Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
RDVT	Red Violet Inc	254,250 (+33.7%)	$16.21M (+146.6%)	2.2%	$29.66	—	COM	75704L104
MPTI	M-Tron Industries Inc	58,500 (+6.4%)	$5.79M (+57.1%)	0.8%	$50.72	—	COM	55380K109
POWL	Powell Industries Inc	15,000 (+200.0%)	$4.294M (+59.0%)	0.6%	$303.03	—	COM	739128106
AAPL	Apple Inc	24,500 (+9.9%)	$7.083M (+25.2%)	1.0%	$117.95	—	COM	037833100
CMRC	Commerce.com Inc	1,060,000 (+51.4%)	$3.138M (+68.5%)	0.4%	$5.63	—	COM	08975P108
VERX	Vertex Inc	300,000 (+50.0%)	$3.441M (+45.1%)	0.5%	$19.61	—	COM	92538J106
PATH	UiPath Inc	296,280 (+46.5%)	$3.218M (+43.2%)	0.4%	$15.70	—	COM	90364P105
CINT	CI&T Inc	1,000,000 (+90.5%)	$3.26M (+23.2%)	0.4%	$4.45	—	COM	G21307106

Exited Positions (5)

CSGS CSG Systems International Inc 0.4%

Value $3.298M Shares 41,240 Est. Cost $73.52 Unrealized —

GNSS Genasys Inc 0.1%

Value $763K Shares 419,370 Est. Cost $2.98 Unrealized —

NABL N-Able Inc 0.0%

Value $294K Shares 63,000 Est. Cost $13.48 Unrealized —

RBBN Ribbon Communications Inc 0.0%

Value $212K Shares 100,000 Est. Cost $4.06 Unrealized —

— M-Tron Industries Inc 0.0%

Value $116K Shares 55,000 Est. Cost $2.10 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CSGS	CSG Systems International Inc	41,240	$3.298M	0.4%	$73.52	—	—	126349109
GNSS	Genasys Inc	419,370	$763K	0.1%	$2.98	—	—	36872P103
NABL	N-Able Inc	63,000	$294K	0.0%	$13.48	—	—	62878D100
RBBN	Ribbon Communications Inc	100,000	$212K	0.0%	$4.06	—	—	762544104
—	M-Tron Industries Inc	55,000	$116K	0.0%	$2.10	—	—	55380K133

Decreased Positions (54)

