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CIK 0001512022 • 3 13F filings • Feb 13, 2026 – Jul 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Access Newswire Inc | COM | $956K | 0.1% | 90,000 SH | New |
| ADTRAN Holdings Inc | COM | $1.9M | 0.2%Prev: 0.4% | 200,000 SH | Decreased |
| Advanced Micro Devices Inc | COM | $5.0M | 0.7%Prev: 1.5% | 30,920 SH | Decreased+12,100 SH |
| Alkami Technology Inc | COM | $9.9M | 1.3%Prev: 1.0% | 400,000 SH | Increased |
| Alphabet Inc | COM | $12.2M | 1.6%Prev: 2.1% | 50,200 SH | Decreased+6,100 SH |
| Amazon.com Inc | COM | $10.2M | 1.4%Prev: 1.6% | 46,400 SH | Decreased-3,000 SH |
| Apple Inc | COM | $5.2M | 0.7%Prev: 1.0% | 20,400 SH | Decreased-4,100 SH |
| Arista Networks Inc | COM | $3.3M | 0.4%Prev: 0.4% | 22,700 SH | Increased+4,000 SH |
| Arlo Technologies Inc | COM | $21.6M | 2.9%Prev: 2.1% | 1,277,000 SH | Increased+142,675 SH |
| Arrow Electronics Inc | COM | $1.8M | 0.2%Prev: 0.4% | 15,200 SH | Decreased |
| Arteris Inc | COM | $4.0M | 0.5%Prev: 2.0% | 400,000 SH | Decreased+103,200 SH |
| AvePoint Inc | COM | $10.5M | 1.4%Prev: 0.9% | 700,000 SH | Increased+124,750 SH |
| Aviat Networks Inc | COM | $3.6M | 0.5%Prev: 0.2% | 155,000 SH | Increased+102,000 SH |
| AvidXchange Holdings Inc | COM | $5.0M | 0.7% | 500,000 SH | New |
| Aware Inc/MA | COM | $1.0M | 0.1%Prev: 0.0% | 430,000 SH | Increased+195,942 SH |
| Bandwidth Inc | COM | $3.5M | 0.5%Prev: 1.1% | 210,000 SH | Decreased+86,000 SH |
| Bel Fuse Inc | COM | $5.1M | 0.7%Prev: 1.0% | 37,500 SH | Decreased+14,550 SH |
| Celestica Inc | COM | $82.5M | 11.0%Prev: 4.1% | 335,000 SH | Increased+252,450 SH |
| Ceva Inc | COM | $11.9M | 1.6%Prev: 2.4% | 450,000 SH | Decreased+80,637 SH |
| Check Point Software Technologies Ltd | COM | $1.9M | 0.3%Prev: 0.2% | 9,200 SH | Increased |
| CI&T Inc | COM | $2.3M | 0.3%Prev: 0.4% | 450,000 SH | Decreased-550,000 SH |
| Climb Global Solutions Inc | COM | $6.7M | 0.9%Prev: 0.7% | 50,000 SH | Increased-171,836 SH |
| Cogent Communications Holdings Inc | COM | $9.3M | 1.2%Prev: 0.5% | 242,600 SH | Increased |
| Commerce.com Inc | COM | $3.5M | 0.5%Prev: 0.4% | 700,000 SH | Increased-360,000 SH |
| CTS Corp | COM | $4.0M | 0.5%Prev: 0.6% | 100,000 SH | Decreased+27,500 SH |
| Descartes Systems Group Inc/The | COM | $17.4M | 2.3%Prev: 1.0% | 185,000 SH | Increased+77,000 SH |
| Digi International Inc | COM | $3.6M | 0.5%Prev: 0.8% | 100,000 SH | Decreased+25,500 SH |
| Digital Turbine Inc | COM | $3.8M | 0.5%Prev: 1.0% | 600,000 SH | Decreased+49,671 SH |
| Dynatrace Inc | COM | $2.4M | 0.3%Prev: 0.3% | 50,000 SH | Increased |
