The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| BACKBLAZE INC | COM CL A | 05637B105 | 2,128,684 | 229,384 | SH | SOLE | 229,384 | 0 | 0 | |||
| CCC INTELLIGENT SOLUTIONS HL | COM | 12510Q100 | 9,798,224 | 1,075,546 | SH | SOLE | 941,657 | 0 | 133,889 | |||
| CLEAN HARBORS INC | COM | 184496107 | 26,907,332 | 115,870 | SH | SOLE | 101,690 | 0 | 14,180 | |||
| CLEARWATER ANALYTICS HLDGS I | CL A | 185123106 | 12,212,027 | 677,693 | SH | SOLE | 658,522 | 0 | 19,171 | |||
| COHERENT CORP | COM | 19247G107 | 9,614,656 | 89,256 | SH | SOLE | 78,181 | 0 | 11,075 | |||
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | 12,605,021 | 86,567 | SH | SOLE | 76,374 | 0 | 10,193 | |||
| DOCUSIGN INC | COM | 256163106 | 20,438,596 | 283,515 | SH | SOLE | 249,036 | 0 | 34,479 | |||
| FLEX LTD | ORD | Y2573F102 | 49,240,645 | 849,416 | SH | SOLE | 708,753 | 0 | 140,663 | |||
| FORMFACTOR INC | COM | 346375108 | 35,260,424 | 968,161 | SH | SOLE | 851,140 | 0 | 117,021 | |||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 28,975,462 | 126,057 | SH | SOLE | 110,912 | 0 | 15,145 | |||
| INTERDIGITAL INC | COM | 45867G101 | 61,699,506 | 178,720 | SH | SOLE | 174,337 | 0 | 4,383 | |||
| JFROG LTD | ORD SHS | M6191J100 | 40,889,523 | 863,924 | SH | SOLE | 713,526 | 0 | 150,398 | |||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 35,615,751 | 423,644 | SH | SOLE | 371,067 | 0 | 52,577 | |||
| NCINO INC | COM | 63947X101 | 42,803,870 | 1,578,896 | SH | SOLE | 1,393,837 | 0 | 185,059 | |||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 10,418,006 | 57,110 | SH | SOLE | 49,295 | 0 | 7,815 | |||
| PEGASYSTEMS INC | COM | 705573103 | 79,592,593 | 1,384,219 | SH | SOLE | 1,223,476 | 0 | 160,743 | |||
| STRIDE INC | COM | 86333M108 | 12,351,297 | 82,928 | SH | SOLE | 73,024 | 0 | 9,904 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 2,430,102 | 8,701 | SH | SOLE | 8,701 | 0 | 0 | |||
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 69,557,155 | 962,063 | SH | SOLE | 937,978 | 0 | 24,085 | |||
| WIX.COM LTD | SHS | M98068105 | 58,632,644 | 330,083 | SH | SOLE | 273,317 | 0 | 56,766 | |||