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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 | $132.1M | 2.4%Prev: 3.3% | 1,744,167 SH | Decreased+108,960 SH |
| ALARM COM HLDGS INC COM | CS | $176.9M | 3.2%Prev: 2.8% | 3,332,095 SH | Increased-253,519 SH |
| ALIGN TECHNOLOGY INC | CS | $100.7M | 1.8%Prev: 2.2% | 803,981 SH | Decreased+20,803 SH |
| APPLE INC COM | CS | $391K | 0.0%Prev: 0.0% | 1,535 SH | Increased+543 SH |
| ARISTA NETWORKS INC COM SHS | CS | $280.2M | 5.1%Prev: 5.1% | 1,923,266 SH | Decreased+134,962 SH |
| AUTODESK INC COM | CS | $101.9M | 1.8%Prev: 1.0% | 320,777 SH | Increased+11,432 SH |
| AXOGEN INC COM | CS | $3.0M | 0.1%Prev: 0.1% | 167,577 SH | Decreased+39,718 SH |
| BROADCOM INC COM | CS | $342K | 0.0% | 1,037 SH | New |
| CANTALOUPE INC COM | CS | $4.9M | 0.1% | 467,877 SH | New |
| CELSIUS HLDGS INC COM NEW | CS | $39.6M | 0.7%Prev: 0.7% | 688,200 SH | Decreased-778,303 SH |
| CEVA INC COM | CS | $14.3M | 0.3%Prev: 0.5% | 540,070 SH | Decreased-122,732 SH |
| COGNEX CORP COM | CS | $208.6M | 3.8%Prev: 5.1% | 4,604,558 SH | Decreased+464,843 SH |
| CORE LABORATORIES INC | CS | $73.8M | 1.3%Prev: 0.6% | 5,969,860 SH | Increased+2,927,683 SH |
| COTERRA ENERGY INC COM | CS | $157.9M | 2.9% | 6,675,268 SH | New |
| DOLBY LABORATORIES INC COM CL | CS | $99.4M | 1.8%Prev: 1.1% | 1,373,562 SH | Increased+125,771 SH |
| DOUBLEVERIFY HLDGS INC COM | CS | $34.7M | 0.6%Prev: 1.8% | 2,895,694 SH | Decreased-6,793,446 SH |
| EGAIN CORP COM NEW | CS | $7.6M | 0.1% | 868,825 SH | New |
| EXPAND ENERGY CORPORATION COM | CS | $264.9M | 4.8%Prev: 3.6% | 2,493,676 SH | Increased+146,749 SH |
| FLOOR & DECOR HLDGS INC CL A | CS | $82.5M | 1.5%Prev: 1.1% | 1,119,517 SH | Increased+15,926 SH |
| FOX FACTORY HLDG CORP COM | CS | $3.1M | 0.1% | 127,462 SH | New |
| GARMIN LTD SHS | CS | $339.0M | 6.1%Prev: 5.3% | 1,376,836 SH | Increased+50,004 SH |
| GARTNER INC COM | CS | $22.8M | 0.4%Prev: 0.8% | 86,687 SH | Decreased-258,000 SH |
| GENERAC HLDGS INC COM | CS | $103.5M | 1.9%Prev: 2.8% | 618,214 SH | Decreased+59,646 SH |
| GENTEX CORP COM | CS | $134.0M | 2.4%Prev: 2.0% | 4,736,620 SH | Increased+175,135 SH |
| GEOSPACE TECHNOLOGIES CORP COM | CS | $21.9M | 0.4% | 1,153,589 SH | New |
| GLOBANT SA | CS | $4.1M | 0.1%Prev: 0.0% | 71,448 SH | Increased-28,899 SH |
| GRACO INC COM | CS | $29.8M | 0.5%Prev: 0.4% | 350,878 SH | Increased+29,412 SH |
| INMODE LTD SHS | CS | $3.8M | 0.1%Prev: 0.1% | 255,620 SH | Decreased-62,925 SH |
| INTERDIGITAL INC COM | CS | $273.1M | 4.9%Prev: 2.4% | 790,941 SH | Increased+280,845 SH |
| INTUIT COM | CS | $62.2M | 1.1%Prev: 0.4% | 91,011 SH | Increased+4,992 SH |
| INTUITIVE SURGICAL INC | CS | $49.0M | 0.9%Prev: 0.7% | 109,480 SH | Increased+3,480 SH |
| IPG PHOTONICS CORP COM | CS | $44.5M | 0.8%Prev: 1.1% | 561,566 SH | Decreased+30,733 SH |
