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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VARONIS SYS INC | $16.0M | 382088 | 10.13% |
| 2 | NICE LTD | $13.3M | 146272 | 8.40% |
| 3 | TRUPANION INC | $13.0M | 522999 | 8.19% |
| 4 | MAGNITE INC | $12.8M | 674451 | 8.09% |
| 5 | CERTARA INC | $12.2M | 1858539 | 7.69% |
| 6 | SOUNDTHINKING INC | $10.1M | 1114648 | 6.38% |
| 7 | POWERFLEET INC | $9.3M | 2424288 | 5.87% |
| 8 | ACI WORLDWIDE INC | $9.1M | 180470 | 5.74% |
| 9 | TENNANT CO | $8.7M | 99878 | 5.53% |
| 10 | STRATASYS LTD | $8.1M | 947970 | 5.13% |
| 11 | COGNEX CORP | $6.6M | 91319 | 4.18% |
| 12 | TECHNIPFMC PLC | $6.6M | 99053 | 4.15% |
| 13 | ENERGY RECOVERY INC | $5.8M | 639545 | 3.65% |
| 14 | TYLER TECHNOLOGIES INC | $5.7M | 19605 | 3.62% |
| 15 | HEXCEL CORP NEW | $4.7M | 46856 | 2.96% |
| 16 | BORGWARNER INC | $4.6M | 69428 | 2.91% |
| 17 | SIMULATIONS PLUS INC | $3.4M | 184614 | 2.14% |
| 18 | CRYOPORT INC | $3.3M | 208169 | 2.07% |
| 19 | SPDR SERIES TRUST | $2.9M | 31824 | 1.84% |
| 20 | TREX INC | $1.4M | 28962 | 0.92% |
| 21 | COHERENT CORP | $663K | 1680 | 0.42% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.