Q1 2017 Holdings
Filed 2018-08-01 | 55 holdings | $6.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $6.5M | 191,357 | 96.1% |
| Irobot Corp(IRBTQ) | COM | 462726100 | $8.4K | 127,723 | 0.1% |
| Oceaneering Intl Inc(OII) | COM | 675232102 | $7.9K | 292,881 | 0.1% |
| Cognex Corp(CGNX) | COM | 192422103 | $7.9K | 94,047 | 0.1% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $7.8K | 10,127 | 0.1% |
| Rockwell Automation Inc(ROK) | COM | 773903109 | $7.6K | 48,685 | 0.1% |
| Faro Technologies Inc(FARO) | COM | 311642102 | $7.4K | 206,370 | 0.1% |
| Hollysys Automation Technolo | SHS | G45667105 | $7.2K | 427,854 | 0.1% |
| Raven Inds Inc(RAVN) | COM | 754212108 | $7.2K | 248,183 | 0.1% |
| Symantec Corp | COM | 871503108 | $6.8K | 220,127 | 0.1% |
| Check Point Software Tech LT(CHKP) | ORD | M22465104 | $6.5K | 63,434 | 0.1% |
| Qualys Inc(QLYS) | COM | 74758T303 | $6.4K | 168,495 | 0.1% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $6.4K | 101,987 | 0.1% |
| Imperva Inc | COM | 45321L100 | $5.8K | 141,553 | 0.1% |
| Juniper Networks Inc(JNP) | COM | 48203R104 | $5.7K | 206,463 | 0.1% |
| Cyberark Software LTD | SHS | M2682V108 | $5.6K | 110,211 | 0.1% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $5.4K | 428,133 | 0.1% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $5.2K | 70,266 | 0.1% |
| Science Applicatns Intl CP N(SAIC) | COM | 808625107 | $5.0K | 67,847 | 0.1% |
| Vasco Data SEC Intl Inc | COM | 92230Y104 | $4.9K | 361,998 | 0.1% |
| Radware LTD(RDWR) | ORD | M81873107 | $4.8K | 295,209 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $4.7K | 41,552 | 0.1% |
| Helix Energy Solutions GRP I(HLX) | COM | 42330P107 | $4.4K | 567,518 | 0.1% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $4.3K | 39,378 | 0.1% |
| Technipfmc PLC(FTI) | COM | G87110105 | $4.3K | 131,806 | 0.1% |
| Brooks Automation Inc(AZTA) | COM | 114340102 | $4.3K | 191,076 | 0.1% |
| 3-D SYS Corp del(DDD) | COM NEW | 88554D205 | $4.3K | 285,308 | 0.1% |
| Nuance Communications Inc | COM | 67020Y100 | $4.3K | 246,425 | 0.1% |
| Mobileye N V Amstelveen | ORD SHS | N51488117 | $4.2K | 69,028 | 0.1% |
| Stratasys LTD(SSYS) | SHS | M85548101 | $4.2K | 206,166 | 0.1% |
| Trimble Inc(TRMB) | COM | 896239100 | $4.2K | 131,681 | 0.1% |
| Teradyne Inc(TER) | COM | 880770102 | $4.2K | 135,481 | 0.1% |
| Zebra Technologies Corp(ZBRA) | CL A | 989207105 | $4.2K | 46,026 | 0.1% |
| National Instrs Corp | COM | 636518102 | $4.2K | 128,521 | 0.1% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $4.2K | 72,579 | 0.1% |
| Varian MED SYS Inc(VAREUR) | COM | 92220P105 | $4.2K | 45,638 | 0.1% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $4.2K | 34,389 | 0.1% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $4.1K | 56,232 | 0.1% |
| Deere & Co(DE) | COM | 244199105 | $4.1K | 38,010 | 0.1% |
| John Bean Technologies Corp(JBTM) | COM | 477839104 | $4.1K | 46,905 | 0.1% |
| Flir SYS Inc(FLIR) | COM | 302445101 | $4.1K | 113,687 | 0.1% |
| Qiagen NV(QGEN) | SHS NEW | N72482123 | $4.1K | 142,169 | 0.1% |
| Lincoln Elec Hldgs Inc(LECO) | COM | 533900106 | $4.1K | 47,332 | 0.1% |
| Immersion Corp(IMMR) | COM | 452521107 | $4.1K | 471,969 | 0.1% |
| Exone Co(XONECHF) | COM | 302104104 | $4.1K | 399,706 | 0.1% |
| Northrop Grumman Corp(NOC) | COM | 666807102 | $4.1K | 17,101 | 0.1% |
| Nordson Corp(NDSN) | COM | 655663102 | $4.1K | 33,093 | 0.1% |
| Ambarella Inc(AMBA) | SHS | G037AX101 | $4.1K | 74,137 | 0.1% |
| Teledyne Technologies Inc(TDY) | COM | 879360105 | $4.0K | 31,772 | 0.1% |
| Rapid7 Inc(RPD) | COM | 753422104 | $4.0K | 267,350 | 0.1% |