|
Q4 2024
|
11 |
158,252 |
FN, TWLO, HLIT, SITM
|
13F-HR
|
2/13/2025 |
000174961125000003 |
|
Q3 2024
|
11 |
167,328 |
FN, HLIT, TWLO, ESTC
|
13F-HR
|
11/13/2024 |
000174961124000012 |
|
Q2 2024
|
10 |
156,056 |
FN, HLIT, ESTC, JAMF
|
13F-HR
|
8/13/2024 |
000174961124000009 |
|
Q1 2024
|
11 |
180,573 |
PI, FN, HLIT, TWLO
|
13F-HR
|
5/14/2024 |
000174961124000005 |
|
Q4 2023
|
11 |
190,185 |
PI, HLIT, FN, SITM
|
13F-HR
|
2/13/2024 |
000174961124000003 |
|
Q3 2023
|
11 |
176,402 |
TENB, FN, PI, HLIT
|
13F-HR
|
11/13/2023 |
000174961123000008 |
|
Q2 2023
|
12 |
230,655 |
PI, TENB, MX, TWLO
|
13F-HR
|
8/11/2023 |
000142050623001468 |
|
Q1 2023
|
10 |
273,384 |
TWLO, TENB, RSKD, MITK
|
13F-HR
|
5/12/2023 |
000174961123000004 |
|
Q4 2022
|
10 |
260,977 |
TENB, TWLO, PI, ESTC
|
RESTATEMENT
|
5/12/2023 |
000174961123000003 |
|
Q3 2022
|
11 |
283,624 |
TENB, GDYN, ESTC, TWLO
|
13F-HR
|
11/10/2022 |
000174961122000005 |
|
Q2 2022
|
10 |
306,940 |
TENB, PI, GDYN, MX
|
13F-HR
|
8/12/2022 |
000169736622000003 |
|
Q1 2022
|
11 |
339,787 |
TENB, MX, MITK, GDS
|
13F-HR
|
5/13/2022 |
000174961122000004 |
|
Q4 2021
|
10 |
314,163 |
MX, TENB, MITK, PI
|
13F-HR
|
2/11/2022 |
000174961122000003 |
|
Q3 2021
|
10 |
284,459 |
TENB, MITK, MX, PI
|
13F-HR
|
11/12/2021 |
000174961121000014 |
|
Q2 2021
|
10 |
343,056 |
MITK, GDS, MX, TENB
|
13F-HR
|
8/13/2021 |
000174961121000011 |
|
Q1 2021
|
10 |
308,015 |
MX, GDS, ZENDESK INC, PI
|
13F-HR
|
5/14/2021 |
000174961121000006 |
|
Q4 2020
|
11 |
377,329 |
ZENDESK INC, GDS, TENB, MITK
|
13F-HR
|
2/12/2021 |
000174961121000002 |
|
Q3 2020
|
12 |
359,021 |
ZENDESK INC, BL, PI, MITK
|
13F-HR
|
11/13/2020 |
000174961120000008 |
|
Q2 2020
|
11 |
383,343 |
GDS, ZENDESK INC, EHTH, PI
|
13F-HR
|
8/14/2020 |
000174961120000006 |
|
Q1 2020
|
11 |
319,815 |
GDS, EHTH, ZENDESK INC, TWLO
|
13F-HR
|
5/14/2020 |
000174961120000004 |
|
Q4 2019
|
12 |
352,049 |
GDS, EHTH, BL, NEWR
|
13F-HR
|
2/14/2020 |
000174961120000002 |
|
Q3 2019
|
12 |
292,306 |
CBLK, NEWR, GDS, VIAV
|
13F-HR
|
11/13/2019 |
000174961119000010 |
|
Q2 2019
|
12 |
227,670 |
VIAV, NEWR, EHTH, CBLK
|
13F-HR
|
8/13/2019 |
000174961119000009 |
|
Q1 2019
|
11 |
182,940 |
EHTH, VIAV, GDS, INXN
|
13F-HR
|
5/15/2019 |
000174961119000006 |
|
Q4 2018
|
13 |
115,423 |
VIAV, EHTH, INXN, GDS
|
13F-HR
|
2/12/2019 |
000174961119000004 |