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 132 2023 Q4 → 2024 Q1 equal-weight holdings as of 31 Mar 2024 as of today

2024 Q1

133 of 137 filed

sectors · equal-weight · 133 of 137 filed · constant set 132

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.

87.2% of full AUM is mapped unmapped 8.9% all names

2023 Q4 → 2024 Q1 up down

1 not in 2024 Q1 — excluded from Δ: Altarock Partners.

sector	2023 Q4	2024 Q1	Δ
Communication Services	9.2%	9.7%	+0.54%
Consumer Discretionary	16.5%	16.6%	+0.08%
Consumer Staples	2.9%	2.9%	−0.03%
Energy	4.3%	4.5%	+0.20%
Financials	18.7%	18.7%	−0.00%
Health Care	11.6%	11.6%	+0.01%
Industrials	10.0%	9.7%	−0.29%
Information Technology	20.7%	20.3%	−0.37%
Materials	2.0%	1.9%	−0.11%
Real Estate	3.0%	2.8%	−0.28%
Utilities	1.0%	1.3%	+0.26%

Information Technology · 248 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.	61 load holders	2.7%	3.7%	−0.11%	3	12	38	2
AAPL	Apple Inc.	27 load holders	1.2%	10.5%	−0.12%	4	7	11	1
NVDA	Nvidia Corporation	22 load holders	0.76%	0.40%	+0.15%	3	4	11	0
CRM	Salesforce Inc.	21 load holders	0.66%	0.62%	−0.03%	3	4	12	1
TSM	Taiwan Semiconductor Mfg Ltd	26 load holders	0.57%	0.80%	+0.10%	1	7	14	1
INTU	Intuit	13 load holders	0.44%	0.30%	−0.03%	0	4	6	3
SNX	Td Synnex Corporation	6 load holders	0.37%	0.06%	+0.03%	2	2	1	0
FICO	Fair Isaac Corp.	5 load holders	0.37%	0.15%	−0.00%	0	1	4	0
FISV	Fiserv, Inc.	16 load holders	0.36%	0.68%	+0.01%	0	2	13	0
WIX	Wix Com Ltd	7 load holders	0.35%	0.04%	−0.01%	0	1	6	0
FIS	Fidelity National Information Services, Inc.	11 load holders	0.35%	0.31%	+0.05%	0	6	4	3
AMD	Advanced Micro Devices Inc.	11 load holders	0.30%	0.18%	−0.11%	0	3	8	2
AMAT	Applied Materials, Inc.	7 load holders	0.30%	0.13%	−0.01%	0	0	4	4
APP	Applovin Corp.	6 load holders	0.27%	0.07%	+0.12%	3	0	1	0
XYZ	Block Inc.	10 load holders	0.25%	0.16%	−0.02%	1	6	2	2
AVGO	Broadcom Inc.	14 load holders	0.24%	0.15%	+0.00%	4	4	4	1
ADI	Analog Devices Inc.	14 load holders	0.22%	0.20%	−0.00%	3	6	4	1
ADBE	Adobe Inc.	15 load holders	0.21%	0.21%	+0.02%	3	6	4	2
MU	Micron Technology Inc.	10 load holders	0.20%	0.04%	−0.11%	2	1	3	2
SNOW	Snowflake Inc.	4 load holders	0.20%	0.19%	−0.13%	0	0	3	1
WDAY	Workday Inc.	10 load holders	0.19%	0.27%	−0.01%	1	2	7	1
MRVL	Marvell Technology Inc.	9 load holders	0.18%	0.06%	+0.13%	5	3	1	0
GWRE	Guidewire Software Inc.	7 load holders	0.17%	0.07%	+0.06%	3	1	2	1
GPN	Global Pmts Inc.	9 load holders	0.17%	0.08%	+0.02%	0	4	5	0
LRCX	Lam Research Corp.	8 load holders	0.17%	0.07%	−0.03%	0	2	5	1
CDW	Cdw Corp.	4 load holders	0.16%	0.04%	−0.02%	0	0	4	0
GTM	Zoominfo Technologies Inc.	5 load holders	0.16%	0.06%	+0.05%	1	3	0	1
MNDY	Monday Com Ltd	5 load holders	0.15%	0.02%	+0.08%	2	0	2	0
INTC	Intel Corp.	11 load holders	0.14%	0.04%	−0.06%	2	2	5	3
FLEX	Flex Ltd.	5 load holders	0.13%	0.04%	−0.07%	0	4	0	2