CLS Celestica Inc 4.1%

Value $30.1M (-48.9%) Shares 82,550 (-60.6%) Est. Cost $37.96 Unrealized —

FN Fabrinet 3.2%

Value $23.38M (-55.2%) Shares 41,600 (-58.4%) Est. Cost $24.15 Unrealized —

MU Micron Technology Inc 2.8%

Value $20.83M (+187.0%) Shares 18,100 (-15.8%) Est. Cost $26.07 Unrealized —

PEGA Pegasystems Inc 2.3%

Value $16.61M (-43.2%) Shares 554,450 (-19.2%) Est. Cost $28.28 Unrealized —

SIMO Silicon Motion Technology Corp 6.7%

Value $49.18M (+19.1%) Shares 147,700 (-59.8%) Est. Cost $15.64 Unrealized —

AIP Arteris Inc 2.0%

Value $14.4M (+119.2%) Shares 296,800 (-25.8%) Est. Cost $6.49 Unrealized —

CEVA Ceva Inc 2.4%

Value $17.42M (+79.4%) Shares 369,363 (-29.0%) Est. Cost $21.48 Unrealized —

KLIC Kulicke & Soffa Industries Inc 3.2%

Value $23.61M (+47.2%) Shares 176,600 (-27.7%) Est. Cost $35.02 Unrealized —

AMD Advanced Micro Devices Inc 1.5%

Value $10.92M (+159.3%) Shares 18,820 (-9.2%) Est. Cost $69.44 Unrealized —

VICR Vicor Corp 4.0%

Value $29.26M (-17.3%) Shares 77,100 (-65.0%) Est. Cost $49.29 Unrealized —

VRNS Varonis Systems Inc 2.2%

Value $15.97M (+60.4%) Shares 380,834 (-17.8%) Est. Cost $42.68 Unrealized —

APPS Digital Turbine Inc 1.0%

Value $7.094M (+321.9%) Shares 550,329 (-6.4%) Est. Cost $5.02 Unrealized —

VPG Vishay Precision Group Inc 1.7%

Value $12.53M (+69.9%) Shares 83,750 (-50.7%) Est. Cost $31.04 Unrealized —

BAND Bandwidth Inc 1.1%

Value $7.843M (+151.5%) Shares 124,000 (-29.1%) Est. Cost $45.37 Unrealized —

FROG JFrog Ltd 1.9%

Value $13.95M (+48.5%) Shares 153,550 (-23.2%) Est. Cost $26.10 Unrealized —

DOCN DigitalOcean Holdings Inc 3.1%

Value $23.16M (+24.5%) Shares 147,500 (-32.0%) Est. Cost $45.00 Unrealized —

IDN Intellicheck Inc 0.2%

Value $1.227M (-78.5%) Shares 300,000 (-63.4%) Est. Cost $2.65 Unrealized —

OUST Ouster Inc 1.0%

Value $7.152M (+159.4%) Shares 114,500 (-23.7%) Est. Cost $10.69 Unrealized —

ARLO Arlo Technologies Inc 2.1%

Value $15.29M (-22.0%) Shares 1,134,325 (-17.6%) Est. Cost $7.51 Unrealized —

VSH Vishay Intertechnology Inc 1.3%

Value $9.704M (+79.6%) Shares 180,475 (-39.8%) Est. Cost $18.57 Unrealized —

SMCI Super Micro Computer Inc 1.7%

Value $12.37M (-22.4%) Shares 421,600 (-39.7%) Est. Cost $39.15 Unrealized —

TSEM Tower Semiconductor Ltd 3.5%

Value $25.78M (-11.5%) Shares 99,000 (-40.4%) Est. Cost $27.56 Unrealized —

DRS Leonardo DRS Inc 1.3%

Value $9.37M (-26.2%) Shares 219,500 (-23.0%) Est. Cost $10.65 Unrealized —

RDWR RADWARE Ltd 1.9%

Value $14.08M (-17.7%) Shares 456,817 (-29.7%) Est. Cost $15.48 Unrealized —

