Q4 2017 Holdings
Filed 2018-08-01 | 62 holdings | $40.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $16.0M | 245,881 | 39.9% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $13.6M | 356,210 | 34.1% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $9.8M | 233,310 | 24.4% |
| Irobot Corp(IRBTQ) | COM | 462726100 | $20.3K | 264,134 | 0.1% |
| Oceaneering Intl Inc(OII) | COM | 675232102 | $19.8K | 936,108 | 0.0% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $18.4K | 85,922 | 0.0% |
| Rockwell Automation Inc(ROK) | COM | 773903109 | $18.0K | 91,445 | 0.0% |
| Raven Inds Inc(RAVN) | COM | 754212108 | $17.9K | 521,012 | 0.0% |
| Hollysys Automation Technolo | SHS | G45667105 | $17.2K | 774,200 | 0.0% |
| Zebra Technologies Corp(ZBRA) | CL A | 989207105 | $17.0K | 163,435 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $17.0K | 46,458 | 0.0% |
| Cognex Corp(CGNX) | COM | 192422103 | $16.8K | 273,940 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $14.9K | 180,330 | 0.0% |
| Radware LTD(RDWR) | ORD | M81873107 | $13.8K | 710,519 | 0.0% |
| Qualys Inc(QLYS) | COM | 74758T303 | $13.7K | 231,262 | 0.0% |
| Science Applicatns Intl CP N(SAIC) | COM | 808625107 | $13.7K | 179,198 | 0.0% |
| Rapid7 Inc(RPD) | COM | 753422104 | $12.6K | 674,611 | 0.0% |
| Faro Technologies Inc(FARO) | COM | 311642102 | $12.4K | 264,576 | 0.0% |
| Juniper Networks Inc(JNP) | COM | 48203R104 | $12.3K | 430,448 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $12.2K | 137,346 | 0.0% |
| Cyberark Software LTD | SHS | M2682V108 | $12.1K | 292,179 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $12.0K | 83,133 | 0.0% |
| Helix Energy Solutions GRP I(HLX) | COM | 42330P107 | $11.8K | 1,563,543 | 0.0% |
| Nordson Corp(NDSN) | COM | 655663102 | $11.7K | 79,944 | 0.0% |
| Manhattan Assocs Inc(MANH) | COM | 562750109 | $11.2K | 225,794 | 0.0% |
| Imperva Inc | COM | 45321L100 | $11.0K | 276,022 | 0.0% |
| Check Point Software Tech LT(CHKP) | ORD | M22465104 | $10.9K | 105,064 | 0.0% |
| Vasco Data SEC Intl Inc | COM | 92230Y104 | $10.8K | 774,583 | 0.0% |
| Nuance Communications Inc | COM | 67020Y100 | $10.7K | 651,476 | 0.0% |
| Novanta Inc(NOVT) | COM | 67000B104 | $10.6K | 211,949 | 0.0% |
| Teradyne Inc(TER) | COM | 880770102 | $10.5K | 250,876 | 0.0% |
| Deere & Co(DE) | COM | 244199105 | $10.5K | 67,045 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $10.3K | 53,072 | 0.0% |
| Symantec Corp | COM | 871503108 | $10.2K | 365,113 | 0.0% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $10.2K | 116,267 | 0.0% |
| Flir SYS Inc(FLIR) | COM | 302445101 | $10.2K | 219,077 | 0.0% |
| Teledyne Technologies Inc(TDY) | COM | 879360105 | $10.2K | 56,280 | 0.0% |
| John Bean Technologies Corp(JBTM) | COM | 477839104 | $10.2K | 91,888 | 0.0% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $10.1K | 714,332 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $10.1K | 158,202 | 0.0% |
| Ambarella Inc(AMBA) | SHS | G037AX101 | $10.1K | 172,254 | 0.0% |
| Varian MED SYS Inc(VAREUR) | COM | 92220P105 | $10.1K | 90,757 | 0.0% |
| Lincoln Elec Hldgs Inc(LECO) | COM | 533900106 | $10.1K | 110,001 | 0.0% |
| Trimble Inc(TRMB) | COM | 896239100 | $10.0K | 246,615 | 0.0% |
| PTC Inc(PTC) | COM | 69370C100 | $10.0K | 164,717 | 0.0% |
| Qiagen NV(QGEN) | SHS NEW | N72482123 | $10.0K | 323,559 | 0.0% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $10.0K | 148,277 | 0.0% |
| Brooks Automation Inc(AZTA) | COM | 114340102 | $9.9K | 416,517 | 0.0% |
| National Instrs Corp | COM | 636518102 | $9.8K | 236,569 | 0.0% |
| Stratasys LTD(SSYS) | SHS | M85548101 | $9.5K | 477,810 | 0.0% |