ORCL	Oracle Corp.	15 load holders	0.13%	0.22%	−0.01%	3	2	6	4
QCOM	Qualcomm Inc.	11 load holders	0.13%	0.08%	+0.02%	2	4	4	0
GDDY	Godaddy Inc.	2 load holders	0.12%	0.05%	−0.02%	0	1	1	1
TXN	Texas Instrs Inc.	13 load holders	0.12%	0.14%	−0.00%	1	3	5	1
ACN	Accenture PLC Ireland	12 load holders	0.12%	0.19%	−0.04%	0	1	8	1
TRMB	Trimble Inc.	4 load holders	0.12%	0.03%	+0.01%	1	1	1	0
SNPS	Synopsys Inc.	4 load holders	0.11%	0.02%	+0.01%	0	1	2	2
ROP	Roper Technologies Inc.	4 load holders	0.11%	0.12%	−0.00%	0	0	3	3
CLBT	Cellebrite Di Ltd	3 load holders	0.11%	<0.01%	+0.01%	0	0	3	0
TSEM	Tower Semiconductor Ltd	4 load holders	0.10%	<0.01%	+0.04%	2	1	1	1
PINS	Pinterest Inc.	7 load holders	0.10%	0.09%	+0.03%	1	3	2	0
NOW	Servicenow Inc.	10 load holders	0.10%	0.21%	−0.03%	1	1	7	0
TOST	Toast Inc.	6 load holders	0.10%	0.07%	+0.04%	1	4	1	1
MRCY	Mercury Sys Inc.	3 load holders	0.10%	0.02%	−0.01%	0	2	1	0
GLBE	Global E Online Ltd	3 load holders	0.10%	0.04%	+0.01%	0	2	1	0
STX	Seagate Technology Hldngs Pl	6 load holders	0.09%	0.13%	−0.05%	0	3	2	2
COHR	Coherent Corp.	9 load holders	0.09%	0.09%	+0.05%	4	2	3	1
ARW	Arrow Electronics Inc. (ARW)	4 load holders	0.09%	0.03%	+0.03%	0	3	1	0
COIN	Coinbase Global Inc.	3 load holders	0.09%	0.09%	+0.00%	0	1	2	0
GEN	Gen Digital Inc.	2 load holders	0.09%	0.04%	−0.00%	0	1	0	0
TEL	Te Connectivity, Ltd.	9 load holders	0.09%	0.26%	−0.00%	1	4	3	0
BB	Blackberry Ltd	2 load holders	0.09%	<0.01%	−0.02%	0	0	0	1
SSNC	SS&C Technologies Hldgs Inc.	6 load holders	0.09%	0.12%	−0.01%	0	2	4	2
ADSK	Autodesk Inc.	6 load holders	0.08%	0.13%	−0.01%	0	2	4	1
SMCI	Super Micro Computer Inc.	2 load holders	0.08%	<0.01%	+0.04%	0	1	1	1
SHOP	Shopify Inc.	7 load holders	0.08%	0.07%	−0.03%	0	2	4	2
VRSN	Verisign Inc.	9 load holders	0.08%	0.21%	−0.01%	1	3	3	0
CDNS	Cadence Design System Inc.	5 load holders	0.08%	0.02%	−0.02%	0	0	4	3
ANET	Arista Networks Inc.	5 load holders	0.08%	0.01%	−0.03%	1	2	2	0
SHLS	Shoals Technologies Group In	2 load holders	0.08%	<0.01%	+0.01%	0	1	1	0
KLAC	Kla Corporation	4 load holders	0.08%	0.03%	−0.00%	0	1	3	1
TWLO	Twilio Inc.	3 load holders	0.08%	0.02%	+0.04%	1	1	1	0
IT	Gartner Inc.	8 load holders	0.07%	0.21%	−0.00%	2	0	5	1
FLUT	Flutter Entmt PLC	3 load holders	0.07%	0.04%	+0.07%	3	0	0	0
CLVT	Clarivate PLC	4 load holders	0.07%	0.03%	−0.00%	1	3	0	1
DUOL	Duolingo Inc.	2 load holders	0.07%	0.07%	−0.00%	0	1	1	0
MSI	Motorola Solutions Inc.	5 load holders	0.07%	0.02%	+0.00%	0	1	2	0
CSCO	Cisco Systems, Inc.	12 load holders	0.07%	0.13%	−0.00%	0	2	7	0
PCOR	Procore Technologies Inc.	8 load holders	0.07%	0.04%	+0.02%	2	3	1	0
DDOG	Datadog Inc.	9 load holders	0.07%	0.04%	−0.01%	3	3	2	1
HUBS	Hubspot Inc.	3 load holders	0.07%	0.06%	−0.01%	0	0	3	0
PTC	Ptc Inc.	5 load holders	0.06%	0.05%	−0.04%	0	2	3	1
DT	Dynatrace Inc.	5 load holders	0.06%	0.02%	+0.04%	1	0	4	0