SLAB Silicon Laboratories Inc 0.4%

Value $2.731M (-52.3%) Shares 12,500 (-54.5%) Est. Cost $136.18 Unrealized —

DSGX Descartes Systems Group Inc/The 1.0%

Value $7.477M (-27.9%) Shares 108,000 (-25.5%) Est. Cost $10.34 Unrealized —

HLIT Harmonic Inc 0.6%

Value $4.357M (-38.2%) Shares 267,000 (-66.0%) Est. Cost $8.00 Unrealized —

AVNW Aviat Networks Inc 0.2%

Value $1.177M (-66.4%) Shares 53,000 (-65.8%) Est. Cost $31.03 Unrealized —

LASR nLight Inc 1.1%

Value $8.454M (-19.8%) Shares 121,500 (-34.3%) Est. Cost $14.79 Unrealized —

FIVN Five9 Inc 1.0%

Value $7.554M (+37.5%) Shares 354,500 (-2.1%) Est. Cost $29.44 Unrealized —

SILC Silicom Ltd 0.6%

Value $4.525M (+74.0%) Shares 95,800 (-22.3%) Est. Cost $35.56 Unrealized —

PDFS PDF Solutions Inc 1.1%

Value $8.463M (+29.3%) Shares 119,667 (-40.2%) Est. Cost $27.86 Unrealized —

RMNI Rimini Street Inc 0.2%

Value $1.484M (-54.5%) Shares 350,000 (-65.0%) Est. Cost $5.24 Unrealized —

QLYS Qualys Inc 0.9%

Value $6.524M (+35.1%) Shares 47,500 (-13.6%) Est. Cost $43.70 Unrealized —

ELVA Electrovaya Inc 1.0%

Value $7.362M (-18.2%) Shares 704,500 (-38.7%) Est. Cost $3.09 Unrealized —

FA First Advantage Corp 0.8%

Value $5.638M (+37.0%) Shares 312,500 (-10.7%) Est. Cost $13.94 Unrealized —

VECO Veeco Instruments Inc 0.7%

Value $5.268M (-22.2%) Shares 69,500 (-65.3%) Est. Cost $32.01 Unrealized —

VIAV Viavi Solutions Inc 0.8%

Value $6.121M (-18.2%) Shares 128,167 (-43.0%) Est. Cost $16.15 Unrealized —

KOPN Kopin Corp 0.8%

Value $5.576M (+29.9%) Shares 1,247,500 (-34.3%) Est. Cost $1.18 Unrealized —

FORM FormFactor Inc 0.8%

Value $6.022M (-17.5%) Shares 37,650 (-50.0%) Est. Cost $36.00 Unrealized —

AVPT AvePoint Inc 0.9%

Value $6.449M (-12.4%) Shares 575,250 (-25.8%) Est. Cost $7.89 Unrealized —

CLMB Climb Global Solutions Inc 0.7%

Value $5.127M (-12.8%) Shares 221,836 (-25.3%) Est. Cost $106.31 Unrealized —

DGII Digi International Inc 0.8%

Value $5.57M (+15.6%) Shares 74,500 (-25.5%) Est. Cost $32.97 Unrealized —

HIMX Himax Technologies Inc 0.5%

Value $3.866M (+23.0%) Shares 252,000 (-37.0%) Est. Cost $7.97 Unrealized —

MRAM Everspin Technologies Inc 0.8%

Value $5.838M (+11.3%) Shares 241,750 (-59.7%) Est. Cost $7.20 Unrealized —

ALKT Alkami Technology Inc 1.0%

Value $7.244M (-7.5%) Shares 400,000 (-20.0%) Est. Cost $21.77 Unrealized —

POWI Power Integrations Inc 1.1%

Value $8.405M (-6.2%) Shares 100,384 (-42.6%) Est. Cost $40.16 Unrealized —

QUIK QuickLogic Corp 0.7%

Value $5.209M (-9.2%) Shares 261,500 (-57.3%) Est. Cost $7.55 Unrealized —

SPIR Spire Global Inc 0.6%