| Electrovaya Inc | COM | $7.5M | 1.0%Prev: 1.0% | 1,265,000 SH | Increased+560,500 SH |
| Everspin Technologies Inc | COM | $7.4M | 1.0%Prev: 0.8% | 800,000 SH | Increased+558,250 SH |
| Fabrinet | COM | $53.2M | 7.1%Prev: 3.2% | 145,600 SH | Increased+104,000 SH |
| First Advantage Corp | COM | $5.6M | 0.7%Prev: 0.8% | 365,000 SH | Decreased+52,500 SH |
| Five9 Inc | COM | $6.8M | 0.9%Prev: 1.0% | 282,000 SH | Decreased-72,500 SH |
| FormFactor Inc | COM | $4.3M | 0.6%Prev: 0.8% | 118,300 SH | Decreased+80,650 SH |
| Forrester Research Inc | COM | $1.6M | 0.2% | 150,000 SH | New |
| Franklin Covey Co | COM | $3.4M | 0.5%Prev: 0.6% | 175,000 SH | Decreased |
| Freightos Ltd | COM | $1.6M | 0.2%Prev: 0.1% | 500,000 SH | Increased |
| Freshworks Inc | COM | $2.2M | 0.3%Prev: 0.3% | 190,000 SH | Increased |
| Genasys Inc | COM | $1.8M | 0.2% | 750,000 SH | New |
| Harmonic Inc | COM | $8.0M | 1.1%Prev: 0.6% | 785,000 SH | Increased+518,000 SH |
| HealthStream Inc | COM | $5.4M | 0.7%Prev: 0.6% | 190,000 SH | Increased+40,000 SH |
| Himax Technologies Inc | ADR | $3.5M | 0.5%Prev: 0.5% | 400,000 SH | Decreased+148,000 SH |
| Intel Corp | COM | $637K | 0.1%Prev: 0.4% | 19,000 SH | Decreased |
| Intellicheck Inc | COM | $5.2M | 0.7%Prev: 0.2% | 1,000,000 SH | Increased+700,000 SH |
| Inuvo Inc | COM | $2.0M | 0.3% | 573,773 SH | New |
| JFrog Ltd | COM | $11.8M | 1.6%Prev: 1.9% | 250,000 SH | Decreased+96,450 SH |
| Kopin Corp | COM | $4.9M | 0.6%Prev: 0.8% | 2,000,000 SH | Decreased+752,500 SH |
| Kulicke & Soffa Industries Inc | COM | $12.0M | 1.6%Prev: 3.2% | 296,100 SH | Decreased+119,500 SH |
| Kyndryl Holdings Inc | COM | $2.0M | 0.3%Prev: 0.1% | 67,000 SH | Increased-13,000 SH |
| Lantronix Inc | COM | $1.8M | 0.2% | 400,000 SH | New |
| Leonardo DRS Inc | COM | $12.9M | 1.7%Prev: 1.3% | 285,000 SH | Increased+65,500 SH |
| M-Tron Industries Inc | COM | $3.0M | 0.4%Prev: 0.8% | 55,000 SH | Decreased-3,500 SH |
| Mesa Laboratories Inc | COM | $3.3M | 0.4%Prev: 0.6% | 50,000 SH | Decreased+7,500 SH |
| Micron Technology Inc | COM | $6.0M | 0.8%Prev: 2.8% | 36,000 SH | Decreased+17,900 SH |
| Microsoft Corp | COM | $12.6M | 1.7%Prev: 1.3% | 24,300 SH | Increased-1,500 SH |
| N-Able Inc | COM | $3.2M | 0.4% | 413,000 SH | New |
| nLight Inc | COM | $7.4M | 1.0%Prev: 1.1% | 250,000 SH | Decreased+128,500 SH |
| Novanta Inc | COM | $2.5M | 0.3%Prev: 0.6% | 25,000 SH | Decreased-3,780 SH |
| Onespan Inc | COM | $3.2M | 0.4% | 200,000 SH | New |
| Ooma Inc | COM | $3.1M | 0.4%Prev: 0.4% | 260,000 SH | Increased+110,000 SH |
| Ouster Inc | COM | $5.1M | 0.7%Prev: 1.0% | 190,000 SH | Decreased+75,500 SH |
| PDF Solutions Inc | COM | $5.2M | 0.7%Prev: 1.1% | 200,000 SH | Decreased+80,333 SH |
