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CIK 0001512022 • 3 13F filings • Feb 13, 2026 – Jul 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADTRAN Holdings Inc | COM | $1.7M | 0.3% | 200,000 SH | |
| Advanced Micro Devices Inc | COM | $3.2M | 0.6% | 30,920 SH | |
| Akamai Technologies Inc | COM | $1.2M | 0.2% | 15,200 SH | |
| Alkami Technology Inc | COM | $3.9M | 0.7% | 150,000 SH | |
| Alphabet Inc | COM | $7.8M | 1.5% | 50,200 SH | |
| Amazon.com Inc | COM | $8.8M | 1.7% | 46,400 SH | |
| Apple Inc | COM | $5.6M | 1.0% | 25,000 SH | |
| Arista Networks Inc | COM | $1.8M | 0.3% | 22,700 SH | |
| Arlo Technologies Inc | COM | $12.6M | 2.4% | 1,277,000 SH | |
| Arrow Electronics Inc | COM | $1.6M | 0.3% | 15,200 SH | |
| Arteris Inc | COM | $2.1M | 0.4% | 300,000 SH | |
| AvePoint Inc | COM | $10.1M | 1.9% | 700,000 SH | |
| Aviat Networks Inc | COM | $3.0M | 0.6% | 155,000 SH | |
| AvidXchange Holdings Inc | COM | $4.2M | 0.8% | 500,000 SH | |
| Aware Inc/MA | COM | $679K | 0.1% | 430,000 SH | |
| Bandwidth Inc | COM | $2.7M | 0.5% | 210,000 SH | |
| Bel Fuse Inc | COM | $2.8M | 0.5% | 37,500 SH | |
| BigCommerce Holdings Inc | COM | $3.6M | 0.7% | 625,000 SH | |
| Cadence Design Systems Inc | COM | $636K | 0.1% | 2,500 SH | |
| Celestica Inc | COM | $33.3M | 6.3% | 423,200 SH | |
| Ceva Inc | COM | $8.3M | 1.6% | 325,000 SH | |
| Check Point Software Technologies Ltd | COM | $2.1M | 0.4% | 9,200 SH | |
| CI&T Inc | COM | $2.1M | 0.4% | 355,000 SH | |
| Climb Global Solutions Inc | COM | $4.4M | 0.8% | 40,000 SH | |
| Cogent Communications Holdings Inc | COM | $12.3M | 2.3% | 200,600 SH | |
| Couchbase Inc | COM | $3.1M | 0.6% | 200,000 SH | |
| CyberArk Software Ltd | COM | $14.3M | 2.7% | 42,300 SH | |
| Descartes Systems Group Inc/The | COM | $18.6M | 3.5% | 185,000 SH | |
| Digi International Inc | COM | $2.2M | 0.4% | 80,000 SH | |
| Digital Turbine Inc | COM | $1.6M | 0.3% | 600,000 SH | |
| Dynatrace Inc | COM | $2.4M | 0.4% | 50,000 SH | |
| Electrovaya Inc | COM | $2.7M | 0.5% | 1,180,000 SH | |
| Everspin Technologies Inc | COM | $3.1M | 0.6% | 600,000 SH | |
| Fabrinet | COM | $33.5M | 6.3% | 169,500 SH | |
| FARO Technologies Inc | COM | $2.2M | 0.4% | 80,000 SH | |
| First Advantage Corp | COM | $4.2M | 0.8% | 300,000 SH | |
| Five9 Inc | COM | $5.7M | 1.1% | 210,600 SH | |
| FormFactor Inc | COM | $3.3M | 0.6% | 118,300 SH | |
| Forrester Research Inc | COM | $1.4M | 0.3% | 150,000 SH | |
| Franklin Covey Co | COM | $4.8M | 0.9% | 175,000 SH | |
| Freightos Ltd | COM | $1.2M | 0.2% | 500,000 SH | |
| Freshworks Inc | COM | $1.3M | 0.2% | 90,000 SH | |
| Genasys Inc | COM | $1.7M | 0.3% | 750,000 SH | |
| Harmonic Inc | COM | $7.5M | 1.4% | 785,000 SH | |
| HealthStream Inc | COM | $6.1M | 1.1% | 190,000 SH | |
| Himax Technologies Inc | ADR | $1.7M | 0.3% | 230,000 SH | |
| Intel Corp | COM | $431K | 0.1% | 19,000 SH | |
| Intellicheck Inc | COM | $3.0M | 0.6% | 1,000,000 SH | |
| Inuvo Inc | COM | $2.1M | 0.4% | 5,775,000 SH | |
