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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 | $193.3M | 3.3%Prev: 2.8% | 1,635,207 SH | Increased-203,571 SH |
| ALARM COM HLDGS INC COM | CS | $167.5M | 2.8%Prev: 3.8% | 3,585,614 SH | Decreased+93,790 SH |
| ALIGN TECHNOLOGY INC | CS | $132.1M | 2.2%Prev: 3.1% | 783,178 SH | Decreased-61,809 SH |
| APPLE INC COM | CS | $287K | 0.0%Prev: 0.0% | 992 SH | Decreased-1,320 SH |
| ARISTA NETWORKS INC COM SHS | CS | $303.8M | 5.1%Prev: 4.0% | 1,788,304 SH | Increased-243,259 SH |
| AUTODESK INC COM | CS | $60.1M | 1.0%Prev: 2.0% | 309,345 SH | Decreased-31,515 SH |
| AXOGEN INC COM | CS | $5.9M | 0.1%Prev: 0.0% | 127,859 SH | Increased-37,798 SH |
| CCC INTELLIGENT SOLUTIONS HOLD | CS | $180K | 0.0% | 34,887 SH | New |
| CELSIUS HLDGS INC COM NEW | CS | $42.9M | 0.7%Prev: 0.6% | 1,466,503 SH | Increased+749,800 SH |
| CEVA INC COM | CS | $31.3M | 0.5%Prev: 0.3% | 662,802 SH | Increased+42,985 SH |
| COGNEX CORP COM | CS | $299.8M | 5.1%Prev: 2.9% | 4,139,715 SH | Increased-629,001 SH |
| CORE LABORATORIES INC | CS | $35.4M | 0.6%Prev: 1.2% | 3,042,177 SH | Decreased-2,398,707 SH |
| DEVON ENERGY CORP NEW COM | CS | $174.3M | 3.0% | 4,219,415 SH | New |
| DOLBY LABORATORIES INC COM CL | CS | $65.6M | 1.1%Prev: 2.2% | 1,247,791 SH | Decreased-291,033 SH |
| DOUBLEVERIFY HLDGS INC COM | CS | $105.0M | 1.8%Prev: 0.6% | 9,689,140 SH | Increased+7,657,345 SH |
| DYNATRACE INC NEW | CS | $39.9M | 0.7% | 908,550 SH | New |
| EVERPURE INC CL A | CS | $366.1M | 6.2% | 4,646,725 SH | New |
| EXPAND ENERGY CORPORATION COM | CS | $214.0M | 3.6%Prev: 5.9% | 2,346,927 SH | Decreased-275,822 SH |
| FLOOR & DECOR HLDGS INC CL A | CS | $65.5M | 1.1%Prev: 1.7% | 1,103,591 SH | Decreased-62,688 SH |
| GARMIN LTD SHS | CS | $315.2M | 5.3%Prev: 5.7% | 1,326,832 SH | Increased-92,533 SH |
| GARTNER INC COM | CS | $44.7M | 0.8% | 344,687 SH | New |
| GENERAC HLDGS INC COM | CS | $163.6M | 2.8%Prev: 1.8% | 558,568 SH | Increased-81,951 SH |
| GENTEX CORP COM | CS | $115.3M | 2.0%Prev: 2.1% | 4,561,485 SH | Increased-361,156 SH |
| GITLAB, INC | CS | $101.0M | 1.7% | 3,308,421 SH | New |
| GLOBANT SA | CS | $2.9M | 0.0% | 100,347 SH | New |
| GRACO INC COM | CS | $24.3M | 0.4%Prev: 0.7% | 321,466 SH | Decreased-77,882 SH |
| INMODE LTD SHS | CS | $4.7M | 0.1%Prev: 0.1% | 318,545 SH | Increased+14,476 SH |
| INTERDIGITAL INC COM | CS | $144.4M | 2.4%Prev: 4.1% | 510,096 SH | Decreased-450,536 SH |
| INTUIT COM | CS | $22.5M | 0.4%Prev: 1.6% | 86,019 SH | Decreased-19,112 SH |
