Cross-manager

Summary

Quarter-aligned featured master book: the same report period across the set, then the prior quarter.

133 of 137 filed constant set 131 2023 Q3 → 2023 Q4 equal-weight holdings as of 31 Dec 2023 as of today

2023 Q4

133 of 137 filed

sectors · equal-weight · 133 of 137 filed · constant set 131

Pie is 100% of mapped names. The hole is mapped share of full AUM. Unmapped names stay blank, never Other. mapped + unmapped ≤ 100 — options sit in the denominator. pie is that mapped slice, not the book.

Waterfall reads left to right: start, each sector’s Δ, then the end. Green is up, red is down. Equal-weight is mix-shift of the mapped pie; dollar-sum is mapped dollars. axis zoomed to the move.

Grid is each manager’s latest 13F (mixed dates). Long equity only. Dollars across the constant set.

86.6% of full AUM is mapped unmapped 9.5% all names

2023 Q3 → 2023 Q4 up down

2 new in 2023 Q4 — excluded from Δ: Mala Gaonkar - Surgocap Partners · Estuary Capital Management.

sector	2023 Q3	2023 Q4	Δ
Communication Services	9.9%	9.4%	−0.55%
Consumer Discretionary	16.5%	16.6%	+0.15%
Consumer Staples	2.8%	2.7%	−0.14%
Energy	4.9%	4.3%	−0.54%
Financials	19.0%	18.8%	−0.22%
Health Care	10.9%	11.4%	+0.57%
Industrials	10.5%	10.2%	−0.28%
Information Technology	20.1%	20.4%	+0.36%
Materials	2.0%	2.0%	−0.00%
Real Estate	2.4%	3.1%	+0.63%
Utilities	1.0%	1.0%	+0.02%

Information Technology · 243 shown · 133 of 137 filed · equal-weight

Share-count breadth; splits look like Adds. Direction is Δ equal-weight. Dollars across the constant set.