CTSH	Cognizant Technology Solutions Corp.	5 load holders	0.06%	0.20%	−0.01%	0	1	4	0
ALAB	Astera Labs Inc.	9 load holders	0.06%	0.03%	+0.06%	9	0	0	0
ASML	Asml Holding N V	6 load holders	0.06%	0.06%	−0.01%	1	2	1	2
NXPI	Nxp Semiconductors N V	6 load holders	0.05%	0.02%	−0.00%	1	2	3	0
KD	Kyndryl Hldgs Inc.	1 load holders	0.05%	<0.01%	+0.00%	0	1	0	0
NBIS	Yandex N V	1 load holders	0.05%	<0.01%	+0.02%	0	0	0	0
OKTA	Okta Inc.	4 load holders	0.05%	0.02%	−0.01%	2	0	2	0
SWKS	Skyworks Solutions Inc.	3 load holders	0.05%	0.05%	+0.00%	1	2	0	0
FROG	Jfrog Ltd	2 load holders	0.05%	<0.01%	−0.01%	0	0	2	0
YMM	Full Truck Alliance Co. Ltd	3 load holders	0.04%	0.02%	−0.00%	0	1	1	0
DELL	Dell Technologies Inc.	7 load holders	0.04%	0.04%	+0.03%	4	0	3	0
KEYS	Keysight Technologies Inc.	5 load holders	0.04%	<0.01%	+0.01%	1	1	1	0
PATH	Uipath Inc.	2 load holders	0.04%	0.05%	−0.01%	0	1	1	1
TEAM	Atlassian Corporation	6 load holders	0.04%	0.06%	−0.02%	1	2	2	1
BILL	Bill Holdings Inc.	3 load holders	0.04%	<0.01%	−0.01%	0	1	2	2
CPAY	Corpay Inc.	2 load holders	0.04%	0.04%	+0.04%	2	0	0	0
MCHP	Microchip Technology, Inc.	6 load holders	0.04%	0.06%	−0.01%	0	1	3	0
DXC	Dxc Technology Co.	2 load holders	0.04%	0.02%	−0.01%	0	1	1	0
CHKP	Check Point Software Technologies Ltd	3 load holders	0.04%	0.02%	+0.02%	1	0	2	0
APH	Amphenol Corp.	4 load holders	0.03%	0.03%	+0.00%	0	0	3	0
MDB	Mongodb Inc.	5 load holders	0.03%	<0.01%	+0.01%	2	0	3	1
CCC	Ccc Intelligent Solutions Hl	3 load holders	0.03%	0.02%	+0.01%	1	0	1	0
UPWK	Upwork Inc.	2 load holders	0.03%	<0.01%	−0.01%	0	0	1	0
FTV	Fortive Corp.	3 load holders	0.03%	0.06%	+0.00%	0	0	1	0
INDI	Indie Semiconductor Inc.	3 load holders	0.03%	<0.01%	−0.01%	0	2	1	0
INTC	Intellia Therapeutics Inc.	3 load holders	0.03%	0.02%	+0.00%	0	1	1	1
CIEN	Ciena Corp.	2 load holders	0.03%	0.01%	−0.01%	0	1	1	0
PANW	Palo Alto Networks Inc.	5 load holders	0.03%	0.01%	−0.09%	0	3	2	1
CXM	Sprinklr Inc.	1 load holders	0.03%	<0.01%	+0.03%	1	0	0	0
FFIV	F5, Inc.	2 load holders	0.02%	0.02%	−0.00%	0	1	0	0
APPN	Appian Corp.	1 load holders	0.02%	<0.01%	+0.02%	1	0	0	0
AVT	Avnet Inc.	3 load holders	0.02%	0.04%	−0.00%	0	2	1	0
NCNO	Ncino Inc.	3 load holders	0.02%	0.01%	−0.01%	0	2	1	1
ZBRA	Zebra Technologies Corp.	3 load holders	0.02%	0.01%	−0.01%	1	0	2	2
NICE	Nice Ltd	3 load holders	0.02%	0.01%	+0.00%	0	0	2	0
HPQ	Hp, Inc.	4 load holders	0.02%	0.08%	+0.02%	1	2	1	1
PLTR	Palantir Technologies Inc.	3 load holders	0.02%	0.03%	+0.01%	1	2	0	0
ZM	Zoom Video Communications Inc.	1 load holders	0.02%	0.03%	−0.01%	0	0	1	0
CLS	Celestica Inc.	2 load holders	0.02%	0.01%	−0.05%	0	0	2	2
CRWD	Crowdstrike Hldgs Inc.	5 load holders	0.02%	0.04%	+0.00%	0	1	2	0
CACI	Caci Intl Inc. Cl A	1 load holders	0.02%	<0.01%	−0.06%	0	0	1	1
EPAM	Epam Sys Inc.	3 load holders	0.02%	0.03%	−0.00%	0	2	1	2
QRVO	Qorvo Inc.	3 load holders	0.02%	0.01%	−0.07%	0	1	2	2
DSGX	Descartes Sys Group Inc.	2 load holders	0.02%	0.02%	+0.00%	1	0	1	0
