April 27, 2026
Announcement
| A10 NETWORKS INC |
| AKAMAI TECHNOLOGIES INC |
| BOOZ ALLEN HAMILTON HOLDING CORP |
| CACI INTERNATIONAL INC -CL A |
| CHECK POINT SOFTWARE TECH L ORD |
| CROWDSTRIKE HOLDINGS INC |
| F5 INC |
| FASTLY INC - CLASS A |
| FORTINET INC |
| GDS HOLDINGS LTD |
| NEBIUS GROUP NV |
| NETSKOPE INC |
| NEXTDC LTD |
| OKTA INC |
| PALO ALTO NETWORKS INC |
| QUALYS INC |
| RUBRIK INC-A |
| SAILPOINT INC |
| SENTINELONE INC |
| TENABLE HOLDINGS INC |
| TREND MICRO INC |
| VARONIS SYSTEMS INC |
| VNET GROUP INC |
| ZSCALER INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.