13F HOLDINGS REPORT
Kopion Asset Management, LLC
Quarter ended Q1 2023 · Filed January 6, 2023 · Accession 0001728689-23-000001
Total Value
$98,880
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VARONIS SYS INC | VRNS | 434,882 | $10,411 | 10.53% |
| 2 | TECHNIPFMC PLC | FTI | 734,602 | $8,955 | 9.06% |
| 3 | MAGNITE INC | MGNI | 786,312 | $8,327 | 8.42% |
| 4 | NATIONAL INSTRS CORP | 636518102 | 210,701 | $7,775 | 7.86% |
| 5 | BORGWARNER INC | BWA | 189,302 | $7,619 | 7.71% |
| 6 | TENNANT CO | TNC | 118,876 | $7,319 | 7.40% |
| 7 | COHERENT CORP | COHR | 188,080 | $6,602 | 6.68% |
| 8 | ACI WORLDWIDE INC | ACIW | 251,638 | $5,788 | 5.85% |
| 9 | COGNEX CORP | CGNX | 109,370 | $5,152 | 5.21% |
| 10 | STRATASYS LTD | SSYS | 428,720 | $5,085 | 5.14% |
| 11 | PROS HOLDINGS INC | 74346Y103 | 204,031 | $4,950 | 5.01% |
| 12 | MIX TELEMATICS LTD | 60688N102 | 686,027 | $4,823 | 4.88% |
| 13 | TRUPANION INC | TRUP | 94,744 | $4,503 | 4.55% |
| 14 | ANSYS INC | 03662Q105 | 15,545 | $3,756 | 3.80% |
| 15 | HEXCEL CORP NEW | 428291108 | 55,003 | $3,237 | 3.27% |
| 16 | DENBURY INC | 24790A101 | 33,176 | $2,887 | 2.92% |
| 17 | SIMULATIONS PLUS INC | SLP | 35,296 | $1,291 | 1.31% |
| 18 | TYLER TECHNOLOGIES INC | TYL | 1,241 | $400 | 0.40% |