 UNITEDHEALTH GROUP INCUNH |
| 6.57% | 6.68% | $7.8M | 20,000 | $8.0M | 20,000 | 00.00% | Unchanged |
| FFIVE9 INCFIVN |
| 5.37% | 6.12% | $6.4M | 40,000 | $7.3M | 40,000 | 00.00% | Unchanged |
 INTUITINTU |
| 5.35% | 4.83% | $6.4M | 11,800 | $5.8M | 11,800 | 00.00% | Unchanged |
 PALO ALTOPANW |
| 5.23% | 4.02% | $6.2M | 13,000 | $4.8M | 13,000 | 00.00% | Unchanged |
 MICROCHIP TECHNOLOGYMCHP |
| 5.03% | 4.87% | $6.0M | 39,000 | $5.8M | 39,000 | 00.00% | Unchanged |
 ARISTA NETWORKS INCANET |
| 4.62% | 4.84% | $5.5M | 16,000 | $5.8M | 16,000 | 00.00% | Unchanged |
 KLA CORPKLAC |
| 4.5% | 4.33% | $5.4M | 16,000 | $5.2M | 16,000 | 00.00% | Unchanged |
| LLABCORP HOLDINGS INCLH |
| 4.49% | 4.37% | $5.3M | 19,000 | $5.2M | 19,000 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 4.49% | 4.07% | $5.3M | 2,000 | $4.9M | 2,000 | 00.00% | Unchanged |
 BROADCOM INCAVGO |
| 4.07% | 3.98% | $4.8M | 10,000 | $4.8M | 10,000 | 00.00% | Unchanged |
| NNUANCE COMMUNICATIONS INC |
| 3.7% | 3.63% | $4.4M | 80,000 | $4.4M | 80,000 | 00.00% | Unchanged |
| RRINGCENTRAL INCRNG |
| 3.47% | 4.61% | $4.1M | 19,000 | $5.5M | 19,000 | 00.00% | Unchanged |
 CVS HEALTH CORPCVS |
| 3.21% | 3.13% | $3.8M | 45,000 | $3.8M | 45,000 | 00.00% | Unchanged |
 WORKDAY INCWDAY |
| 3.15% | 2.99% | $3.7M | 15,000 | $3.6M | 15,000 | 00.00% | Unchanged |
| FFIREEYE INC |
| 3.14% | 3.54% | $3.7M | 210,000 | $4.2M | 210,000 | 00.00% | Unchanged |
 AKAMAI TECHNOLOGIES INCAKAM |
| 3.08% | 3.4% | $3.7M | 35,000 | $4.1M | 35,000 | 00.00% | Unchanged |
 META PLATFORMS INCMETA |
| 2.85% | 2.9% | $3.4M | 10,000 | $3.5M | 10,000 | 00.00% | Unchanged |
 ANALOG DEVICES INC COMADI |
| 2.84% | — | $3.4M | 20,160 | $0 | 0 | +20,160 | New Buy |
 ALPHABET INCGOOGL |
| 2.69% | 2.52% | $3.2M | 1,203 | $3.0M | 1,203 | 00.00% | Unchanged |
| CCLOUDERA INC |
| 2.69% | 2.65% | $3.2M | 200,500 | $3.2M | 200,500 | 00.00% | Unchanged |
| MMAXLINEAR INCMXL |
| 2.48% | 2.13% | $3.0M | 60,000 | $2.5M | 60,000 | 00.00% | Unchanged |
| CCHEGG INC COMCHGG |
| 2.4% | 2.91% | $2.9M | 42,000 | $3.5M | 42,000 | 00.00% | Unchanged |
 CROWN CASTLE INC COMCCI |
| 2.18% | 2.44% | $2.6M | 15,000 | $2.9M | 15,000 | 00.00% | Unchanged |
| NNEW RELIC INCNEWREUR |
| 1.81% | 1.68% | $2.2M | 30,000 | $2.0M | 30,000 | 00.00% | Unchanged |
 UPWORK INCUPWK |
| 1.7% | 2.19% | $2.0M | 45,000 | $2.6M | 45,000 | 00.00% | Unchanged |
 OOMA INC COMOOMA |
| 1.56% | 1.57% | $1.9M | 100,000 | $1.9M | 100,000 | 00.00% | Unchanged |
 ALIBABA GROUP HLDG LTDBABA |
| 1.49% | 2.27% | $1.8M | 12,000 | $2.7M | 12,000 | 00.00% | Unchanged |
 GREEN DOT CORP CL AGDOT |
| 1.48% | 1.37% | $1.8M | 35,000 | $1.6M | 35,000 | 00.00% | Unchanged |
| NNATUS MED INC DEL COM |
| 1.48% | 1.52% | $1.8M | 70,000 | $1.8M | 70,000 | 00.00% | Unchanged |
| SSPLUNK INCORPORATEDSPLK |
| 1.46% | 1.45% | $1.7M | 12,000 | $1.7M | 12,000 | 00.00% | Unchanged |
| WWALKME LTD ORD SHS |
| 1.25% | — | $1.5M | 50,000 | $0 | 0 | +50,000 | New Buy |
| ZZUORA INCZUOUSD |
| 0.17% | 0.18% | $207,000 | 12,500 | $216,000 | 12,500 | 00.00% | Unchanged |