| INTUITIVE SURGICAL INC | CS | $42.2M | 0.7%Prev: 1.2% | 106,000 SH | Decreased-8,204 SH |
| IPG PHOTONICS CORP COM | CS | $62.3M | 1.1%Prev: 0.8% | 530,833 SH | Increased-49,118 SH |
| KORNIT DIGITAL LTD SHS | CS | $49.3M | 0.8%Prev: 0.8% | 3,031,101 SH | Increased+1,048,615 SH |
| LGI HOMES INC COM | CS | $51.9M | 0.9%Prev: 0.8% | 815,069 SH | Increased-45,388 SH |
| MATERIALISE NV SPONSORED ADS | CS | $14.8M | 0.3%Prev: 0.2% | 1,992,441 SH | Increased+101,521 SH |
| MICROCHIP TECHNOLOGY INC. COM | CS | $43.6M | 0.7%Prev: 3.5% | 478,469 SH | Decreased-2,132,683 SH |
| MIMEDX GROUP INC COM | CS | $2.3M | 0.0%Prev: 0.0% | 587,932 SH | Increased+226,683 SH |
| MONDAY.COM LTD | CS | $91.5M | 1.5% | 1,263,335 SH | New |
| PAYCHEX INC COM | CS | $14.9M | 0.3%Prev: 0.4% | 151,732 SH | Decreased-6,350 SH |
| PLEXUS CORP COM | CS | $433.2M | 7.3%Prev: 4.3% | 1,440,935 SH | Increased-205,576 SH |
| POWER INTEGRATIONS INC COM | CS | $158.5M | 2.7%Prev: 2.2% | 1,891,864 SH | Increased-168,962 SH |
| POWERFLEET INC | CS | $24.0M | 0.4%Prev: 0.7% | 6,258,600 SH | Decreased-1,790,458 SH |
| PROGYNY INC COM | CS | $34.1M | 0.6%Prev: 0.3% | 1,181,632 SH | Increased+541,795 SH |
| PROTO LABS INC COM | CS | $194.0M | 3.3%Prev: 2.1% | 2,380,514 SH | Increased-341,497 SH |
| SEMTECH CORP COM | CS | $154.6M | 2.6%Prev: 2.5% | 955,033 SH | Increased-1,939,503 SH |
| SHARKNINJA INC COM SHS | CS | $109.0M | 1.8%Prev: 0.9% | 715,721 SH | Increased+250,543 SH |
| SIMPSON MFG INC COM | CS | $50.4M | 0.9%Prev: 0.8% | 240,664 SH | Increased-24,940 SH |
| SNAP ON INC COM | CS | $122.8M | 2.1%Prev: 2.3% | 305,180 SH | Increased-84,006 SH |
| SPS COMM INC COM | CS | $121.4M | 2.1%Prev: 1.1% | 2,123,881 SH | Increased+1,698,755 SH |
| STITCH FIX INC COM CL A | CS | $77.7M | 1.3%Prev: 1.3% | 18,910,052 SH | Increased+345,050 SH |
| SUPER MICRO COMPUTER INC COM N | CS | $78.1M | 1.3%Prev: 9.1% | 2,663,417 SH | Decreased-7,067,356 SH |
| TAKE-TWO INTERACTIVE SOFTWARE | CS | $73.0M | 1.2%Prev: 1.5% | 292,065 SH | Decreased-28,745 SH |
| TREX CO INC COM | CS | $29.6M | 0.5%Prev: 1.1% | 592,096 SH | Decreased-495,935 SH |
| VEEVA SYS INC CL A COM | CS | $25.0M | 0.4% | 140,964 SH | New |
| VIASAT INC COM | CS | $425.9M | 7.2%Prev: 1.6% | 4,741,812 SH | Increased-1,103,288 SH |
| WEAVE COMMUNICATIONS INC COM | CS | $18.0M | 0.3% | 2,998,909 SH | New |
| YETI HLDGS INC COM | CS | $14.6M | 0.2% | 294,902 SH | New |
| ZETA GLOBAL HOLDINGS CORP CL A | CS | $133.1M | 2.3% | 6,761,165 SH | New |
| ZIPRECRUITER INC CL A | CS | $15.3M | 0.3%Prev: 0.4% | 4,091,619 SH | Decreased-416,712 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 |