| IIMPINJ INCPI |
| 15.09% | 13.6% | $5.4M | 37,455 | $7.2M | 70,207 | -32,752-46.65% | Reduce |
 SITIME CORPSITM |
| 14.93% | 10.58% | $5.3M | 7,117 | $5.6M | 16,242 | -9,125-56.18% | Reduce |
 EVERQUOTE INCEVER |
| 11.05% | 8.64% | $3.9M | 165,094 | $4.6M | 297,024 | -131,930-44.42% | Reduce |
 KORNIT DIGITAL LTDKRNT |
| 9.94% | 6.59% | $3.5M | 217,403 | $3.5M | 238,437 | -21,034-8.82% | Reduce |
| IINTERDIGITAL INCIDCC |
| 8.92% | — | $3.2M | 11,200 | $0 | 0 | +11,200 | New Buy |
| FFABRINETFN |
| 8.48% | 12.81% | $3.0M | 5,363 | $6.8M | 13,021 | -7,658-58.81% | Reduce |
| AAMPLITUDE INCAMPL |
| 7.89% | 4.1% | $2.8M | 366,751 | $2.2M | 318,823 | +47,928+15.03% | Add |
| EELASTIC N VESTC |
| 7.46% | 11.56% | $2.7M | 46,507 | $6.1M | 122,548 | -76,041-62.05% | Reduce |
 TWILIO INCTWLO |
| 6.97% | 8.78% | $2.5M | 11,999 | $4.7M | 36,999 | -25,000-67.57% | Reduce |
| AAMBIQ MICRO INC COMMON STOCKAMBQ |
| 4.78% | 1.02% | $1.7M | 19,225 | $539,251 | 21,222 | -1,997-9.41% | Reduce |
| HHARMONIC INCHLIT |
| 4.49% | 9.57% | $1.6M | 97,755 | $5.1M | 565,065 | -467,310-82.70% | Reduce |