Value $4.693M (+9.8%) Shares 253,000 (-25.6%) Est. Cost $10.20 Unrealized —

AWRE Aware Inc/MA 0.0%

Value $311K (-42.1%) Shares 234,058 (-45.6%) Est. Cost $1.57 Unrealized —

MLAB Mesa Laboratories Inc 0.6%

Value $4.226M (-3.9%) Shares 42,500 (-15.0%) Est. Cost $85.62 Unrealized —

CTS CTS Corp 0.6%

Value $4.726M (-1.1%) Shares 72,500 (-27.5%) Est. Cost $41.42 Unrealized —

PLUS ePlus Inc 0.8%

Value $5.611M (-0.6%) Shares 67,500 (-10.0%) Est. Cost $82.50 Unrealized —

BELFB Bel Fuse Inc 0.8%

Value $5.97M (+0.5%) Shares 17,950 (-40.2%) Est. Cost $80.43 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CLS	Celestica Inc	82,550 (-60.6%)	$30.1M (-48.9%)	4.1%	$37.96	—	COM	15101Q207
FN	Fabrinet	41,600 (-58.4%)	$23.38M (-55.2%)	3.2%	$24.15	—	COM	G3323L100
MU	Micron Technology Inc	18,100 (-15.8%)	$20.83M (+187.0%)	2.8%	$26.07	—	COM	595112103
PEGA	Pegasystems Inc	554,450 (-19.2%)	$16.61M (-43.2%)	2.3%	$28.28	—	COM	705573103
SIMO	Silicon Motion Technology Corp	147,700 (-59.8%)	$49.18M (+19.1%)	6.7%	$15.64	—	ADR	82706C108
AIP	Arteris Inc	296,800 (-25.8%)	$14.4M (+119.2%)	2.0%	$6.49	—	COM	04302A104
CEVA	Ceva Inc	369,363 (-29.0%)	$17.42M (+79.4%)	2.4%	$21.48	—	COM	157210105
KLIC	Kulicke & Soffa Industries Inc	176,600 (-27.7%)	$23.61M (+47.2%)	3.2%	$35.02	—	COM	501242101
AMD	Advanced Micro Devices Inc	18,820 (-9.2%)	$10.92M (+159.3%)	1.5%	$69.44	—	COM	007903107
VICR	Vicor Corp	77,100 (-65.0%)	$29.26M (-17.3%)	4.0%	$49.29	—	COM	925815102
VRNS	Varonis Systems Inc	380,834 (-17.8%)	$15.97M (+60.4%)	2.2%	$42.68	—	COM	922280102
APPS	Digital Turbine Inc	550,329 (-6.4%)	$7.094M (+321.9%)	1.0%	$5.02	—	COM	25400W102
VPG	Vishay Precision Group Inc	83,750 (-50.7%)	$12.53M (+69.9%)	1.7%	$31.04	—	COM	92835K103
BAND	Bandwidth Inc	124,000 (-29.1%)	$7.843M (+151.5%)	1.1%	$45.37	—	COM	05988J103
FROG	JFrog Ltd	153,550 (-23.2%)	$13.95M (+48.5%)	1.9%	$26.10	—	COM	M6191J100
DOCN	DigitalOcean Holdings Inc	147,500 (-32.0%)	$23.16M (+24.5%)	3.1%	$45.00	—	COM	25402D102
IDN	Intellicheck Inc	300,000 (-63.4%)	$1.227M (-78.5%)	0.2%	$2.65	—	COM	45817G201
OUST	Ouster Inc	114,500 (-23.7%)	$7.152M (+159.4%)	1.0%	$10.69	—	COM	68989M202
ARLO	Arlo Technologies Inc	1,134,325 (-17.6%)	$15.29M (-22.0%)	2.1%	$7.51	—	COM	04206A101
VSH	Vishay Intertechnology Inc	180,475 (-39.8%)	$9.704M (+79.6%)	1.3%	$18.57	—	COM	928298108
SMCI	Super Micro Computer Inc	421,600 (-39.7%)	$12.37M (-22.4%)	1.7%	$39.15	—	COM	86800U302
TSEM	Tower Semiconductor Ltd	99,000 (-40.4%)	$25.78M (-11.5%)	3.5%	$27.56	—	COM	M87915274
DRS	Leonardo DRS Inc	219,500 (-23.0%)	$9.37M (-26.2%)	1.3%	$10.65	—	COM	52661A108
