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CIK 0001050442 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AKAMAI TECHNOLOGIES COM | CS | $154.9M | 3.0%Prev: 2.4% | 1,774,883 SH | Increased+30,716 SH |
| ALARM COM HLDGS INC COM | CS | $174.4M | 3.3%Prev: 3.2% | 3,417,517 SH | Decreased+85,422 SH |
| ALIGN TECHNOLOGY INC | CS | $128.2M | 2.5%Prev: 1.8% | 820,935 SH | Increased+16,954 SH |
| APPLE INC COM | CS | $417K | 0.0%Prev: 0.0% | 1,535 SH | Increased |
| ARISTA NETWORKS INC COM SHS | CS | $255.4M | 4.9%Prev: 5.1% | 1,948,824 SH | Decreased+25,558 SH |
| AUTODESK INC COM | CS | $95.3M | 1.8%Prev: 1.8% | 321,967 SH | Decreased+1,190 SH |
| AXOGEN INC COM | CS | $6.6M | 0.1%Prev: 0.1% | 201,876 SH | Increased+34,299 SH |
| BROADCOM INC COM | CS | $309K | 0.0%Prev: 0.0% | 893 SH | Decreased-144 SH |
| CELSIUS HLDGS INC COM NEW | CS | $69.8M | 1.3%Prev: 0.7% | 1,525,147 SH | Increased+836,947 SH |
| CEVA INC COM | CS | $13.1M | 0.3%Prev: 0.3% | 607,748 SH | Decreased+67,678 SH |
| COGNEX CORP COM | CS | $167.5M | 3.2%Prev: 3.8% | 4,655,358 SH | Decreased+50,800 SH |
| CORE LABORATORIES INC | CS | $82.8M | 1.6%Prev: 1.3% | 5,166,914 SH | Increased-802,946 SH |
| COTERRA ENERGY INC COM | CS | $178.4M | 3.4%Prev: 2.9% | 6,777,536 SH | Increased+102,268 SH |
| DOLBY LABORATORIES INC COM CL | CS | $86.2M | 1.7%Prev: 1.8% | 1,342,492 SH | Decreased-31,070 SH |
| DOUBLEVERIFY HLDGS INC COM | CS | $42.8M | 0.8%Prev: 0.6% | 3,738,393 SH | Increased+842,699 SH |
| EGAIN CORP COM NEW | CS | $9.6M | 0.2%Prev: 0.1% | 935,270 SH | Increased+66,445 SH |
| EXPAND ENERGY CORPORATION COM | CS | $281.4M | 5.4%Prev: 4.8% | 2,549,879 SH | Increased+56,203 SH |
| FLOOR & DECOR HLDGS INC CL A | CS | $69.8M | 1.3%Prev: 1.5% | 1,146,738 SH | Decreased+27,221 SH |
| GARMIN LTD SHS | CS | $283.9M | 5.4%Prev: 6.1% | 1,399,515 SH | Decreased+22,679 SH |
| GARTNER INC COM | CS | $90.1M | 1.7%Prev: 0.4% | 357,160 SH | Increased+270,473 SH |
| GENERAC HLDGS INC COM | CS | $85.6M | 1.6%Prev: 1.9% | 627,776 SH | Decreased+9,562 SH |
| GENTEX CORP COM | CS | $111.8M | 2.1%Prev: 2.4% | 4,803,223 SH | Decreased+66,603 SH |
| GEOSPACE TECHNOLOGIES CORP COM | CS | $19.1M | 0.4%Prev: 0.4% | 1,131,568 SH | Decreased-22,021 SH |
| GLOBANT SA | CS | $5.5M | 0.1%Prev: 0.1% | 84,095 SH | Increased+12,647 SH |
| GRACO INC COM | CS | $29.4M | 0.6%Prev: 0.5% | 358,412 SH | Decreased+7,534 SH |
| INMODE LTD SHS | CS | $4.2M | 0.1%Prev: 0.1% | 282,869 SH | Increased+27,249 SH |
| INTERDIGITAL INC COM | CS | $193.9M | 3.7%Prev: 4.9% | 609,153 SH | Decreased-181,788 SH |
| INTUIT COM | CS | $59.5M | 1.1%Prev: 1.1% | 89,795 SH | Decreased-1,216 SH |
| INTUITIVE SURGICAL INC | CS | $62.5M | 1.2%Prev: 0.9% | 110,426 SH | Increased+946 SH |
| IPG PHOTONICS CORP COM | CS | $40.6M | 0.8%Prev: 0.8% | 566,734 SH | Decreased+5,168 SH |
| KORNIT DIGITAL LTD SHS | CS | $43.6M | 0.8%Prev: 0.4% | 3,034,591 SH | Increased+1,196,115 SH |
| LGI HOMES INC COM | CS | $30.6M | 0.6%Prev: 0.7% | 711,214 SH | Decreased-75,808 SH |