ticker	issuer	owners	eq	usd	Δ	new	add	reduce	exit
MSFT	Microsoft Corp.	60 load holders	2.8%	3.6%	+0.06%	2	13	40	2
AAPL	Apple Inc.	24 load holders	1.3%	13.6%	+0.03%	1	7	12	3
CRM	Salesforce Inc.	19 load holders	0.70%	0.54%	+0.04%	1	3	11	2
NVDA	Nvidia Corporation	18 load holders	0.57%	0.35%	−0.13%	1	2	14	3
TSM	Taiwan Semiconductor Mfg Ltd	26 load holders	0.48%	0.59%	+0.08%	3	8	12	0
INTU	Intuit	16 load holders	0.47%	0.31%	−0.01%	1	2	10	2
AMD	Advanced Micro Devices Inc.	13 load holders	0.42%	0.24%	+0.08%	3	5	5	0
FICO	Fair Isaac Corp.	5 load holders	0.37%	0.16%	+0.02%	0	1	4	1
WIX	Wix Com Ltd	7 load holders	0.36%	0.05%	+0.04%	0	1	6	0
FISV	Fiserv, Inc.	16 load holders	0.35%	0.60%	−0.05%	0	6	10	1
SNX	Td Synnex Corporation	4 load holders	0.34%	0.04%	+0.02%	0	3	1	0
SNOW	Snowflake Inc.	5 load holders	0.33%	0.28%	−0.03%	0	1	2	1
MU	Micron Technology Inc.	10 load holders	0.32%	0.18%	+0.05%	1	1	6	2
AMAT	Applied Materials, Inc.	11 load holders	0.31%	0.15%	−0.00%	1	2	7	1
FIS	Fidelity National Information Services, Inc.	14 load holders	0.31%	0.25%	+0.05%	3	6	4	1
XYZ	Block Inc.	11 load holders	0.27%	0.16%	+0.09%	3	4	4	3
AVGO	Broadcom Inc.	11 load holders	0.24%	0.13%	+0.03%	3	1	6	3
ADI	Analog Devices Inc.	12 load holders	0.22%	0.20%	+0.02%	1	5	5	0
FLEX	Flex Ltd	7 load holders	0.20%	0.05%	+0.05%	1	2	3	0
LRCX	Lam Research Corp.	9 load holders	0.20%	0.08%	+0.00%	0	2	5	0
WDAY	Workday Inc.	10 load holders	0.20%	0.27%	−0.01%	0	1	9	0
INTC	Intel Corp.	12 load holders	0.20%	0.06%	−0.00%	3	0	9	3
ADBE	Adobe Inc.	14 load holders	0.20%	0.27%	+0.03%	2	3	7	3
CDW	Cdw Corp.	4 load holders	0.18%	0.04%	+0.00%	0	0	3	0
ACN	Accenture PLC Ireland	13 load holders	0.16%	0.22%	−0.01%	1	5	5	0
APP	Applovin Corp.	3 load holders	0.15%	0.02%	−0.00%	0	1	0	0
GDDY	Godaddy Inc.	3 load holders	0.14%	0.06%	−0.05%	0	1	2	0
ORCL	Oracle Corp.	16 load holders	0.14%	0.24%	+0.01%	2	2	10	1
NOW	Servicenow Inc.	9 load holders	0.13%	0.26%	+0.02%	1	1	7	0
TXN	Texas Instrs Inc.	13 load holders	0.12%	0.13%	+0.00%	0	4	5	0
GWRE	Guidewire Software Inc.	5 load holders	0.12%	0.06%	+0.02%	2	1	2	0
ROP	Roper Technologies Inc.	7 load holders	0.12%	0.12%	−0.02%	2	0	4	0
STX	Seagate Technology Hldngs Pl	7 load holders	0.11%	0.12%	−0.03%	2	2	3	1
ANET	Arista Networks Inc.	4 load holders	0.11%	<0.01%	+0.01%	1	1	2	1
SHOP	Shopify Inc.	9 load holders	0.11%	0.09%	+0.02%	2	2	4	0
GPN	Global Pmts Inc.	8 load holders	0.11%	0.08%	+0.02%	2	4	1	0
GTM	Zoominfo Technologies Inc.	5 load holders	0.11%	0.05%	+0.03%	2	2	0	2
MRCY	Mercury Sys Inc.	3 load holders	0.11%	0.02%	−0.01%	0	2	1	1
QCOM	Qualcomm Inc.	9 load holders	0.11%	0.03%	+0.01%	1	2	5	0
TRMB	Trimble Inc.	3 load holders	0.10%	0.02%	+0.10%	1	1	1	0
BB	Blackberry Ltd	3 load holders	0.10%	0.01%	−0.01%	0	0	1	0
CLBT	Cellebrite Di Ltd	3 load holders	0.10%	0.02%	−0.03%	0	0	3	0
CDNS	Cadence Design System Inc.	8 load holders	0.10%	0.03%	−0.02%	2	1	5	0
SSNC	SS&C Technologies Hldgs Inc.	8 load holders	0.09%	0.12%	+0.00%	1	2	4	0
ADSK	Autodesk Inc.	7 load holders	0.09%	0.13%	+0.00%	1	2	4	0
GEN	Gen Digital Inc.	2 load holders	0.09%	0.04%	+0.01%	0	0	1	0
TEL	Te Connectivity, Ltd.	8 load holders	0.09%	0.26%	+0.01%	0	4	3	0
COIN	Coinbase Global Inc.	3 load holders	0.09%	0.11%	+0.03%	1	0	2	1
VRSN	Verisign Inc.	8 load holders	0.09%	0.24%	+0.01%	0	2	5	0
GLBE	Global E Online Ltd	3 load holders	0.09%	0.04%	+0.00%	1	2	0	0
