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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 | $190.5M | 3.9%Prev: 3.1% | 1,658,792 SH | Increased-191,588 SH |
| ALARM COM HLDGS INC COM | CS | $141.2M | 2.9%Prev: 3.9% | 3,268,986 SH | Decreased-120,357 SH |
| ALIGN TECHNOLOGY INC | CS | $133.0M | 2.7%Prev: 2.8% | 775,826 SH | Decreased-61,407 SH |
| APPLE INC COM | CS | $252K | 0.0%Prev: 0.0% | 992 SH | Decreased-340 SH |
| ARISTA NETWORKS INC COM SHS | CS | $222.4M | 4.6%Prev: 2.6% | 1,810,993 SH | Increased+194,532 SH |
| AUTODESK INC COM | CS | $72.2M | 1.5%Prev: 1.9% | 301,757 SH | Decreased-41,999 SH |
| AXOGEN INC COM | CS | $6.5M | 0.1% | 196,565 SH | New |
| CELSIUS HLDGS INC COM NEW | CS | $51.0M | 1.0%Prev: 0.5% | 1,437,651 SH | Increased+716,387 SH |
| CEVA INC COM | CS | $8.4M | 0.2%Prev: 0.2% | 450,484 SH | Decreased+9,765 SH |
| COGNEX CORP COM | CS | $211.7M | 4.3%Prev: 2.9% | 4,322,075 SH | Increased-405,714 SH |
| CORE LABORATORIES INC | CS | $82.9M | 1.7%Prev: 1.7% | 4,937,115 SH | Increased-554,607 SH |
| COTERRA ENERGY INC COM | CS | $224.7M | 4.6%Prev: 4.2% | 6,395,098 SH | Increased-550,230 SH |
| DOLBY LABORATORIES INC COM CL | CS | $76.1M | 1.6%Prev: 2.6% | 1,267,783 SH | Decreased-279,178 SH |
| DOUBLEVERIFY HLDGS INC COM | CS | $37.1M | 0.8%Prev: 0.6% | 3,908,101 SH | Increased+1,858,745 SH |
| DYNATRACE INC NEW | CS | $24.4M | 0.5% | 658,723 SH | New |
| EGAIN CORP COM NEW | CS | $7.2M | 0.1%Prev: 0.1% | 912,349 SH | Increased-51,145 SH |
| EVERPURE INC CL A | CS | $275.5M | 5.6% | 4,666,777 SH | New |
| EXPAND ENERGY CORPORATION COM | CS | $260.5M | 5.3%Prev: 6.2% | 2,373,302 SH | Decreased-306,327 SH |
| FLOOR & DECOR HLDGS INC CL A | CS | $55.5M | 1.1%Prev: 2.0% | 1,091,841 SH | Decreased-89,415 SH |
| GARMIN LTD SHS | CS | $308.9M | 6.3%Prev: 6.4% | 1,331,441 SH | Increased-82,711 SH |
| GARTNER INC COM | CS | $53.7M | 1.1% | 338,893 SH | New |
| GENERAC HLDGS INC COM | CS | $113.5M | 2.3%Prev: 1.7% | 580,928 SH | Increased-62,739 SH |
| GENTEX CORP COM | CS | $98.8M | 2.0%Prev: 2.4% | 4,519,708 SH | Decreased-406,819 SH |
| GEOSPACE TECHNOLOGIES CORP COM | CS | $13.4M | 0.3%Prev: 0.2% | 1,101,426 SH | Increased-166,904 SH |
| GITLAB, INC | CS | $19.7M | 0.4% | 909,547 SH | New |
| GLOBANT SA | CS | $3.8M | 0.1% | 81,927 SH | New |
| GRACO INC COM | CS | $27.7M | 0.6%Prev: 0.7% | 327,401 SH | Decreased-76,625 SH |
| INMODE LTD SHS | CS | $3.6M | 0.1%Prev: 0.1% | 266,477 SH | Decreased-30,160 SH |
| INTERDIGITAL INC COM | CS | $168.1M | 3.4%Prev: 4.6% | 556,788 SH | Decreased-527,565 SH |
| INTUIT COM | CS | $37.7M | 0.8%Prev: 2.3% | 87,126 SH | Decreased-91,870 SH |
| INTUITIVE SURGICAL INC | CS | $49.3M | 1.0%Prev: 1.4% | 106,961 SH | Decreased-27,696 SH |