U	Unity Software Inc.	1 load holders	0.02%	0.03%	−0.00%	0	1	0	0
TDC	Teradata Corp.	3 load holders	0.02%	<0.01%	+0.02%	2	0	1	0
IBM	International Business Machs	5 load holders	0.02%	<0.01%	+0.00%	0	1	3	1
WDC	Western Digital Corp.	3 load holders	0.02%	0.01%	+0.01%	0	1	1	0
MPWR	Monolithic Pwr Sys Inc.	4 load holders	0.02%	<0.01%	−0.00%	0	0	3	1
CNXC	Concentrix Corp.	4 load holders	0.02%	0.01%	−0.01%	0	3	1	0
FTNT	Fortinet Ord	1 load holders	0.02%	0.04%	−0.01%	0	1	0	2
GLW	Owens Corning	2 load holders	0.02%	0.03%	−0.00%	0	1	1	1
AKAM	Akamai Technologies Inc.	1 load holders	0.02%	<0.01%	+0.01%	1	0	0	1
PAYC	Paycom Software Inc.	3 load holders	0.02%	0.07%	−0.01%	0	3	0	1
GTLB	Gitlab Inc.	2 load holders	0.02%	<0.01%	−0.04%	0	0	2	1
JBL	Jabil Inc.	3 load holders	0.01%	<0.01%	−0.01%	1	1	1	0
NOK	Nokia Corp.	2 load holders	0.01%	0.02%	+0.00%	0	2	0	0
GLW	Corning Inc.	4 load holders	0.01%	<0.01%	+0.00%	0	0	2	1
BLND	Blend Labs Inc.	1 load holders	0.01%	<0.01%	+0.00%	0	1	0	0
SAP	Sap Se	3 load holders	0.01%	0.02%	+0.00%	0	1	2	0
KLIC	Kulicke & Soffa Inds Inc.	2 load holders	0.01%	<0.01%	+0.00%	0	2	0	0
TER	Teradyne Inc.	2 load holders	0.01%	0.01%	−0.00%	0	1	1	2
KLAC	Klaviyo Inc.	4 load holders	0.01%	<0.01%	+0.01%	1	1	0	0
DOX	Amdocs Ltd	3 load holders	0.01%	0.03%	−0.00%	1	1	0	1
LITE	Lumentum Hldgs Inc.	1 load holders	<0.01%	<0.01%	+0.01%	1	0	0	0
DOCU	Docusign Inc.	2 load holders	<0.01%	0.02%	−0.00%	1	0	1	1
SAIC	Science Applicatns Intl Cp	2 load holders	<0.01%	<0.01%	−0.00%	1	0	1	0
TDY	Teledyne Technologies Inc.	4 load holders	<0.01%	<0.01%	−0.01%	1	1	2	0
DOCS	Doximity Inc.	3 load holders	<0.01%	<0.01%	−0.00%	1	1	1	1
IPGP	Ipg Photonics Corp.	1 load holders	<0.01%	0.03%	−0.00%	0	1	0	1
BMBL	Bumble Inc.	3 load holders	<0.01%	<0.01%	+0.01%	2	0	1	0
ARM	Arm Holdings PLC	2 load holders	<0.01%	<0.01%	+0.01%	1	0	0	0
FSLR	First Solar Inc.	1 load holders	<0.01%	<0.01%	+0.01%	1	0	0	1
FIVN	Five9 Inc.	2 load holders	<0.01%	0.01%	+0.00%	1	1	0	0
NTES	Netease, Inc.	4 load holders	<0.01%	<0.01%	+0.00%	1	1	2	0
NET	Cloudflare Inc.	3 load holders	<0.01%	<0.01%	+0.00%	1	0	2	0
SMRT	Smartrent Inc.	4 load holders	<0.01%	<0.01%	−0.00%	0	1	1	0
TYL	Tyler Technologies	3 load holders	<0.01%	<0.01%	+0.00%	0	1	2	0
NTAP	Netapp Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	1
MSTR	Microstrategy Inc.	2 load holders	<0.01%	<0.01%	+0.00%	1	0	1	0
AUR	Aurora Innovation Inc.	3 load holders	<0.01%	<0.01%	−0.00%	1	0	0	1
YOU	Clear Secure Inc.	3 load holders	<0.01%	<0.01%	−0.00%	1	0	2	0
ITRN	Ituran Location And Control	3 load holders	<0.01%	<0.01%	−0.00%	0	1	1	0
ACIW	Aci Worldwide Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	0	0	0
WK	Workiva Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
QLYS	Qualys Inc.	4 load holders	<0.01%	<0.01%	−0.00%	0	2	2	1
ARRY	Array Technologies Inc.	1 load holders	<0.01%	<0.01%	−0.00%	1	0	0	2
