Atlassian Corporaton |
TEAM |
2.4% |
DocuSign, Inc. |
DOCU |
2.3% |
Vertex, Inc. |
VERX |
2.3% |
InterDigital, Inc. |
IDCC |
2.2% |
Semtech Corp. |
SMTC |
2.1% |
ROBLOX Corp. |
RBLX |
2.1% |
Cellebrite DI Ltd. |
CLBT |
2.1% |
Daktronics, Inc. |
DAKT |
2.1% |
Aehr Test Systems |
AEHR |
2.0% |
Pure Storage, Inc. |
PSTG |
2.0% |
Fortinet, Inc. |
FTNT |
2.0% |
ServiceNow, Inc. |
NOW |
1.9% |
Crowdstrike Holdings, Inc. |
CRWD |
1.9% |
Hackett Group, Inc. |
HCKT |
1.9% |
Jabil, Inc. |
JBL |
1.9% |
BlackLine, Inc. |
BL |
1.8% |
Ziff Davis, Inc. |
ZD |
1.8% |
Yelp, Inc. |
YELP |
1.8% |
Sanmina Corp. |
SANM |
1.8% |
Apple, Inc. |
AAPL |
1.8% |
NVIDIA Corp. |
NVDA |
1.8% |
Autodesk, Inc. |
ADSK |
1.7% |
Qualys, Inc. |
QLYS |
1.7% |
Vontier Corp. |
VNT |
1.7% |
Palo Alto Networks, Inc. |
PANW |
1.7% |
Hewlett Packard Enterprise Co. |
HPE |
1.7% |
Zscaler, Inc. |
ZS |
1.7% |
Motorola Solutions, Inc. |
MSI |
1.7% |
Meta Platforms, Inc. |
META |
1.7% |
Teradata Corp. |
TDC |
1.6% |
IBM Corp. |
IBM |
1.6% |
CommVault Systems, Inc. |
CVLT |
1.6% |
ASE Technology Holding Co., Ltd. |
ASX |
1.6% |
Oracle Corp. |
ORCL |
1.6% |
Microsoft Corp. |
MSFT |
1.6% |
TD SYNNEX Corp. |
SNX |
1.6% |
Immersion Corp. |
IMMR |
1.6% |
DXC Technology Co. |
DXC |
1.5% |
Avnet, Inc. |
AVT |
1.5% |
NetApp, Inc. |
NTAP |
1.5% |
Gartner, Inc. |
IT |
1.5% |
Arlo Technologies, Inc. |
ARLO |
1.5% |
Logitech International SA |
LOGI |
1.5% |
Vishay Precision Group, Inc. |
VPG |
1.5% |
Bentley Systems, Inc. |
BSY |
1.5% |
QUALCOMM, Inc. |
QCOM |
1.5% |
Vishay Intertechnology, Inc. |
VSH |
1.4% |
Lam Research Corp. |
LRCX |
1.4% |
Adobe Inc. |
ADBE |
1.4% |
Shutterstock, Inc. |
SSTK |
1.4% |
Arrow Electronics, Inc. |
ARW |
1.4% |
STMicroelectronics NV |
STM |
1.3% |
ASML Holding NV |
ASML |
1.3% |
Clear Secure, Inc. |
YOU |
1.3% |
KLA Corp. |
KLAC |
1.3% |
Applied Materials, Inc. |
AMAT |
1.3% |
CDW Corp. |
CDW |
1.2% |
ePlus, Inc. |
PLUS |
1.2% |
United Microelectronics Corp. |
UMC |
1.2% |
Viasat, Inc. |
VSAT |
1.1% |
Total as % of Net Assets |
|
99.85% |