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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CAMTEK LTD | $94.0M | 620098 | 13.35% |
| 2 | GLOBAL E ONLINE LTD | $43.2M | 1398886 | 6.13% |
| 3 | CELLEBRITE DI LTD | $37.2M | 2702379 | 5.29% |
| 4 | GLAUKOS CORP | $24.8M | 230028 | 3.52% |
| 5 | MERCADOLIBRE INC | $24.5M | 14156 | 3.48% |
| 6 | SHOPIFY INC | $23.9M | 201723 | 3.40% |
| 7 | DATADOG INC | $20.8M | 176510 | 2.96% |
| 8 | COGNEX CORP | $20.3M | 414638 | 2.89% |
| 9 | VEEVA SYS INC | $20.2M | 114935 | 2.87% |
| 10 | REPLIGEN CORP | $20.0M | 169996 | 2.85% |
| 11 | GUIDEWIRE SOFTWARE INC | $19.6M | 130955 | 2.78% |
| 12 | VERICEL CORP | $19.1M | 592494 | 2.71% |
| 13 | TYLER TECHNOLOGIES INC | $18.1M | 52926 | 2.57% |
| 14 | MANHATTAN ASSOCIATES INC | $17.8M | 134011 | 2.53% |
| 15 | ICON PLC | $17.5M | 158018 | 2.48% |
| 16 | XOMETRY INC | $17.2M | 421097 | 2.44% |
| 17 | APPFOLIO INC | $17.1M | 108134 | 2.42% |
| 18 | BIO-TECHNE CORP | $16.2M | 309561 | 2.30% |
| 19 | ALARM COM HLDGS INC | $15.5M | 359177 | 2.20% |
| 20 | CLEARWATER ANALYTICS HLDGS I | $13.1M | 555511 | 1.87% |
| 21 | PAYCOM SOFTWARE INC | $12.7M | 104486 | 1.80% |
| 22 | Q2 HLDGS INC | $12.0M | 252699 | 1.70% |
| 23 | UFP TECHNOLOGIES INC | $11.4M | 58807 | 1.62% |
| 24 | FLUTTER ENTMT PLC | $11.3M | 111273 | 1.61% |
| 25 | BADGER METER INC | $11.0M | 72119 | 1.56% |
| 26 | AGILYSYS INC | $10.9M | 153392 | 1.55% |
| 27 | TRANSMEDICS GROUP INC | $9.7M | 97954 | 1.38% |
| 28 | ATLASSIAN CORPORATION | $8.9M | 130838 | 1.27% |
| 29 | WORKIVA INC | $8.9M | 148997 | 1.26% |
| 30 | AXOGEN INC | $8.6M | 259549 | 1.22% |
| 31 | NCINO INC | $7.9M | 529786 | 1.13% |
| 32 | CYTEK BIOSCIENCES INC | $6.5M | 1480506 | 0.92% |
| 33 | CRYOPORT INC | $6.5M | 780564 | 0.92% |
| 34 | DOUBLEVERIFY HLDGS INC | $5.6M | 584579 | 0.79% |
| 35 | MAMAS CREATIONS INC | $5.5M | 361268 | 0.79% |
| 36 | ENERGY RECOVERY INC | $5.4M | 538063 | 0.77% |
| 37 | VERTEX INC | $5.2M | 434579 | 0.73% |
| 38 | ORTHOPEDIATRICS CORP | $4.9M | 310548 | 0.70% |
| 39 | RED VIOLET INC | $4.7M | 135602 | 0.67% |
| 40 | CHECK POINT SOFTWARE TECH LT | $4.6M | 32253 | 0.65% |
| 41 | INSPIRE MED SYS INC | $4.4M | 84368 | 0.62% |
| 42 | LOAR HOLDINGS INC | $4.3M | 74228 | 0.60% |
| 43 | SPS COMM INC | $4.0M | 72362 | 0.57% |
| 44 | CORCEPT THERAPEUTICS INC | $3.8M | 93693 | 0.54% |
| 45 | DUOLINGO INC | $3.5M | 35299 | 0.49% |
| 46 | VERACYTE INC | $3.5M | 107819 | 0.49% |
| 47 | PDF SOLUTIONS INC | $3.4M | 104322 | 0.48% |
| 48 | INTAPP INC | $2.9M | 113419 | 0.41% |
| 49 | KRYSTAL BIOTECH INC | $2.4M | 9247 | 0.34% |
| 50 | XPEL INC | $2.3M | 51616 | 0.32% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.