| MATERIALISE NV SPONSORED ADS | CS | $6.5M | 0.1%Prev: 0.1% | 1,173,846 SH | Increased+165,609 SH |
| MICROCHIP TECHNOLOGY INC. COM | CS | $113.8M | 2.2%Prev: 2.1% | 1,785,355 SH | Decreased+2,786 SH |
| MICROSOFT CORP COM | CS | $325K | 0.0%Prev: 0.0% | 672 SH | Decreased |
| MILLERKNOLL INC COM | CS | $9.4M | 0.2%Prev: 0.2% | 515,994 SH | Increased+43,950 SH |
| MIMEDX GROUP INC COM | CS | $10.0M | 0.2%Prev: 0.2% | 1,482,894 SH | Increased+99,443 SH |
| MONDAY LTD | CS | $10.8M | 0.2% | 72,949 SH | New |
| PAYCHEX INC COM | CS | $17.2M | 0.3%Prev: 0.3% | 153,351 SH | Decreased+2,208 SH |
| PLEXUS CORP COM | CS | $233.9M | 4.5%Prev: 4.1% | 1,590,840 SH | Increased+37,271 SH |
| POWER INTEGRATIONS INC COM | CS | $71.1M | 1.4%Prev: 1.4% | 2,001,698 SH | Decreased+34,758 SH |
| POWERFLEET INC | CS | $42.1M | 0.8%Prev: 0.7% | 7,918,934 SH | Increased+567,036 SH |
| PROGYNY INC COM | CS | $16.0M | 0.3%Prev: 0.2% | 622,433 SH | Increased+20,624 SH |
| PROTO LABS INC COM | CS | $135.3M | 2.6%Prev: 2.3% | 2,673,729 SH | Increased+81,356 SH |
| PURE STORAGE INC CL A | CS | $328.2M | 6.3%Prev: 7.8% | 4,897,406 SH | Decreased-262,776 SH |
| SEMTECH CORP COM | CS | $206.4M | 4.0%Prev: 3.5% | 2,801,291 SH | Increased+71,909 SH |
| SHARKNINJA INC COM SHS | CS | $51.0M | 1.0%Prev: 0.8% | 455,597 SH | Increased+7,879 SH |
| SIMPSON MFG INC COM | CS | $42.0M | 0.8%Prev: 0.8% | 260,230 SH | Decreased+4,193 SH |
| SNAP ON INC COM | CS | $112.9M | 2.2%Prev: 2.0% | 327,754 SH | Decreased+1,731 SH |
| SOUNDTHINKING INC COM | CS | $1.6M | 0.0%Prev: 0.1% | 195,941 SH | Decreased-217,500 SH |
| SPS COMM INC COM | CS | $75.3M | 1.4%Prev: 1.5% | 844,613 SH | Decreased+52,141 SH |
| STITCH FIX INC COM CL A | CS | $102.3M | 2.0%Prev: 1.4% | 19,477,691 SH | Increased+1,966,891 SH |
| STONERIDGE INC COM | CS | $1.2M | 0.0%Prev: 0.0% | 204,019 SH | Decreased+13,028 SH |
| SUPER MICRO COMPUTER INC COM N | CS | $282.1M | 5.4%Prev: 8.2% | 9,637,492 SH | Decreased+156,048 SH |
| TAKE-TWO INTERACTIVE SOFTWARE | CS | $78.6M | 1.5%Prev: 1.4% | 306,935 SH | Decreased+587 SH |
| TREX CO INC COM | CS | $35.3M | 0.7%Prev: 1.0% | 1,007,236 SH | Decreased-28,371 SH |
| VIASAT INC COM | CS | $204.2M | 3.9%Prev: 3.0% | 5,925,770 SH | Increased+199,855 SH |
| WEAVE COMMUNICATIONS INC COM | CS | $17.5M | 0.3%Prev: 0.2% | 2,311,343 SH | Increased+1,045,890 SH |
| YETI HLDGS INC COM | CS | $5.9M | 0.1%Prev: 0.5% | 132,697 SH | Decreased-640,067 SH |
| ZETA GLOBAL HOLDINGS CORP CL A | CS | $111.9M | 2.1%Prev: 2.2% | 5,500,408 SH | Decreased-614,443 SH |
| ZIPRECRUITER INC CL A | CS | $24.8M | 0.5%Prev: 0.3% | 6,371,139 SH | Increased+2,218,065 SH |
| 13F-HR |
| 0001050442-26-000021 |
| $5.91B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001050442-25-000021 | $5.23B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001050442-26-000011 | $4.89B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001050442-25-000009 | $4.83B | View |