ATHM	Autohome Inc.	2 load holders	<0.01%	<0.01%	−0.00%	0	1	0	2
HPE	Hewlett Packard Enterprise Co.	2 load holders	<0.01%	0.06%	−0.00%	0	1	1	0
GDS	Gds Hldgs Ltd	3 load holders	<0.01%	<0.01%	+0.00%	3	0	0	0
DQ	Daqo New Energy Corp.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
ENPH	Enphase Energy Inc.	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	0
EVLV	Evolv Technologies Hldngs In	1 load holders	<0.01%	<0.01%	−0.00%	0	1	0	1
WB	Weibo Corp.	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	0
SABR	Sabre Corp.	2 load holders	<0.01%	<0.01%	−0.00%	0	0	2	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	0	0	0
JOYY	Joyy Inc.	2 load holders	<0.01%	<0.01%	−0.00%	1	1	0	2
SIMO	Silicon Motion Technology Co.	1 load holders	<0.01%	<0.01%	−0.00%	0	1	0	1
GLOB	Globant S A	2 load holders	<0.01%	<0.01%	+0.00%	0	1	1	0
AAOI	Applied Optoelectronics 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
INFY	Infosys Ltd	1 load holders	<0.01%	<0.01%	−0.01%	0	0	0	2
INTA	Intapp Inc.	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	0
SCSC	Scansource Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
AI	C3 Ai Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
ON	On Semiconductor Corp.	3 load holders	<0.01%	<0.01%	−0.01%	1	2	0	1
AEIS	Advanced Energy Inds	2 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
S	Sentinelone Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
VREX	Varex Imaging Corp.	2 load holders	<0.01%	<0.01%	+0.00%	0	2	0	0
PLXS	Plexus Corp.	2 load holders	<0.01%	<0.01%	−0.00%	0	1	1	0
VRNS	Varonis Sys Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	1
GDYN	Grid Dynamics Hldgs Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	0	0
DDD	3D Systems Corp.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
MBLY	Mobileye Global Inc.	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	0	0
DOCN	Digitalocean Hldgs Inc.	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	0
RNG	Ringcentral Inc.	2 load holders	<0.01%	<0.01%	+0.00%	2	0	0	0
MSTR	Proshares Bitcoin Strategy ETF	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
MTLS	Materialise NV	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
ZS	Zscaler Inc.	1 load holders	<0.01%	<0.01%	−0.02%	0	0	1	1
SNAP	Snap Inc.	3 load holders	<0.01%	<0.01%	−0.01%	1	1	0	1
MANH	Manhattan Assocs Inc.	2 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
AMBA	Ambarella Inc.	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	0
ALGM	Allegro Microsystems Inc.	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
CW	Curtiss Wright Corp.	2 load holders	<0.01%	<0.01%	+0.00%	1	1	0	0
SITM	Sitime Corp.	2 load holders	<0.01%	<0.01%	−0.00%	0	1	1	0
ALKT	Alkami Technology Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
NNDM	Nano Dimension Ltd	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	0	0	0