| Issuer Direct Corp | COM | $795K | 0.1% | 90,000 SH | |
| JFrog Ltd | COM | $8.0M | 1.5% | 250,000 SH | |
| Kopin Corp | COM | $1.4M | 0.3% | 1,535,000 SH | |
| Kulicke & Soffa Industries Inc | COM | $9.8M | 1.8% | 296,100 SH | |
| Kyndryl Holdings Inc | COM | $2.1M | 0.4% | 67,000 SH | |
| Lantronix Inc | COM | $2.2M | 0.4% | 900,000 SH | |
| Leonardo DRS Inc | COM | $10.5M | 2.0% | 320,000 SH | |
| Logility Supply Chain Solutions Inc | COM | $11.7M | 2.2% | 823,655 SH | |
| M-Tron Industries Inc | COM | $1.5M | 0.3% | 35,000 SH | |
| Mesa Laboratories Inc | COM | $1.5M | 0.3% | 12,500 SH | |
| Micron Technology Inc | COM | $3.1M | 0.6% | 36,000 SH | |
| Microsoft Corp | COM | $10.0M | 1.9% | 26,745 SH | |
| N-Able Inc | COM | $2.9M | 0.5% | 413,000 SH | |
| nLight Inc | COM | $2.0M | 0.4% | 260,000 SH | |
| Onespan Inc | COM | $3.0M | 0.6% | 200,000 SH | |
| Ooma Inc | COM | $3.4M | 0.6% | 260,000 SH | |
| Ouster Inc | COM | $1.8M | 0.3% | 200,000 SH | |
| PDF Solutions Inc | COM | $3.8M | 0.7% | 200,000 SH | |
| Pegasystems Inc | COM | $24.4M | 4.6% | 351,800 SH | |
| Power Integrations Inc | COM | $1.9M | 0.4% | 38,000 SH | |
| Qualys Inc | COM | $8.2M | 1.5% | 65,000 SH | |
| QuickLogic Corp | COM | $3.7M | 0.7% | 730,379 SH | |
| RADCOM Ltd | COM | $3.1M | 0.6% | 275,000 SH | |
| RADWARE Ltd | COM | $15.6M | 2.9% | 725,000 SH | |
| Red Violet Inc | COM | $7.5M | 1.4% | 200,000 SH | |
| Ribbon Communications Inc | COM | $3.6M | 0.7% | 912,869 SH | |
| Rimini Street Inc | COM | $3.0M | 0.6% | 850,000 SH | |
| Silicom Ltd | COM | $1.8M | 0.3% | 125,000 SH | |
| Silicon Motion Technology Corp | ADR | $19.5M | 3.6% | 384,906 SH | |
| SimilarWeb Ltd | COM | $2.5M | 0.5% | 300,000 SH | |
| Spire Global Inc | COM | $1.9M | 0.3% | 230,000 SH | |
| SPS Commerce Inc | COM | $6.3M | 1.2% | 47,500 SH | |
| Super Micro Computer Inc | COM | $25.8M | 4.8% | 754,500 SH | |
| Teradyne Inc | COM | $1.7M | 0.3% | 20,600 SH | |
| Texas Instruments Inc | COM | $737K | 0.1% | 4,100 SH | |
| Tower Semiconductor Ltd | COM | $7.0M | 1.3% | 198,000 SH | |
| TTEC Holdings Inc | COM | $461K | 0.1% | 140,000 SH | |
| UiPath Inc | COM | $1.7M | 0.3% | 161,280 SH | |
| Valens Semiconductor Ltd | COM | $1.9M | 0.4% | 950,000 SH | |
| Varonis Systems Inc | COM | $17.9M | 3.4% | 443,500 SH | |
| Veeco Instruments Inc | COM | $4.0M | 0.8% | 200,000 SH | |
| Vertex Inc | COM | $3.8M | 0.7% | 110,000 SH | |
| Vicor Corp | COM | $10.8M | 2.0% | 230,000 SH | |
| Vishay Precision Group Inc | COM | $3.6M | 0.7% | 150,000 SH | |
| Zoom Communications Inc | COM | $1.9M | 0.4% | 25,910 SH |
| Q3 2025 |
| 13F-HR |
| 0001512022-25-000011 |
| $750.7M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0001512022-26-000006 | $737.3M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001512022-25-000006 | $674.3M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001512022-26-000005 | $717.6M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001512022-25-000005 | $533.0M | View |