RDWR	RADWARE Ltd	456,817 (-29.7%)	$14.08M (-17.7%)	1.9%	$15.48	—	COM	M81873107
SLAB	Silicon Laboratories Inc	12,500 (-54.5%)	$2.731M (-52.3%)	0.4%	$136.18	—	COM	826919102
DSGX	Descartes Systems Group Inc/The	108,000 (-25.5%)	$7.477M (-27.9%)	1.0%	$10.34	—	COM	249906108
HLIT	Harmonic Inc	267,000 (-66.0%)	$4.357M (-38.2%)	0.6%	$8.00	—	COM	413160102
AVNW	Aviat Networks Inc	53,000 (-65.8%)	$1.177M (-66.4%)	0.2%	$31.03	—	COM	05366Y201
LASR	nLight Inc	121,500 (-34.3%)	$8.454M (-19.8%)	1.1%	$14.79	—	COM	65487K100
FIVN	Five9 Inc	354,500 (-2.1%)	$7.554M (+37.5%)	1.0%	$29.44	—	COM	338307101
SILC	Silicom Ltd	95,800 (-22.3%)	$4.525M (+74.0%)	0.6%	$35.56	—	COM	M84116108
PDFS	PDF Solutions Inc	119,667 (-40.2%)	$8.463M (+29.3%)	1.1%	$27.86	—	COM	693282105
RMNI	Rimini Street Inc	350,000 (-65.0%)	$1.484M (-54.5%)	0.2%	$5.24	—	COM	76674Q107
QLYS	Qualys Inc	47,500 (-13.6%)	$6.524M (+35.1%)	0.9%	$43.70	—	COM	74758T303
ELVA	Electrovaya Inc	704,500 (-38.7%)	$7.362M (-18.2%)	1.0%	$3.09	—	COM	28617B606
FA	First Advantage Corp	312,500 (-10.7%)	$5.638M (+37.0%)	0.8%	$13.94	—	COM	31846B108
VECO	Veeco Instruments Inc	69,500 (-65.3%)	$5.268M (-22.2%)	0.7%	$32.01	—	COM	922417100
VIAV	Viavi Solutions Inc	128,167 (-43.0%)	$6.121M (-18.2%)	0.8%	$16.15	—	COM	925550105
KOPN	Kopin Corp	1,247,500 (-34.3%)	$5.576M (+29.9%)	0.8%	$1.18	—	COM	500600101
FORM	FormFactor Inc	37,650 (-50.0%)	$6.022M (-17.5%)	0.8%	$36.00	—	COM	346375108
AVPT	AvePoint Inc	575,250 (-25.8%)	$6.449M (-12.4%)	0.9%	$7.89	—	COM	053604104
CLMB	Climb Global Solutions Inc	221,836 (-25.3%)	$5.127M (-12.8%)	0.7%	$106.31	—	COM	946760105
DGII	Digi International Inc	74,500 (-25.5%)	$5.57M (+15.6%)	0.8%	$32.97	—	COM	253798102
HIMX	Himax Technologies Inc	252,000 (-37.0%)	$3.866M (+23.0%)	0.5%	$7.97	—	ADR	43289P106
MRAM	Everspin Technologies Inc	241,750 (-59.7%)	$5.838M (+11.3%)	0.8%	$7.20	—	COM	30041T104
ALKT	Alkami Technology Inc	400,000 (-20.0%)	$7.244M (-7.5%)	1.0%	$21.77	—	COM	01644J108
POWI	Power Integrations Inc	100,384 (-42.6%)	$8.405M (-6.2%)	1.1%	$40.16	—	COM	739276103
QUIK	QuickLogic Corp	261,500 (-57.3%)	$5.209M (-9.2%)	0.7%	$7.55	—	COM	74837P405
SPIR	Spire Global Inc	253,000 (-25.6%)	$4.693M (+9.8%)	0.6%	$10.20	—	COM	848560306
AWRE	Aware Inc/MA	234,058 (-45.6%)	$311K (-42.1%)	0.0%	$1.57	—	COM	05453N100
MLAB	Mesa Laboratories Inc	42,500 (-15.0%)	$4.226M (-3.9%)	0.6%	$85.62	—	COM	59064R109
CTS	CTS Corp	72,500 (-27.5%)	$4.726M (-1.1%)	0.6%	$41.42	—	COM	126501105
PLUS	ePlus Inc	67,500 (-10.0%)	$5.611M (-0.6%)	0.8%	$82.50	—	COM	294268107
BELFB	Bel Fuse Inc	17,950 (-40.2%)	$5.97M (+0.5%)	0.8%	$80.43	—	COM	077347300

