Q1 2015 Holdings
Filed 2015-05-14 | 19 holdings | $68.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $46.2M | 2,596,779 | 67.9% |
| Agilysys Inc(AGYS) | COM | 00847J105 | $21.3M | 2,168,161 | 31.3% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $99.7K | 2,589,357 | 0.1% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $68.3K | 972,992 | 0.1% |
| Blackbaud Inc(BLKB) | COM | 09227Q100 | $52.7K | 1,112,324 | 0.1% |
| Tyler Technologies Inc(TYL) | COM | 902252105 | $51.9K | 430,933 | 0.1% |
| Shoretel Inc | COM | 825211105 | $34.3K | 5,031,515 | 0.1% |
| Bazaarvoice Inc | COM | 073271108 | $33.8K | 5,986,391 | 0.0% |
| Entegris Inc(ENTG) | COM | 29362U104 | $30.9K | 2,253,476 | 0.0% |
| Callidus Software Inc(CALD) | COM | 13123E500 | $26.7K | 2,105,236 | 0.0% |
| Harmonic Inc(HLIT) | COM | 413160102 | $23.2K | 3,134,089 | 0.0% |
| Model N Inc(MODNEUR) | COM | 607525102 | $22.4K | 1,871,182 | 0.0% |
| Sciquest Inc | COM | 80908T101 | $20.9K | 1,235,605 | 0.0% |
| Guidance Software Inc | COM | 401692108 | $19.5K | 3,604,793 | 0.0% |
| Servicesource International Inc | COM | 81763U100 | $16.5K | 5,317,084 | 0.0% |
| Support.com Inc | COM | 86858W101 | $10.6K | 6,790,250 | 0.0% |
| Cascade Microtech Inc | COM | 147322101 | $9.0K | 660,456 | 0.0% |
| Richardson Electronics LTD(RELL) | COM | 763165107 | $8.9K | 992,442 | 0.0% |
| Kofax LTD | COM | G5307C105 | $5.7K | 525,025 | 0.0% |