DDOG	Datadog Inc.	7 load holders	0.08%	0.05%	−0.00%	1	1	4	2
IT	Gartner Inc.	7 load holders	0.08%	0.21%	+0.00%	1	0	5	1
KLAC	Kla Corporation	5 load holders	0.08%	0.03%	+0.01%	1	1	3	0
CLVT	Clarivate PLC	4 load holders	0.08%	0.03%	+0.03%	0	3	1	0
DUOL	Duolingo Inc.	2 load holders	0.08%	0.07%	+0.00%	0	0	2	1
HUBS	Hubspot Inc.	3 load holders	0.07%	0.07%	−0.01%	0	2	1	2
CTSH	Cognizant Technology Solutions Corp.	5 load holders	0.07%	0.22%	−0.00%	1	0	4	0
CSCO	Cisco Systems, Inc.	12 load holders	0.07%	0.14%	−0.03%	0	6	5	3
PINS	Pinterest Inc.	6 load holders	0.07%	0.09%	−0.00%	1	1	3	0
CLS	Celestica Inc.	3 load holders	0.07%	0.01%	−0.00%	0	2	1	2
TSEM	Tower Semiconductor Ltd	3 load holders	0.07%	<0.01%	+0.06%	1	1	1	1
MSI	Motorola Solutions Inc.	5 load holders	0.07%	0.02%	−0.01%	0	1	2	0
ASML	Asml Holding N V	7 load holders	0.07%	0.04%	+0.01%	1	1	3	0
PANW	Palo Alto Networks Inc.	5 load holders	0.07%	0.02%	−0.00%	1	2	2	1
SHLS	Shoals Technologies Group In	2 load holders	0.07%	<0.01%	+0.03%	0	1	0	0
MNDY	Monday Com Ltd	3 load holders	0.07%	0.02%	+0.02%	1	1	1	0
ARW	Arrow Electronics Inc. (ARW)	4 load holders	0.06%	0.03%	+0.02%	1	2	0	0
TEAM	Atlassian Corporation	6 load holders	0.06%	0.05%	+0.03%	1	3	1	0
TOST	Toast Inc.	6 load holders	0.06%	0.04%	+0.01%	2	2	1	1
GTLB	Gitlab Inc.	3 load holders	0.06%	0.01%	−0.05%	0	0	3	0
OKTA	Okta Inc.	2 load holders	0.06%	0.02%	+0.01%	0	2	0	2
PTC	Ptc Inc.	5 load holders	0.06%	0.05%	+0.02%	2	0	2	0
FROG	Jfrog Ltd	2 load holders	0.06%	<0.01%	+0.02%	0	2	0	0
NXPI	Nxp Semiconductors N V	5 load holders	0.05%	0.02%	+0.00%	0	3	2	1
MRVL	Marvell Technology Inc.	4 load holders	0.05%	<0.01%	−0.01%	2	2	0	1
SNPS	Synopsys Inc.	5 load holders	0.05%	<0.01%	−0.04%	2	0	3	2
PATH	Uipath Inc.	3 load holders	0.05%	0.08%	+0.00%	0	0	3	0
BILL	Bill Holdings Inc.	5 load holders	0.05%	0.02%	+0.03%	3	1	1	1
KD	Kyndryl Hldgs Inc.	1 load holders	0.05%	<0.01%	+0.01%	0	1	0	0
SMCI	Super Micro Computer Inc.	3 load holders	0.05%	0.01%	+0.03%	2	0	1	1
DXC	Dxc Technology Co.	2 load holders	0.05%	0.02%	+0.00%	1	1	0	1
PCOR	Procore Technologies Inc.	6 load holders	0.05%	0.02%	+0.03%	2	2	0	0
SWKS	Skyworks Solutions Inc.	2 load holders	0.05%	0.04%	+0.01%	1	0	1	0
YMM	Full Truck Alliance Co. Ltd	3 load holders	0.04%	0.02%	−0.02%	0	0	2	0
MCHP	Microchip Technology, Inc.	6 load holders	0.04%	0.11%	+0.00%	2	0	1	0
UPWK	Upwork Inc.	2 load holders	0.04%	<0.01%	−0.01%	0	0	1	0
COHR	Coherent Corp.	6 load holders	0.04%	0.06%	+0.01%	0	5	1	0
CIEN	Ciena Corp.	2 load holders	0.04%	0.01%	+0.01%	0	1	1	0
INDI	Indie Semiconductor Inc.	3 load holders	0.04%	<0.01%	+0.01%	0	1	2	0
ZBRA	Zebra Technologies Corp.	4 load holders	0.04%	0.02%	+0.01%	0	2	1	1
NCNO	Ncino Inc.	4 load holders	0.04%	0.02%	−0.02%	1	2	1	0
ZM	Zoom Video Communications Inc.	1 load holders	0.04%	0.06%	−0.01%	0	1	0	0
APH	Amphenol Corp.	4 load holders	0.03%	0.03%	+0.00%	0	3	1	0
KEYS	Keysight Technologies Inc.	4 load holders	0.03%	<0.01%	+0.00%	0	3	0	1
TWLO	Twilio Inc.	2 load holders	0.03%	0.04%	+0.00%	0	0	2	0
QRVO	Qorvo Inc.	4 load holders	0.03%	0.02%	−0.01%	2	0	2	1
NBIS	Yandex N V	1 load holders	0.03%	<0.01%	−0.00%	0	0	0	0
AVT	Avnet Inc.	3 load holders	0.03%	0.05%	−0.00%	0	2	1	0
FTNT	Fortinet Ord	3 load holders	0.03%	0.03%	−0.02%	1	1	1	3
FTV	Fortive Corp.	3 load holders	0.03%	0.06%	+0.00%	0	1	0	1
DT	Dynatrace Inc.	4 load holders	0.03%	<0.01%	−0.01%	0	2	2	1