| KORNIT DIGITAL LTD SHS | CS | $24.8M | 0.4%Prev: 0.8% | 1,838,476 SH | Decreased-1,192,625 SH |
| LGI HOMES INC COM | CS | $40.7M | 0.7%Prev: 0.9% | 787,022 SH | Decreased-28,047 SH |
| MATERIALISE NV SPONSORED ADS | CS | $5.6M | 0.1%Prev: 0.3% | 1,008,237 SH | Decreased-984,204 SH |
| MICROCHIP TECHNOLOGY INC. COM | CS | $114.5M | 2.1%Prev: 0.7% | 1,782,569 SH | Increased+1,304,100 SH |
| MICROSOFT CORP COM | CS | $348K | 0.0% | 672 SH | New |
| MILLERKNOLL INC COM | CS | $8.4M | 0.2% | 472,044 SH | New |
| MIMEDX GROUP INC COM | CS | $9.7M | 0.2%Prev: 0.0% | 1,383,451 SH | Increased+795,519 SH |
| PAYCHEX INC COM | CS | $19.2M | 0.3%Prev: 0.3% | 151,143 SH | Increased-589 SH |
| PLEXUS CORP COM | CS | $224.8M | 4.1%Prev: 7.3% | 1,553,569 SH | Decreased+112,634 SH |
| POWER INTEGRATIONS INC COM | CS | $79.1M | 1.4%Prev: 2.7% | 1,966,940 SH | Decreased+75,076 SH |
| POWERFLEET INC | CS | $38.5M | 0.7%Prev: 0.4% | 7,351,898 SH | Increased+1,093,298 SH |
| PROGYNY INC COM | CS | $13.0M | 0.2%Prev: 0.6% | 601,809 SH | Decreased-579,823 SH |
| PROS HOLDINGS INC COM | CS | $11.5M | 0.2% | 501,748 SH | New |
| PROTO LABS INC COM | CS | $129.7M | 2.3%Prev: 3.3% | 2,592,373 SH | Decreased+211,859 SH |
| PURE STORAGE INC CL A | CS | $432.5M | 7.8% | 5,160,182 SH | New |
| SEMTECH CORP COM | CS | $195.0M | 3.5%Prev: 2.6% | 2,729,382 SH | Increased+1,774,349 SH |
| SHARKNINJA INC COM SHS | CS | $46.2M | 0.8%Prev: 1.8% | 447,718 SH | Decreased-268,003 SH |
| SIMPSON MFG INC COM | CS | $42.9M | 0.8%Prev: 0.9% | 256,037 SH | Decreased+15,373 SH |
| SNAP ON INC COM | CS | $113.0M | 2.0%Prev: 2.1% | 326,023 SH | Decreased+20,843 SH |
| SOUNDTHINKING INC COM | CS | $5.0M | 0.1% | 413,441 SH | New |
| SPS COMM INC COM | CS | $82.5M | 1.5%Prev: 2.1% | 792,472 SH | Decreased-1,331,409 SH |
| STITCH FIX INC COM CL A | CS | $76.2M | 1.4%Prev: 1.3% | 17,510,800 SH | Decreased-1,399,252 SH |
| STONERIDGE INC COM | CS | $1.5M | 0.0% | 190,991 SH | New |
| SUPER MICRO COMPUTER INC COM N | CS | $454.5M | 8.2%Prev: 1.3% | 9,481,444 SH | Increased+6,818,027 SH |
| TAKE-TWO INTERACTIVE SOFTWARE | CS | $79.1M | 1.4%Prev: 1.2% | 306,348 SH | Increased+14,283 SH |
| TREX CO INC COM | CS | $53.5M | 1.0%Prev: 0.5% | 1,035,607 SH | Increased+443,511 SH |
| VERINT SYS INC COM | CS | $2.9M | 0.1% | 143,143 SH | New |
| VIASAT INC COM | CS | $167.8M | 3.0%Prev: 7.2% | 5,725,915 SH | Decreased+984,103 SH |
| WEAVE COMMUNICATIONS INC COM | CS | $8.5M | 0.2%Prev: 0.3% | 1,265,453 SH | Decreased-1,733,456 SH |
| YETI HLDGS INC COM | CS | $25.6M | 0.5%Prev: 0.2% | 772,764 SH | Increased+477,862 SH |
| ZETA GLOBAL HOLDINGS CORP CL A | CS | $121.5M | 2.2%Prev: 2.3% | 6,114,851 SH | Decreased-646,314 SH |
| ZIPRECRUITER INC CL A | CS | $17.5M | 0.3%Prev: 0.3% | 4,153,074 SH | Increased+61,455 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 |