Q2 2018 Holdings
Filed 2018-08-15 | 94 holdings | $19.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ceva Inc(CEVA) | COM | 157210105 | $10.2M | 338,382 | 53.0% |
| Ballard Power Systems Inc(BLDP) | COM | 058586108 | $1.8M | 640,000 | 9.4% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $1.3M | 84,000 | 6.5% |
| Asure Software Inc(ASUR) | COM | 04649U102 | $1.1M | 70,000 | 5.8% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $1.1M | 15,200 | 5.8% |
| Cadence Design Systems Inc(CDNS) | COM | 127387108 | $1.1M | 25,000 | 5.6% |
| AXT Inc(AXTI) | COM | 00246W103 | $1.1M | 150,000 | 5.4% |
| Alibaba Group Holding Ltd(BABA) | ADR | 01609W102 | $704.0K | 3,800 | 3.6% |
| Ciena Corp(CIEN) | COM | 171779309 | $596.0K | 22,500 | 3.1% |
| Silicon Motion Technology Corp(SIMO) | ADR | 82706C108 | $20.3K | 383,000 | 0.1% |
| Radware Ltd(RDWR) | COM | M81873107 | $19.5K | 770,000 | 0.1% |
| Pegasystems Inc(PEGA) | COM | 705573103 | $18.0K | 328,500 | 0.1% |
| Mellanox Technologies Ltd | COM | M51363113 | $16.8K | 199,350 | 0.1% |
| Descartes Systems Group Inc(DSGX) | COM | 249906108 | $15.5K | 478,000 | 0.1% |
| Boingo Wireless Inc(WIFI) | COM | 09739C102 | $14.9K | 660,000 | 0.1% |
| Attunity Ltd | COM | M15332121 | $11.5K | 994,200 | 0.1% |
| LivePerson Inc(LPSNUSD) | COM | 538146101 | $10.6K | 500,000 | 0.1% |
| Mimecast Ltd | COM | G14838109 | $9.3K | 225,000 | 0.0% |
| 51job Inc(JOBSUSD) | ADR | 316827104 | $9.2K | 94,000 | 0.0% |
| Varonis Systems Inc(VRNS) | COM | 922280102 | $9.1K | 122,800 | 0.0% |
| Amber Road Inc(AMBRUSD) | COM | 02318Y108 | $8.6K | 910,000 | 0.0% |
| Hortonworks Inc | COM | 440894103 | $8.4K | 459,700 | 0.0% |
| Five9 Inc(FIVN) | COM | 338307101 | $8.2K | 236,000 | 0.0% |
| Qualys Inc(QLYS) | COM | 74758T303 | $7.4K | 87,250 | 0.0% |
| ViaSat Inc(VSAT) | COM | 92552V100 | $6.6K | 100,000 | 0.0% |
| Web.com Group Inc | COM | 94733A104 | $6.5K | 250,000 | 0.0% |
| Bottomline Technologies de Inc(EPAYEUR) | COM | 101388106 | $6.4K | 128,800 | 0.0% |
| Orbotech Ltd | COM | M75253100 | $6.2K | 100,000 | 0.0% |
| Fabrinet(FN) | COM | G3323L100 | $6.1K | 166,000 | 0.0% |
| Brightcove Inc(BCOVUSD) | COM | 10921T101 | $4.5K | 471,000 | 0.0% |
| Super Micro Computer Inc(SMCIUSD) | COM | 86800U104 | $4.4K | 186,000 | 0.0% |
| Quantenna Communications Inc | COM | 74766D100 | $4.4K | 281,714 | 0.0% |
| Inphi Corp(IPHI) | COM | 45772F107 | $4.2K | 130,000 | 0.0% |
| Akoustis Technologies Inc(AKTSQ) | COM | 00973N102 | $4.2K | 578,636 | 0.0% |
| Hydrogenics Corp(HYGS) | COM | 448883207 | $4.1K | 550,000 | 0.0% |
| Vasco Data Security International Inc(OSPN) | COM | 68287N100 | $3.9K | 200,000 | 0.0% |
| SPS Commerce Inc(SPSC) | COM | 78463M107 | $3.7K | 50,000 | 0.0% |
| Adesto Technologies Corp(IOTSEUR) | COM | 00687D101 | $3.6K | 431,000 | 0.0% |
| Celestica Inc(CLSEUR) | COM | 15101Q108 | $3.6K | 300,000 | 0.0% |
| Yelp Inc(YELP) | COM | 985817105 | $3.5K | 90,000 | 0.0% |
| Alteryx Inc(AYXEUR) | COM | 02156B103 | $3.4K | 90,000 | 0.0% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $3.4K | 2,000 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $3.2K | 17,635 | 0.0% |
| Radcom Ltd(RDCM) | COM | M81865111 | $3.2K | 161,000 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.0K | 30,600 | 0.0% |
| Iridium Communications Inc(IRDM) | COM | 46269C102 | $2.9K | 180,000 | 0.0% |
| Alphabet Inc(GOOGL) | COM | 02079K305 | $2.7K | 2,350 | 0.0% |
| CyberArk Software Ltd | COM | M2682V108 | $2.6K | 41,000 | 0.0% |
| Fitbit Inc(FITEUR) | COM | 33812L102 | $2.4K | 375,000 | 0.0% |
| Imperva Inc | COM | 45321L100 | $2.4K | 50,000 | 0.0% |