Q3 2017 Holdings
Filed 2018-08-01 | 64 holdings | $28.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $11.1M | 329,385 | 38.4% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $10.1M | 206,981 | 35.0% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $7.1M | 181,131 | 24.8% |
| Qualys Inc(QLYS) | COM | 74758T303 | $13.1K | 252,690 | 0.0% |
| Hollysys Automation Technolo | SHS | G45667105 | $13.0K | 602,016 | 0.0% |
| Raven Inds Inc(RAVN) | COM | 754212108 | $12.7K | 392,661 | 0.0% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $12.6K | 67,974 | 0.0% |
| Zebra Technologies Corp(ZBRA) | CL A | 989207105 | $12.6K | 115,772 | 0.0% |
| Rockwell Automation Inc(ROK) | COM | 773903109 | $12.6K | 70,517 | 0.0% |
| Oceaneering Intl Inc(OII) | COM | 675232102 | $12.5K | 474,845 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $12.3K | 11,801 | 0.0% |
| Cognex Corp(CGNX) | COM | 192422103 | $12.1K | 109,432 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $12.0K | 181,223 | 0.0% |
| Symantec Corp | COM | 871503108 | $12.0K | 364,947 | 0.0% |
| Irobot Corp(IRBTQ) | COM | 462726100 | $11.8K | 153,502 | 0.0% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $11.4K | 677,828 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $11.1K | 77,048 | 0.0% |
| Gigamon Inc | COM | 37518B102 | $11.0K | 262,002 | 0.0% |
| Rapid7 Inc(RPD) | COM | 753422104 | $10.8K | 612,582 | 0.0% |
| Check Point Software Tech LT(CHKP) | ORD | M22465104 | $10.8K | 94,515 | 0.0% |
| Faro Technologies Inc(FARO) | COM | 311642102 | $10.7K | 278,442 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $10.4K | 118,735 | 0.0% |
| Juniper Networks Inc(JNP) | COM | 48203R104 | $10.3K | 369,790 | 0.0% |
| Science Applicatns Intl CP N(SAIC) | COM | 808625107 | $9.9K | 148,512 | 0.0% |
| Radware LTD(RDWR) | ORD | M81873107 | $9.9K | 587,785 | 0.0% |
| Imperva Inc | COM | 45321L100 | $9.4K | 215,460 | 0.0% |
| Cyberark Software LTD | SHS | M2682V108 | $8.5K | 206,401 | 0.0% |
| Keyw Hldg Corp | COM | 493723100 | $7.7K | 1,016,955 | 0.0% |
| Northrop Grumman Corp(NOC) | COM | 666807102 | $7.5K | 25,958 | 0.0% |
| Brooks Automation Inc(AZTA) | COM | 114340102 | $7.4K | 242,969 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $7.3K | 58,486 | 0.0% |
| Ambarella Inc(AMBA) | SHS | G037AX101 | $7.3K | 149,298 | 0.0% |
| John Bean Technologies Corp(JBTM) | COM | 477839104 | $7.3K | 72,358 | 0.0% |
| Nordson Corp(NDSN) | COM | 655663102 | $7.3K | 61,236 | 0.0% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $7.2K | 101,447 | 0.0% |
| National Instrs Corp | COM | 636518102 | $7.2K | 170,359 | 0.0% |
| Technipfmc PLC(FTI) | COM | G87110105 | $7.2K | 256,168 | 0.0% |
| PTC Inc(PTC) | COM | 69370C100 | $7.1K | 126,842 | 0.0% |
| Teledyne Technologies Inc(TDY) | COM | 879360105 | $7.1K | 44,670 | 0.0% |
| Lincoln Elec Hldgs Inc(LECO) | COM | 533900106 | $7.0K | 76,699 | 0.0% |
| Teradyne Inc(TER) | COM | 880770102 | $7.0K | 188,009 | 0.0% |
| Helix Energy Solutions GRP I(HLX) | COM | 42330P107 | $7.0K | 941,837 | 0.0% |
| Vasco Data SEC Intl Inc | COM | 92230Y104 | $7.0K | 576,985 | 0.0% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $6.9K | 77,347 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $6.9K | 132,820 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $6.9K | 38,486 | 0.0% |
| Trimble Inc(TRMB) | COM | 896239100 | $6.9K | 174,783 | 0.0% |
| Qiagen NV(QGEN) | SHS NEW | N72482123 | $6.8K | 216,553 | 0.0% |
| 3-D SYS Corp del(DDD) | COM NEW | 88554D205 | $6.8K | 505,610 | 0.0% |
| Flir SYS Inc(FLIR) | COM | 302445101 | $6.8K | 173,993 | 0.0% |