Unchanged Positions (30)

GOOGL Alphabet Inc 2.1%

Value $15.75M Shares 44,100 Est. Cost $111.46 Unrealized —

TER Teradyne Inc 1.0%

Value $7.248M Shares 15,000 Est. Cost $26.84 Unrealized —

SMWB SimilarWeb Ltd 0.5%

Value $3.963M Shares 645,465 Est. Cost $9.78 Unrealized —

INTC Intel Corp 0.4%

Value $2.65M Shares 19,000 Est. Cost $17.18 Unrealized —

ALNT Allient Inc 0.6%

Value $4.111M Shares 40,000 Est. Cost $52.29 Unrealized —

FC Franklin Covey Co 0.6%

Value $4.289M Shares 175,000 Est. Cost $39.22 Unrealized —

AMZN Amazon.com Inc 1.6%

Value $11.77M Shares 49,400 Est. Cost $132.67 Unrealized —

SLP Simulations Plus Inc 0.5%

Value $3.662M Shares 200,000 Est. Cost $14.54 Unrealized —

NOVT Novanta Inc 0.6%

Value $4.666M Shares 28,780 Est. Cost $117.57 Unrealized —

CCOI Cogent Communications Holdings Inc 0.5%

Value $3.365M Shares 242,600 Est. Cost $49.59 Unrealized —

TGEN Tecogen Inc/Waltham MA 0.3%

Value $2.188M Shares 420,000 Est. Cost $5.13 Unrealized —

VLN Valens Semiconductor Ltd 0.3%

Value $2.147M Shares 950,000 Est. Cost $3.03 Unrealized —

ARW Arrow Electronics Inc 0.4%

Value $3.244M Shares 15,200 Est. Cost $97.09 Unrealized —

HSTM HealthStream Inc 0.6%

Value $4.08M Shares 150,000 Est. Cost $26.79 Unrealized —

AVT Avnet Inc 0.4%

Value $2.93M Shares 33,000 Est. Cost $58.27 Unrealized —

ANET Arista Networks Inc 0.4%

Value $3.177M Shares 18,700 Est. Cost $102.84 Unrealized —

OOMA Ooma Inc 0.4%

Value $2.881M Shares 150,000 Est. Cost $12.80 Unrealized —

RDCM RADCOM Ltd 0.6%

Value $4.566M Shares 325,000 Est. Cost $15.14 Unrealized —

BELFA Bel Fuse Inc 0.2%

Value $1.453M Shares 5,000 Est. Cost $90.58 Unrealized —

TXN Texas Instruments Inc 0.2%

Value $1.222M Shares 4,100 Est. Cost $157.28 Unrealized —

FRSH Freshworks Inc 0.3%

Value $1.923M Shares 190,000 Est. Cost $15.87 Unrealized —

DT Dynatrace Inc 0.3%

Value $2.195M Shares 50,000 Est. Cost $49.95 Unrealized —

ADTN ADTRAN Holdings Inc 0.4%

Value $2.778M Shares 200,000 Est. Cost $18.04 Unrealized —

BRZE Braze Inc 0.4%

Value $2.71M Shares 125,000 Est. Cost $29.63 Unrealized —

ZM Zoom Communications Inc 0.3%

Value $2.236M Shares 25,910 Est. Cost $115.44 Unrealized —

KD Kyndryl Holdings Inc 0.1%

Value $905K Shares 80,000 Est. Cost $22.22 Unrealized —

SPSC SPS Commerce Inc 0.5%

Value $3.999M Shares 70,000 Est. Cost $58.02 Unrealized —

— Check Point Software Technologies Ltd 0.2%

Value $1.208M Shares 9,200 Est. Cost $49.69 Unrealized —

— Freightos Ltd 0.1%

Value $735K Shares 500,000 Est. Cost $3.04 Unrealized —

MSFT Microsoft Corp 1.3%

Value $9.617M Shares 25,800 Est. Cost $113.57 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	Alphabet Inc	44,100	$15.75M	2.1%	$111.46	—	COM	02079K305
TER	Teradyne Inc	15,000	$7.248M	1.0%	$26.84	—	COM	880770102
SMWB	SimilarWeb Ltd	645,465	$3.963M	0.5%	$9.78	—	COM	M84137104
INTC	Intel Corp	19,000	$2.65M	0.4%	$17.18	—	COM	458140100
ALNT	Allient Inc	40,000	$4.111M	0.6%	$52.29	—	COM	019330109
FC	Franklin Covey Co	175,000	$4.289M	0.6%	$39.22	—	COM	353469109
AMZN	Amazon.com Inc	49,400	$11.77M	1.6%	$132.67	—	COM	023135106
SLP	Simulations Plus Inc	200,000	$3.662M	0.5%	$14.54	—	COM	829214105
NOVT	Novanta Inc	28,780	$4.666M	0.6%	$117.57	—	COM	67000B104
CCOI	Cogent Communications Holdings Inc	242,600	$3.365M	0.5%	$49.59	—	COM	19239V302
TGEN	Tecogen Inc/Waltham MA	420,000	$2.188M	0.3%	$5.13	—	COM	87876P201
VLN	Valens Semiconductor Ltd	950,000	$2.147M	0.3%	$3.03	—	COM	M9607U115
ARW	Arrow Electronics Inc	15,200	$3.244M	0.4%	$97.09	—	COM	042735100
HSTM	HealthStream Inc	150,000	$4.08M	0.6%	$26.79	—	COM	42222N103
AVT	Avnet Inc	33,000	$2.93M	0.4%	$58.27	—	COM	053807103
ANET	Arista Networks Inc	18,700	$3.177M	0.4%	$102.84	—	COM	040413205
OOMA	Ooma Inc	150,000	$2.881M	0.4%	$12.80	—	COM	683416101
RDCM	RADCOM Ltd	325,000	$4.566M	0.6%	$15.14	—	COM	M81865111
BELFA	Bel Fuse Inc	5,000	$1.453M	0.2%	$90.58	—	COM	077347201
TXN	Texas Instruments Inc	4,100	$1.222M	0.2%	$157.28	—	COM	882508104
FRSH	Freshworks Inc	190,000	$1.923M	0.3%	$15.87	—	COM	358054104
DT	Dynatrace Inc	50,000	$2.195M	0.3%	$49.95	—	COM	268150109
ADTN	ADTRAN Holdings Inc	200,000	$2.778M	0.4%	$18.04	—	COM	00486H105
BRZE	Braze Inc	125,000	$2.71M	0.4%	$29.63	—	COM	10576N102
ZM	Zoom Communications Inc	25,910	$2.236M	0.3%	$115.44	—	COM	98980L101
KD	Kyndryl Holdings Inc	80,000	$905K	0.1%	$22.22	—	COM	50155Q100
SPSC	SPS Commerce Inc	70,000	$3.999M	0.5%	$58.02	—	COM	78463M107
—	Check Point Software Technologies Ltd	9,200	$1.208M	0.2%	$49.69	—	COM	162825103
—	Freightos Ltd	500,000	$735K	0.1%	$3.04	—	COM	514051013
MSFT	Microsoft Corp	25,800	$9.617M	1.3%	$113.57	—	COM	594918104