FFIV	F5, Inc.	2 load holders	0.03%	0.01%	+0.01%	0	1	0	0
INTC	Intellia Therapeutics Inc.	4 load holders	0.03%	0.03%	+0.00%	1	2	1	0
CNXC	Concentrix Corporation	4 load holders	0.02%	0.01%	−0.00%	1	0	3	0
CCC	Ccc Intelligent Solutions Hl	2 load holders	0.02%	0.01%	−0.01%	0	0	2	0
PAYC	Paycom Software Inc.	4 load holders	0.02%	0.03%	+0.00%	2	0	2	1
U	Unity Software Inc.	1 load holders	0.02%	0.04%	+0.00%	0	1	0	0
JBL	Jabil Inc.	2 load holders	0.02%	0.01%	+0.00%	0	1	1	0
EPAM	Epam Sys Inc.	5 load holders	0.02%	0.03%	−0.01%	0	0	4	0
MPWR	Monolithic Pwr Sys Inc.	5 load holders	0.02%	<0.01%	+0.00%	1	4	0	0
CACI	Caci Intl Inc. Cl A	1 load holders	0.02%	<0.01%	+0.00%	0	0	1	0
MDB	Mongodb Inc.	4 load holders	0.02%	<0.01%	−0.01%	0	1	3	1
NICE	Nice Ltd	3 load holders	0.02%	0.01%	−0.00%	0	1	1	0
CRWD	Crowdstrike Hldgs Inc.	5 load holders	0.02%	0.03%	−0.02%	0	0	3	3
DSGX	Descartes Sys Group Inc.	1 load holders	0.02%	0.02%	+0.00%	0	1	0	0
IBM	International Business Machs	6 load holders	0.02%	<0.01%	+0.00%	3	0	3	0
ZS	Zscaler Inc.	2 load holders	0.02%	0.01%	+0.00%	0	0	2	0
GLW	Owens Corning	3 load holders	0.02%	0.03%	−0.01%	1	1	1	0
CHKP	Check Point Software Technologies Ltd	2 load holders	0.02%	0.02%	+0.01%	0	1	1	0
TDY	Teledyne Technologies Inc.	3 load holders	0.02%	0.02%	−0.00%	1	1	1	0
DOX	Amdocs Ltd	3 load holders	0.01%	0.03%	−0.00%	0	1	1	0
ON	On Semiconductor Corp.	3 load holders	0.01%	<0.01%	−0.01%	0	1	2	0
TER	Teradyne Inc.	4 load holders	0.01%	0.01%	+0.00%	2	2	0	0
GLW	Corning Inc.	5 load holders	0.01%	<0.01%	+0.00%	1	1	2	0
WDC	Western Digital Corp.	3 load holders	0.01%	<0.01%	−0.01%	1	0	0	2
BLND	Blend Labs Inc.	1 load holders	0.01%	<0.01%	+0.00%	0	0	1	1
KLIC	Kulicke & Soffa Inds Inc.	2 load holders	0.01%	<0.01%	−0.00%	0	1	1	0
NOK	Nokia Corp.	2 load holders	0.01%	0.01%	−0.00%	0	2	0	1
SAP	Sap Se	3 load holders	0.01%	0.02%	−0.00%	0	0	3	0
PLTR	Palantir Technologies Inc.	2 load holders	0.01%	0.02%	+0.00%	0	2	0	0
IPGP	Ipg Photonics Corp.	2 load holders	0.01%	0.04%	−0.00%	0	0	2	0
DOCU	Docusign Inc.	2 load holders	0.01%	0.02%	+0.01%	2	0	0	1
DOCS	Doximity Inc.	3 load holders	<0.01%	<0.01%	+0.01%	2	0	1	0
SNAP	Snap Inc.	3 load holders	<0.01%	<0.01%	+0.01%	2	0	0	0
INFY	Infosys Ltd	3 load holders	<0.01%	<0.01%	+0.00%	1	1	1	0
YOU	Clear Secure Inc.	2 load holders	<0.01%	0.01%	−0.00%	0	0	2	0
SAIC	Science Applicatns Intl Cp	1 load holders	<0.01%	<0.01%	+0.00%	0	0	1	0
DELL	Dell Technologies Inc.	3 load holders	<0.01%	<0.01%	−0.01%	1	0	1	1
CARG	Cargurus Inc.	1 load holders	<0.01%	<0.01%	−0.01%	0	0	1	0
ATHM	Autohome Inc.	4 load holders	<0.01%	<0.01%	−0.00%	0	0	3	0
HPQ	Hp, Inc.	4 load holders	<0.01%	0.13%	−0.00%	0	0	4	0
AUR	Aurora Innovation Inc.	3 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
QLYS	Qualys Inc.	5 load holders	<0.01%	<0.01%	+0.00%	0	2	3	0
ARRY	Array Technologies Inc.	2 load holders	<0.01%	<0.01%	−0.00%	1	1	0	0
SMRT	Smartrent Inc.	4 load holders	<0.01%	<0.01%	+0.00%	0	2	1	0
NTAP	Netapp Inc.	2 load holders	<0.01%	<0.01%	+0.00%	1	1	0	0
WK	Workiva Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	2
SABR	Sabre Corp.	2 load holders	<0.01%	<0.01%	−0.00%	0	0	2	0
FIVN	Five9 Inc.	1 load holders	<0.01%	0.02%	−0.00%	0	0	1	1
NTES	Netease, Inc.	3 load holders	<0.01%	0.02%	+0.00%	2	0	1	0
IOT	Samsara Inc.	1 load holders	<0.01%	<0.01%	−0.01%	0	0	1	0
