|
CLS
|
US |
CELESTICA INC |
465,700 |
$43M |
7.03% |
-6.1%
|
- |
|
FN
|
US |
FABRINET |
178,550 |
$39M |
6.42% |
-2.7%
|
- |
|
PEGA
|
US |
PEGASYSTEMS INC |
347,500 |
$32M |
5.30% |
-
|
- |
|
SMCI
|
US |
SUPER MICRO COMPUTER INC |
754,500 |
$23M |
3.77% |
772.8%
|
- |
|
DSGX
|
US |
DESCARTES SYSTEMS GRP/THE |
190,000 |
$22M |
3.53% |
-9.5%
|
- |
|
SIMO
|
US |
SILICON MOTION TECHNOL-ADR |
384,906 |
$21M |
3.40% |
-
|
- |
|
VRNS
|
US |
VARONIS SYSTEMS INC |
443,500 |
$20M |
3.22% |
-3.3%
|
- |
|
RDWR
|
US |
RADWARE LTD |
725,000 |
$16M |
2.66% |
-3.3%
|
- |
|
CYBR
|
US |
CYBERARK SOFTWARE LTD/ISRAEL |
47,300 |
$16M |
2.58% |
-2.1%
|
- |
|
CCOI
|
US |
COGENT COMMUNICATIONS HOLDIN |
200,600 |
$15M |
2.53% |
-
|
- |
|
ARLO
|
US |
ARLO TECHNOLOGIES INC |
1,277,000 |
$14M |
2.34% |
-
|
- |
|
AVPT
|
US |
AVEPOINT INC |
700,000 |
$12M |
1.89% |
-
|
- |
|
KLIC
|
US |
KULICKE & SOFFA INDUSTRIES |
248,100 |
$12M |
1.89% |
39.3%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
25,245 |
$11M |
1.74% |
-2.9%
|
- |
|
HLIT
|
US |
HARMONIC INC |
785,000 |
$10M |
1.70% |
-
|
- |
|
DRS
|
US |
LEONARDO DRS INC |
320,000 |
$10M |
1.69% |
-4.5%
|
- |
|
CEVA
|
US |
CEVA INC |
325,000 |
$10M |
1.68% |
-
|
- |
|
TSEM
|
US |
TOWER SEMICONDUCTOR LTD |
198,000 |
$10M |
1.67% |
-
|
- |
|
VICR
|
US |
VICOR CORP |
200,000 |
$10M |
1.58% |
-
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
43,700 |
$10M |
1.57% |
-
|
- |