Q2 2017 Holdings
Filed 2018-08-01 | 61 holdings | $16.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $8.7M | 277,793 | 51.3% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $7.8M | 157,276 | 46.2% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $11.3K | 744,600 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $11.2K | 83,328 | 0.1% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $11.0K | 126,269 | 0.1% |
| Imperva Inc | COM | 45321L100 | $10.9K | 228,731 | 0.1% |
| Gigamon Inc | COM | 37518B102 | $10.4K | 264,118 | 0.1% |
| Radware LTD(RDWR) | ORD | M81873107 | $10.2K | 581,028 | 0.1% |
| Qualys Inc(QLYS) | COM | 74758T303 | $10.1K | 247,742 | 0.1% |
| Check Point Software Tech LT(CHKP) | ORD | M22465104 | $10.0K | 91,461 | 0.1% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $9.8K | 10,515 | 0.1% |
| Faro Technologies Inc(FARO) | COM | 311642102 | $9.6K | 255,275 | 0.1% |
| Rockwell Automation Inc(ROK) | COM | 773903109 | $9.6K | 59,436 | 0.1% |
| Hollysys Automation Technolo | SHS | G45667105 | $9.6K | 579,474 | 0.1% |
| Vasco Data SEC Intl Inc | COM | 92230Y104 | $9.5K | 663,887 | 0.1% |
| Juniper Networks Inc(JNP) | COM | 48203R104 | $9.4K | 337,385 | 0.1% |
| Keyw Hldg Corp | COM | 493723100 | $9.3K | 994,640 | 0.1% |
| Cyberark Software LTD | SHS | M2682V108 | $9.2K | 184,576 | 0.1% |
| Zebra Technologies Corp(ZBRA) | CL A | 989207105 | $9.1K | 90,834 | 0.1% |
| Raven Inds Inc(RAVN) | COM | 754212108 | $8.8K | 263,296 | 0.1% |
| Oceaneering Intl Inc(OII) | COM | 675232102 | $8.8K | 383,777 | 0.1% |
| Science Applicatns Intl CP N(SAIC) | COM | 808625107 | $8.8K | 126,202 | 0.1% |
| Cognex Corp(CGNX) | COM | 192422103 | $8.7K | 102,636 | 0.1% |
| Symantec Corp | COM | 871503108 | $8.6K | 306,044 | 0.1% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $8.6K | 150,737 | 0.1% |
| Rapid7 Inc(RPD) | COM | 753422104 | $8.6K | 509,160 | 0.1% |
| Irobot Corp(IRBTQ) | COM | 462726100 | $8.4K | 100,391 | 0.0% |
| John Bean Technologies Corp(JBTM) | COM | 477839104 | $6.0K | 61,295 | 0.0% |
| Nordson Corp(NDSN) | COM | 655663102 | $5.8K | 48,061 | 0.0% |
| Helix Energy Solutions GRP I(HLX) | COM | 42330P107 | $5.8K | 1,026,126 | 0.0% |
| Manhattan Assocs Inc(MANH) | COM | 562750109 | $5.8K | 119,962 | 0.0% |
| Immersion Corp(IMMR) | COM | 452521107 | $5.7K | 631,102 | 0.0% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $5.6K | 38,865 | 0.0% |
| National Instrs Corp | COM | 636518102 | $5.6K | 139,573 | 0.0% |
| Varian MED SYS Inc(VAREUR) | COM | 92220P105 | $5.6K | 54,180 | 0.0% |
| Northrop Grumman Corp(NOC) | COM | 666807102 | $5.5K | 21,586 | 0.0% |
| Qiagen NV(QGEN) | SHS NEW | N72482123 | $5.5K | 162,781 | 0.0% |
| Trimble Inc(TRMB) | COM | 896239100 | $5.4K | 152,563 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $5.4K | 43,993 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $5.4K | 97,125 | 0.0% |
| PTC Inc(PTC) | COM | 69370C100 | $5.4K | 97,228 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $5.4K | 37,037 | 0.0% |
| Lincoln Elec Hldgs Inc(LECO) | COM | 533900106 | $5.3K | 58,087 | 0.0% |
| Teledyne Technologies Inc(TDY) | COM | 879360105 | $5.3K | 41,655 | 0.0% |
| Technipfmc PLC(FTI) | COM | G87110105 | $5.3K | 194,151 | 0.0% |
| Flir SYS Inc(FLIR) | COM | 302445101 | $5.2K | 150,368 | 0.0% |
| Ambarella Inc(AMBA) | SHS | G037AX101 | $5.2K | 107,114 | 0.0% |
| Nuance Communications Inc | COM | 67020Y100 | $5.2K | 297,587 | 0.0% |
| Mimecast LTD | ORD SHS | G14838109 | $5.2K | 193,304 | 0.0% |
| Mantech Intl Corp | CL A | 564563104 | $5.2K | 124,981 | 0.0% |