MTSI	Macom Technology Solutions Holdings Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
ITRN	Ituran Location And Control	3 load holders	<0.01%	<0.01%	−0.00%	0	0	3	0
TYL	Tyler Technologies	3 load holders	<0.01%	<0.01%	−0.00%	0	1	2	0
ACIW	Aci Worldwide Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	1	0	1
SIMO	Silicon Motion Technology Co.	2 load holders	<0.01%	<0.01%	−0.00%	0	0	2	0
HPE	Hewlett Packard Enterprise Co.	2 load holders	<0.01%	0.07%	−0.00%	0	1	1	1
EVLV	Evolv Technologies Hldngs In	2 load holders	<0.01%	<0.01%	+0.00%	1	1	0	0
MSTR	Proshares Bitcoin Strategy ETF	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	0
BL	Blackline Inc.	2 load holders	<0.01%	<0.01%	−0.01%	0	0	2	0
KLAC	Klaviyo Inc.	3 load holders	<0.01%	<0.01%	−0.00%	0	1	0	2
NET	Cloudflare Inc.	2 load holders	<0.01%	<0.01%	+0.00%	0	1	1	0
AKAM	Akamai Technologies Inc.	1 load holders	<0.01%	<0.01%	−0.01%	0	1	0	1
AAOI	Applied Optoelectronics Inc.	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	0
AI	C3 Ai Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
VSH	Vishay Intertechnology Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
FA	First Advantage Corp. New	2 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
NTNX	Nutanix Inc.	2 load holders	<0.01%	<0.01%	+0.00%	2	0	0	0
DQ	Daqo New Energy Corp.	1 load holders	<0.01%	<0.01%	−0.01%	0	0	1	1
JOYY	Joyy Inc.	3 load holders	<0.01%	<0.01%	+0.00%	1	1	1	0
SCSC	Scansource Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
SEDG	Solaredge Technologies Inc.	1 load holders	<0.01%	<0.01%	−0.01%	0	0	0	1
MSTR	Microstrategy Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
SAP	Sapiens Intl Corp. N V	3 load holders	<0.01%	<0.01%	−0.00%	0	2	1	0
AEIS	Advanced Energy Inds	2 load holders	<0.01%	<0.01%	−0.00%	0	1	1	1
ARM	Arm Holdings PLC	1 load holders	<0.01%	<0.01%	−0.01%	0	0	0	6
S	Sentinelone Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
PLXS	Plexus Corp.	2 load holders	<0.01%	<0.01%	−0.00%	0	1	1	0
VRNS	Varonis Sys Inc.	2 load holders	<0.01%	<0.01%	+0.00%	1	1	0	0
DDD	3D Systems Corp.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
CRDO	Credo Technology Group Holding	1 load holders	<0.01%	<0.01%	+0.00%	0	0	0	0
GDYN	Grid Dynamics Hldgs Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	0	0	0
VREX	Varex Imaging Corp.	2 load holders	<0.01%	<0.01%	−0.00%	0	1	1	0
SITM	Sitime Corp.	2 load holders	<0.01%	<0.01%	−0.00%	0	2	0	0
DH	Definitive Healthcare Corp.	1 load holders	<0.01%	<0.01%	+0.00%	0	0	1	0
GLOB	Globant S A	2 load holders	<0.01%	<0.01%	−0.00%	0	0	2	0
MTLS	Materialise NV	1 load holders	<0.01%	<0.01%	−0.00%	0	1	0	0
VNET	Vnet Group Inc.	2 load holders	<0.01%	<0.01%	+0.00%	0	0	0	0
AFRM	Affirm Hldgs Inc.	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	0
MBLY	Mobileye Global Inc.	2 load holders	<0.01%	<0.01%	−0.00%	0	0	2	1
MANH	Manhattan Assocs Inc.	2 load holders	<0.01%	<0.01%	−0.00%	0	0	2	0
ALKT	Alkami Technology Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	0	1	0
CERT	Certara Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
KOPN	Kopin Corp.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
ZDGE	Zedge Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	0	1	0
RPD	Rapid7 Inc.	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	0
VISN	Commscope Holding Co. Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	0	1
