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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 | $149.0M | 3.1% | 1,850,380 SH | |
| ALARM COM HLDGS INC COM | CS | $188.6M | 3.9% | 3,389,343 SH | |
| ALIGN TECHNOLOGY INC | CS | $133.0M | 2.8% | 837,233 SH | |
| APPLE INC COM | CS | $296K | 0.0% | 1,332 SH | |
| ARISTA NETWORKS INC COM SHS | CS | $125.2M | 2.6% | 1,616,461 SH | |
| AUTODESK INC COM | CS | $90.0M | 1.9% | 343,756 SH | |
| CANTALOUPE INC COM | CS | $15.6M | 0.3% | 1,981,603 SH | |
| CELSIUS HLDGS INC COM NEW | CS | $25.7M | 0.5% | 721,264 SH | |
| CEVA INC COM | CS | $11.3M | 0.2% | 440,719 SH | |
| COGNEX CORP COM | CS | $141.0M | 2.9% | 4,727,789 SH | |
| CORE LABORATORIES INC | CS | $82.3M | 1.7% | 5,491,722 SH | |
| COTERRA ENERGY INC COM | CS | $200.7M | 4.2% | 6,945,328 SH | |
| DOLBY LABORATORIES INC COM CL | CS | $124.2M | 2.6% | 1,546,961 SH | |
| DOUBLEVERIFY HLDGS INC COM | CS | $27.4M | 0.6% | 2,049,356 SH | |
| EGAIN CORP COM NEW | CS | $4.7M | 0.1% | 963,494 SH | |
| EXPAND ENERGY CORPORATION COM | CS | $298.3M | 6.2% | 2,679,629 SH | |
| FLOOR & DECOR HLDGS INC CL A | CS | $95.1M | 2.0% | 1,181,256 SH | |
| FOX FACTORY HLDG CORP COM | CS | $3.2M | 0.1% | 137,239 SH | |
| GARMIN LTD SHS | CS | $307.1M | 6.4% | 1,414,152 SH | |
| GENERAC HLDGS INC COM | CS | $81.5M | 1.7% | 643,667 SH | |
| GENTEX CORP COM | CS | $114.8M | 2.4% | 4,926,527 SH | |
| GENTHERM INC COM | CS | $31.8M | 0.7% | 1,190,008 SH | |
| GEOSPACE TECHNOLOGIES CORP COM | CS | $9.1M | 0.2% | 1,268,330 SH | |
| GRACO INC COM | CS | $33.7M | 0.7% | 404,026 SH | |
| INMODE LTD SHS | CS | $5.3M | 0.1% | 296,637 SH | |
| INTERDIGITAL INC COM | CS | $224.2M | 4.6% | 1,084,353 SH | |
| INTUIT COM | CS | $109.9M | 2.3% | 178,996 SH | |
| INTUITIVE SURGICAL INC | CS | $66.7M | 1.4% | 134,657 SH | |
| IPG PHOTONICS CORP COM | CS | $36.7M | 0.8% | 581,394 SH | |
| KORNIT DIGITAL LTD SHS | CS | $37.9M | 0.8% | 1,984,559 SH | |
| LANDSTAR SYS INC COM | CS | $46.7M | 1.0% | 310,617 SH | |
| LGI HOMES INC COM | CS | $62.1M | 1.3% | 934,007 SH | |
| MATERIALISE NV SPONSORED ADS | CS | $9.2M | 0.2% | 1,875,347 SH | |
| MICROCHIP TECHNOLOGY INC. COM | CS | $128.2M | 2.7% | 2,647,553 SH | |
| MICROSOFT CORP COM | CS | $255K | 0.0% | 679 SH | |
| MILLERKNOLL INC COM | CS | $10.9M | 0.2% | 571,822 SH | |
| MIMEDX GROUP INC COM | CS | $2.6M | 0.1% | 339,864 SH | |
| MSC INDL DIRECT INC CL A COM | CS | $48.0M | 1.0% | 618,116 SH | |
| MYRIAD GENETICS INC COM | CS | $42.0M | 0.9% | 4,733,692 SH | |
| PAYCHEX INC COM | CS | $25.0M | 0.5% | 161,799 SH | |
| PLEXUS CORP COM | CS | $211.6M | 4.4% | 1,651,311 SH | |
| POWER INTEGRATIONS INC COM | CS | $104.9M | 2.2% | 2,076,576 SH | |
| POWERFLEET INC | CS | $44.5M | 0.9% | 8,100,937 SH | |
| PROGYNY INC COM | CS | $14.6M | 0.3% | 653,070 SH | |
| PROS HOLDINGS INC COM | CS | $20.4M | 0.4% | 1,074,105 SH | |
| PROTO LABS INC COM | CS | $93.6M | 1.9% | 2,670,718 SH | |
| PURE STORAGE INC CL A | CS | $242.8M | 5.0% | 5,485,149 SH | |
| ROYAL CARIBBEAN GROUP | CS | $20.6M | 0.4% | 100,217 SH | |
| SEMTECH CORP COM | CS | $95.6M | 2.0% | 2,778,615 SH | |
| SIMPSON MFG INC COM | CS | $41.9M | 0.9% | 266,935 SH | |
| SNAP ON INC COM | CS | $132.9M | 2.8% | 394,315 SH | |
| SOUNDTHINKING INC COM | CS | $7.6M | 0.2% | 450,242 SH | |
| SPS COMM INC COM | CS | $19.6M | 0.4% | 147,627 SH | |
| STITCH FIX INC COM CL A | CS | $60.8M | 1.3% | 18,697,233 SH | |
| STONERIDGE INC COM | CS | $1.0M | 0.0% | 227,929 SH | |
| STRATEGIC ED INC COM | CS | $39.9M | 0.8% | 474,788 SH | |
| SUPER MICRO COMPUTER INC COM N | CS | $285.9M | 5.9% | 8,349,727 SH | |
| SURMODICS INC COM | CS | $6.2M | 0.1% | 202,953 SH | |
| TAKE-TWO INTERACTIVE SOFTWARE | CS | $66.9M | 1.4% | 322,794 SH | |
| TREX CO INC COM | CS | $63.6M | 1.3% | 1,094,363 SH | |
| UNDER ARMOUR INC CL A | CS | $38.4M | 0.8% | 6,136,209 SH | |
| VERINT SYS INC COM | CS | $7.1M | 0.1% | 400,386 SH | |
| VIASAT INC COM | CS | $52.6M | 1.1% | 5,048,751 SH | |
| ZIPRECRUITER INC CL A | CS | $9.6M | 0.2% | 1,621,606 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 |