| IPG PHOTONICS CORP COM | CS | $60.6M | 1.2%Prev: 0.8% | 528,737 SH | Increased-52,657 SH |
| KORNIT DIGITAL LTD SHS | CS | $44.0M | 0.9%Prev: 0.8% | 2,998,670 SH | Increased+1,014,111 SH |
| LGI HOMES INC COM | CS | $28.5M | 0.6%Prev: 1.3% | 721,601 SH | Decreased-212,406 SH |
| MATERIALISE NV SPONSORED ADS | CS | $5.6M | 0.1%Prev: 0.2% | 1,135,387 SH | Decreased-739,960 SH |
| MICROCHIP TECHNOLOGY INC. COM | CS | $80.5M | 1.6%Prev: 2.7% | 1,245,822 SH | Decreased-1,401,731 SH |
| MILLERKNOLL INC COM | CS | $7.2M | 0.1%Prev: 0.2% | 498,550 SH | Decreased-73,272 SH |
| MIMEDX GROUP INC COM | CS | $2.5M | 0.1%Prev: 0.1% | 639,066 SH | Decreased+299,202 SH |
| MONDAY.COM LTD | CS | $27.9M | 0.6% | 403,888 SH | New |
| PAYCHEX INC COM | CS | $13.2M | 0.3%Prev: 0.5% | 143,000 SH | Decreased-18,799 SH |
| PLEXUS CORP COM | CS | $302.7M | 6.2%Prev: 4.4% | 1,494,619 SH | Increased-156,692 SH |
| POWER INTEGRATIONS INC COM | CS | $100.3M | 2.1%Prev: 2.2% | 1,959,172 SH | Decreased-117,404 SH |
| POWERFLEET INC | CS | $22.5M | 0.5%Prev: 0.9% | 7,316,172 SH | Decreased-784,765 SH |
| PROGYNY INC COM | CS | $9.8M | 0.2%Prev: 0.3% | 574,566 SH | Decreased-78,504 SH |
| PROTO LABS INC COM | CS | $142.4M | 2.9%Prev: 1.9% | 2,497,355 SH | Increased-173,363 SH |
| SEMTECH CORP COM | CS | $169.7M | 3.5%Prev: 2.0% | 2,206,748 SH | Increased-571,867 SH |
| SHARKNINJA INC COM SHS | CS | $45.3M | 0.9% | 427,429 SH | New |
| SIMPSON MFG INC COM | CS | $41.5M | 0.8%Prev: 0.9% | 241,565 SH | Decreased-25,370 SH |
| SNAP ON INC COM | CS | $111.8M | 2.3%Prev: 2.8% | 307,848 SH | Decreased-86,467 SH |
| SOUNDTHINKING INC COM | CS | $1.3M | 0.0%Prev: 0.2% | 196,468 SH | Decreased-253,774 SH |
| SPS COMM INC COM | CS | $45.1M | 0.9%Prev: 0.4% | 810,938 SH | Increased+663,311 SH |
| STITCH FIX INC COM CL A | CS | $62.0M | 1.3%Prev: 1.3% | 18,738,180 SH | Increased+40,947 SH |
| STONERIDGE INC COM | CS | $952K | 0.0%Prev: 0.0% | 197,087 SH | Decreased-30,842 SH |
| SUPER MICRO COMPUTER INC COM N | CS | $113.6M | 2.3%Prev: 5.9% | 4,987,159 SH | Decreased-3,362,568 SH |
| TAKE-TWO INTERACTIVE SOFTWARE | CS | $57.3M | 1.2%Prev: 1.4% | 290,226 SH | Decreased-32,568 SH |
| TREX CO INC COM | CS | $24.7M | 0.5%Prev: 1.3% | 678,357 SH | Decreased-416,006 SH |
| VIASAT INC COM | CS | $259.3M | 5.3%Prev: 1.1% | 5,660,688 SH | Increased+611,937 SH |
| WEAVE COMMUNICATIONS INC COM | CS | $10.5M | 0.2% | 2,276,381 SH | New |
| YETI HLDGS INC COM | CS | $10.8M | 0.2% | 293,840 SH | New |
| ZETA GLOBAL HOLDINGS CORP CL A | CS | $98.0M | 2.0% | 6,153,472 SH | New |
| ZIPRECRUITER INC CL A | CS | $7.8M | 0.2%Prev: 0.2% | 4,216,601 SH | Decreased+2,594,995 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 |