UCTT	Ultra Clean Hldgs Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
AMKR	Amkor Technology Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	1	0	2
SANM	Sanmina Corporation	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
HSTM	Healthstream Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
LPTH	Lightpath Technologies Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
CW	Curtiss Wright Corp.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
NNDM	Nano Dimension Ltd	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
TTMI	Ttm Technologies Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
ALRM	Alarm Com Hldgs Inc.	1 load holders	<0.01%	<0.01%	−0.01%	0	0	1	1
VECO	Veeco Instrs Inc. Del	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
BHE	Benchmark Electrs Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
BMBL	Bumble Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
VIAV	Viavi Solutions Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
AVNW	Aviat Networks Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
EVER	Everquote Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	0	1	0
FORM	Formfactor Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
DIOD	Diodes Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
DBX	Dropbox Inc.	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	1
BLZE	Backblaze Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
PLTK	Playtika Holding Corp.	1 load holders	<0.01%	<0.01%	−0.00%	0	1	0	0
APPF	Appfolio Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
CVLT	Commvault Sys Inc.	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	0
CMTL	Comtech Telecommunications C	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
CARS	Cars Com Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
ALGM	Allegro Microsystems Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	0	1
NTCT	Netscout Sys Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
ASX	Ase Technology Hldg Co. Ltd	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
NVEC	Nve Corp.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
ASUR	Asure Software Inc.	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	0
TDC	Teradata Corp. Del	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	0
AIRG	Airgain Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
API	Agora Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
RSSS	Research Solutions Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	0	0
APLD	Applied Digital Corp.	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	0
AMPL	Amplitude Inc.	0 load holders	<0.01%	<0.01%	−0.02%	0	0	0	2
AEYE	Audioeye Inc.	0 load holders	<0.01%	<0.01%	−0.00%	0	0	0	1
ACLS	Axcelis Technologies Inc.	0 load holders	<0.01%	<0.01%	−0.01%	0	0	0	2
BSY	Bentley Sys Inc.	0 load holders	<0.01%	<0.01%	−0.00%	0	0	0	1
CRUS	Cirrus Logic Inc.	0 load holders	<0.01%	<0.01%	−0.00%	0	0	0	1
DOCN	Digitalocean Hldgs Inc.	0 load holders	<0.01%	<0.01%	−0.00%	0	0	0	1
EVTC	Evertec Inc.	0 load holders	<0.01%	<0.01%	−0.00%	0	0	0	1
MGNI	Magnite Inc.	0 load holders	<0.01%	<0.01%	−0.00%	0	0	0	1
RMBS	Rambus Inc. Del	0 load holders	<0.01%	<0.01%	−0.02%	0	0	0	2
RNG	Ringcentral Inc.	0 load holders	<0.01%	<0.01%	−0.00%	0	0	0	1
VICR	Vicor	0 load holders	<0.01%	<0.01%	−0.00%	0	0	0	1
GFS	Globalfoundries Inc.	0 load holders	<0.01%	<0.01%	−0.01%	0	0	0	1