/2022 | 000163266522000003 |
| Q4 2021 | 89 | 319,120 | GDYN, PI, KRNT, TSEM | 13F-HR | 1/20/2022 | 000163266522000001 |
| Q3 2021 | 87 | 310,215 | GDYN, INMD, KRNT, APYX | 13F-HR | 10/27/2021 | 000163266521000006 |
| Q2 2021 | 90 | 320,084 | KRNT, FVRR, BOOT, INMD | 13F-HR | 7/26/2021 | 000163266521000005 |
| Q1 2021 | 91 | 324,253 | KRNT, FVRR, INMD, VUZI | 13F-HR | 4/23/2021 | 000163266521000004 |
| Q4 2020 | 91 | 304,528 | KRNT, VUZI, FVRR, NVCR | 13F-HR | 1/22/2021 | 000163266521000001 |
| Q3 2020 | 92 | 226,952 | FVRR, CGEN, KRNT, CVNA | 13F-HR | 10/20/2020 | 000163266520000008 |
| Q2 2020 | 91 | 201,380 | VAPO, CGEN, KRNT, FVRR | 13F-HR | 7/22/2020 | 000163266520000006 |
| Q1 2020 | 87 | 127,583 | CGEN, VAPO, NVDA, CYRX | NEW HOLDINGS | 5/6/2020 | 000163266520000003 |
| Q1 2020 | 87 | 110,776 | CGEN, VAPO, NVDA, CYRX | 13F-HR | 4/24/2020 | 000163266520000002 |
| Q4 2019 | 86 | 145,079 | CGEN, KRNT, APYX, NVCR | 13F-HR | 1/24/2020 | 000163266520000001 |
| Q3 2019 | 84 | 138,206 | KRNT, CGEN, TSEM, NVCR | 13F-HR | 11/1/2019 | 000163266519000005 |
| Q2 2019 | 86 | 144,099 | KRNT, CYRX, QUIK, AIRG | RESTATEMENT | 8/12/2019 | 000163266519000004 |
| Q1 2019 | 83 | 128,546 | KRNT, GKOS, WIX, AIRG | 13F-HR | 4/25/2019 | 000163266519000002 |
| Q4 2018 | 84 | 113,659 | GKOS, MLNX, KRNT, QUIK | 13F-HR | 2/7/2019 | 000163266519000001 |
| Q3 2018 | 79 | 131,768 | GKOS, TWLO, QUIK, KRNT | 13F-HR | 10/15/2018 | 000163266518000005 |
| Q2 2018 | 84 | 137,551 | QUIK, TWLO, KRNT, WIX | 13F-HR | 8/1/2018 | 000163266518000004 |
| Q1 2018 | 85 | 128,526 | QUIK, TWLO, MLNX, WIX | 13F-HR | 4/23/2018 | 000163266518000003 |
| Q4 2017 | 85 | 124,502 | QUIK, MLNX, ANET, TSEM | NEW HOLDINGS | 2/15/2018 | 000163266518000002 |
| Q4 2017 | 85 | 123,210 | QUIK, MLNX, ANET, TSEM | 13F-HR | 1/25/2018 | 000163266518000001 |
| Q2 2016 | 89 | 95,898 | MLNX, QUIK, AMZN, MIDD | 13F-HR | 8/3/2016 | 000163266516000009 |
| Q1 2016 | 89 | 94,468 | MLNX, QUIK, FISV, AMZN | 13F-HR | 4/25/2016 | 000163266516000008 |
| Q4 2015 | 89 | 88,857 | QUIK, EZCH, MLNX, AMZN | RESTATEMENT | 1/29/2016 | 000163266516000007 |
| Q3 2015 | 81 | 89,935 | EZCH, QUIK, MLNX, FISV | 13F-HR | 10/20/2015 | 000163266515000005 |
| Q2 2015 | 90 | 96,267 | EZCH, QUIK, FAST, PRAA | 13F-HR | 7/24/2015 | 000163266515000004 |
| Q1 2015 | 110 | 108,247 | EZCH, QUIK, FAST, QCOM | NEW HOLDINGS | 5/28/2015 | 000163266515000003 |
| Q1 2015 | 107 | 101,336 | QUIK, FAST, QCOM, PRAA | 13F-HR | 5/4/2015 | 000163266515000002 |
| Q4 2014 | 102 | 106,455 | QUIK, FAST, QCOM, MLNX | 13F-HR | 2/4/2015 | 000163266515000001 |