Q4 2014 Holdings
Filed 2015-02-13 | 19 holdings | $77.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $51.4M | 2,705,520 | 66.3% |
| Agilysys Inc(AGYS) | COM | 00847J105 | $25.6M | 2,034,215 | 33.0% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $87.8K | 2,508,147 | 0.1% |
| Tyler Technologies Inc(TYL) | COM | 902252105 | $70.2K | 641,581 | 0.1% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $66.9K | 843,742 | 0.1% |
| Kofax LTD | COM | 5307C1055 | $60.1K | 8,548,853 | 0.1% |
| Blackbaud Inc(BLKB) | COM | 09227Q100 | $41.0K | 947,801 | 0.1% |
| Shoretel Inc | COM | 825211105 | $34.1K | 4,643,070 | 0.0% |
| Bazaarvoice Inc | COM | 073271108 | $33.7K | 4,189,939 | 0.0% |
| Callidus Software Inc(CALD) | COM | 13123E500 | $28.9K | 1,767,870 | 0.0% |
| Guidance Software Inc | COM | 401692108 | $26.1K | 3,604,793 | 0.0% |
| Servicesource International Inc | COM | 81763U100 | $24.6K | 5,260,084 | 0.0% |
| Entegris Inc(ENTG) | COM | 29362U104 | $22.9K | 1,731,078 | 0.0% |
| Harmonic Inc(HLIT) | COM | 413160102 | $21.3K | 3,045,284 | 0.0% |
| Model N Inc(MODNEUR) | COM | 607525102 | $19.5K | 1,833,474 | 0.0% |
| Support COM Inc | COM | 86858W101 | $14.3K | 6,790,250 | 0.0% |
| Sciquest Inc | COM | 80908T101 | $10.8K | 745,663 | 0.0% |
| Richardson Electronics LTD(RELL) | COM | 763165107 | $10.5K | 1,046,536 | 0.0% |
| Cascade Microtech Inc | COM | 147322101 | $7.3K | 500,698 | 0.0% |