| Pegasystems Inc | COM | $40.4M | 5.4%Prev: 2.3% | 703,600 SH | Increased+149,150 SH |
| Power Integrations Inc | COM | $1.5M | 0.2%Prev: 1.1% | 38,000 SH | Decreased-62,384 SH |
| Qualys Inc | COM | $8.6M | 1.1%Prev: 0.9% | 65,000 SH | Increased+17,500 SH |
| QuickLogic Corp | COM | $4.4M | 0.6%Prev: 0.7% | 730,379 SH | Decreased+468,879 SH |
| RADCOM Ltd | COM | $4.3M | 0.6%Prev: 0.6% | 300,000 SH | Decreased-25,000 SH |
| RADWARE Ltd | COM | $17.9M | 2.4%Prev: 1.9% | 675,000 SH | Increased+218,183 SH |
| Red Violet Inc | COM | $10.5M | 1.4%Prev: 2.2% | 200,000 SH | Decreased-54,250 SH |
| Ribbon Communications Inc | COM | $3.5M | 0.5% | 912,869 SH | New |
| Rimini Street Inc | COM | $4.0M | 0.5%Prev: 0.2% | 850,000 SH | Increased+500,000 SH |
| Silicom Ltd | COM | $2.2M | 0.3%Prev: 0.6% | 125,000 SH | Decreased+29,200 SH |
| Silicon Laboratories Inc | COM | $3.6M | 0.5%Prev: 0.4% | 27,500 SH | Increased+15,000 SH |
| Silicon Motion Technology Corp | ADR | $36.4M | 4.8%Prev: 6.7% | 384,906 SH | Decreased+237,206 SH |
| SimilarWeb Ltd | COM | $5.6M | 0.7%Prev: 0.5% | 600,000 SH | Increased-45,465 SH |
| Simulations Plus Inc | COM | $3.0M | 0.4%Prev: 0.5% | 200,000 SH | Decreased |
| Spire Global Inc | COM | $4.2M | 0.6%Prev: 0.6% | 386,249 SH | Decreased+133,249 SH |
| SPS Commerce Inc | COM | $5.7M | 0.8%Prev: 0.5% | 55,000 SH | Increased-15,000 SH |
| Super Micro Computer Inc | COM | $34.5M | 4.6%Prev: 1.7% | 719,500 SH | Increased+297,900 SH |
| Tecogen Inc/Waltham MA | COM | $3.9M | 0.5%Prev: 0.3% | 446,078 SH | Increased+26,078 SH |
| Teradyne Inc | COM | $2.8M | 0.4%Prev: 1.0% | 20,600 SH | Decreased+5,600 SH |
| Texas Instruments Inc | COM | $753K | 0.1%Prev: 0.2% | 4,100 SH | Decreased |
| Tower Semiconductor Ltd | COM | $14.3M | 1.9%Prev: 3.5% | 198,000 SH | Decreased+99,000 SH |
| UiPath Inc | COM | $2.2M | 0.3%Prev: 0.4% | 161,280 SH | Decreased-135,000 SH |
| Valens Semiconductor Ltd | COM | $1.7M | 0.2%Prev: 0.3% | 950,000 SH | Decreased |
| Varonis Systems Inc | COM | $25.5M | 3.4%Prev: 2.2% | 443,500 SH | Increased+62,666 SH |
| Veeco Instruments Inc | COM | $6.1M | 0.8%Prev: 0.7% | 200,000 SH | Increased+130,500 SH |
| Vertex Inc | COM | $5.0M | 0.7%Prev: 0.5% | 200,000 SH | Increased-100,000 SH |
| Vicor Corp | COM | $12.4M | 1.7%Prev: 4.0% | 250,000 SH | Decreased+172,900 SH |
| Vishay Precision Group Inc | COM | $4.8M | 0.6%Prev: 1.7% | 150,000 SH | Decreased+66,250 SH |
| Workiva Inc | COM | $4.3M | 0.6% | 50,000 SH | New |
| Zoom Communications Inc | COM | $2.1M | 0.3%Prev: 0.3% | 25,910 SH | Decreased |
| 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 |