 JFROG LTDFROG |
| 20% | 25.3% | $26.5M | 291,625 | $22.2M | 473,430 | -181,805-38.40% | Reduce |
 MONGODB INC CL AMDB |
| 17.38% | 22.88% | $23.0M | 68,550 | $20.1M | 82,105 | -13,555-16.51% | Reduce |
| MMKS INC.MKSI |
| 10.56% | 9.57% | $14.0M | 31,455 | $8.4M | 36,556 | -5,101-13.95% | Reduce |
 BELDEN INCBDC |
| 9.9% | 10.71% | $13.1M | 109,399 | $9.4M | 81,899 | +27,500+33.58% | Add |
| BBADGER METER INCBMI |
| 8.98% | — | $11.9M | 80,200 | $0 | 0 | +80,200 | New Buy |
| SSAMSARA INC CLASS AIOT |
| 6.91% | 7.37% | $9.2M | 282,249 | $6.5M | 204,248 | +78,001+38.19% | Add |
| RRUBRIK INC CLASS ARBRK |
| 6.86% | — | $9.1M | 113,187 | $0 | 0 | +113,187 | New Buy |
 ITRON INCITRI |
| 6.11% | — | $8.1M | 93,500 | $0 | 0 | +93,500 | New Buy |
| SSAILPOINT INC COMSAIL |
| 5.61% | 7.76% | $7.4M | 508,174 | $6.8M | 514,674 | -6,500-1.26% | Reduce |
| AADVANCED ENERGY INDS INCAEIS |
| 4.64% | — | $6.2M | 16,500 | $0 | 0 | +16,500 | New Buy |
| RRAMBUS INC DELRMBS |
| 3.06% | — | $4.0M | 30,500 | $0 | 0 | +30,500 | New Buy |