VNET	Vnet Group Inc.	2 load holders	<0.01%	<0.01%	−0.00%	0	1	1	0
AMKR	Amkor Technology Inc.	2 load holders	<0.01%	<0.01%	+0.00%	1	1	0	0
WIT	Wipro Ltd	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	0
UCTT	Ultra Clean Hldgs Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	0	1	0
HSTM	Healthstream Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
BL	Blackline Inc.	2 load holders	<0.01%	<0.01%	−0.00%	1	0	1	1
RSSS	Research Solutions Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	0	1	0
SANM	Sanmina Corporation	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
LPTH	Lightpath Technologies Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	0	0	0
VECO	Veeco Instrs Inc. Del	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
TTMI	Ttm Technologies Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
EVER	Everquote 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%	+0.00%	0	0	1	0
BHE	Benchmark Electrs Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
CVLT	Commvault Sys Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
BLZE	Backblaze 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
CARS	Cars Com Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
FORM	Formfactor 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
APPF	Appfolio Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	0	1	0
VISN	Commscope Holding Co. Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	0	0
PLTK	Playtika Holding Corp.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
AFRM	Affirm Hldgs Inc.	1 load holders	<0.01%	<0.01%	−0.00%	1	0	0	1
NTCT	Netscout Sys Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
NTNX	Nutanix Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	1	0	1
TENB	Tenable Hldgs Inc.	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	0
CARG	Cargurus Inc.	1 load holders	<0.01%	<0.01%	−0.01%	1	0	0	1
BILI	Bilibili Inc.	1 load holders	<0.01%	<0.01%	+0.00%	1	0	0	0
DBX	Dropbox Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	0	1	0
NVEC	Nve Corp.	1 load holders	<0.01%	<0.01%	+0.00%	0	0	0	0
AIRG	Airgain Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
ASUR	Asure Software Inc.	1 load holders	<0.01%	<0.01%	−0.00%	0	1	0	0
API	Agora Inc.	1 load holders	<0.01%	<0.01%	+0.00%	0	1	0	0
APLD	Applied Digital Corp.	1 load holders	<0.01%	<0.01%	−0.00%	0	1	0	0
ASX	Ase Technology Hldg Co. Ltd	0 load holders	<0.01%	<0.01%	−0.00%	0	0	0	1
CMTL	Comtech Telecommunications C	0 load holders	<0.01%	<0.01%	−0.00%	0	0	0	1
DIOD	Diodes Inc.	0 load holders	<0.01%	<0.01%	−0.00%	0	0	0	1
MTSI	Macom Technology Solutions Holdings Inc.	0 load holders	<0.01%	<0.01%	−0.01%	0	0	0	1
RPD	Rapid7 Inc.	0 load holders	<0.01%	<0.01%	−0.00%	0	0	0	1
IOT	Samsara Inc.	0 load holders	<0.01%	<0.01%	−0.01%	0	0	0	1
SEDG	Solaredge Technologies Inc.	0 load holders	<0.01%	<0.01%	−0.00%	0	0	0	1