| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 46 | 340,900 | TYL, LRN, TREX, TECH | 13F-HR | 5/13/2025 | 000108514625003010 |
| Q4 2024 | 47 | 484,417 | TYL, BRKR, TECH, TREX | 13F-HR | 2/12/2025 | 000108514625001037 |
| Q3 2024 | 47 | 561,068 | TYL, BRKR, TECH, AWK | 13F-HR | 11/4/2024 | 000108514624005318 |
| Q2 2024 | 46 | 536,374 | TYL, NVMI, BRKR, AWK | 13F-HR | 7/30/2024 | 000108514624003330 |
| Q1 2024 | 44 | 553,739 | BRKR, TREX, TYL, NVMI | 13F-HR | 5/14/2024 | 000108514624002456 |
| Q4 2023 | 43 | 531,599 | BRKR, ICLR, TECH, TREX | 13F-HR | 2/9/2024 | 000108514624000956 |
| Q3 2023 | 45 | 568,452 | ICLR, BRKR, TECH, TYL | 13F-HR | 11/13/2023 | 000108514623004247 |
| Q2 2023 | 45 | 632,361 | ICLR, BRKR, TREX, TECH | 13F-HR | 8/11/2023 | 000108514623003251 |
| Q1 2023 | 45 | 643,976 | BRKR, ICLR, TREX, ANSS | 13F-HR | 4/18/2023 | 000108514623001740 |
| Q4 2022 | 47 | 614,374 | BRKR, ICLR, TECH, ANSS | 13F-HR | 2/8/2023 | 000108514623000786 |
| Q3 2022 | 48 | 653,094 | ICLR, SEDG, TREX, BRKR | 13F-HR | 11/9/2022 | 000108514622003841 |
| Q2 2022 | 48 | 665,290 | ICLR, SEDG, BRKR, TECH | 13F-HR | 8/5/2022 | 000108514622002812 |
| Q1 2022 | 45 | 811,397 | SEDG, ICLR, CGNX, ENTG | 13F-HR | 5/12/2022 | 000108514622002008 |
| Q4 2021 | 48 | 991,184 | TREX, ICLR, NVMI, TECH | 13F-HR | 2/11/2022 | 000108514622000818 |
| Q3 2021 | 47 | 829,471 | ICLR, TREX, TECH, BRKR | 13F-HR | 11/15/2021 | 000108514621003222 |
| Q2 2021 | 53 | 794,916 | TREX, ICLR, BRKR, ANSS | 13F-HR | 8/13/2021 | 000108514621002441 |
| Q1 2021 | 43 | 679,238 | TREX, ICLR, SEDG, ANSS | 13F-HR | 5/12/2021 | 000108514621001564 |
| Q4 2020 | 40 | 592,873 | SEDG, TREX, ICLR, ANSS | 13F-HR | 2/16/2021 | 000108514621000787 |