Q3 2013 Holdings
Filed 2013-11-12 | 15 holdings | $63.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $45.3M | 3,429,654 | 71.8% |
| Agilysys Inc(AGYS) | COM | 00847J105 | $17.4M | 1,461,011 | 27.6% |
| Accelrys Inc | COM | 00430U103 | $63.3K | 6,434,885 | 0.1% |
| Aspen Technology Inc | COM | 45327103 | $60.4K | 1,747,895 | 0.1% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $48.9K | 955,488 | 0.1% |
| Support COM Inc | COM | 86858W101 | $41.3K | 7,577,535 | 0.1% |
| Guidance Software Inc | COM | 401692108 | $36.8K | 4,057,309 | 0.1% |
| Atmi Inc | COM | 00207R101 | $31.6K | 1,191,709 | 0.1% |
| Callidus Software Inc(CALD) | COM | 13123E500 | $27.3K | 2,977,378 | 0.0% |
| Tyler Technologies Inc(TYL) | COM | 902252105 | $16.2K | 185,550 | 0.0% |
| Richardson Electrs LTD(RELL) | COM | 763165107 | $13.4K | 1,176,332 | 0.0% |
| Shoretel Inc | COM | 825211105 | $13.3K | 2,196,497 | 0.0% |
| Cascade Microtech Inc | COM | 147322101 | $11.0K | 1,221,968 | 0.0% |
| Epiq SYS Inc | COM | 26882D109 | $5.7K | 431,299 | 0.0% |
| Model N Inc(MODNEUR) | COM | 607525102 | $51 | 5,200 | 0.0% |