<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>BUG filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of BUG compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.</description><link>https://themulden.com/</link><language>en</language><item><title>BUG: filing for 2026-05-31 -- 3 added, 1 dropped, turnover 17%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>29 positions became 31: 3 added (5.75% of the fund), 1 dropped (4.34%). Turnover proxy 17%. Largest increases: Netskope Inc 1.44% to 4.07%; OKTA, INC. 5% to 7.46%; CROWDSTRIKE HOLDINGS, INC. 5.51% to 7.31%; SAILPOINT, INC. 4.18% to 5.51%; ZSCALER, INC. 3.65% to 4.76%; RUBRIK, INC. 4.3% to 4.94%. Largest decreases: PALO ALTO NETWORKS, INC. 10.71% to 7%; CHECK POINT SOFTWARE TECHNOLOGIES LTD. 6.11% to 4.01%; AKAMAI TECHNOLOGIES, INC. 7.98% to 6.47%; SentinelOne Inc 4.75% to 3.91%; GEN DIGITAL INC. 5.25% to 4.47%; Digital Arts Inc. 1.23% to 0.56%. New: COMMVAULT SYSTEMS, INC. (4.01%), Gorilla Technology Group Inc (0.88%), NCC GROUP PLC (0.85%). Gone: BlackBerry Limited (4.34%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 Jul 2026 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2026-02-28 -- 0 added, 1 dropped, turnover 12.3%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>30 positions became 29: 0 added (0% of the fund), 1 dropped (5.73%). Turnover proxy 12.3%. Largest increases: PALO ALTO NETWORKS, INC. 5.64% to 10.71%; AKAMAI TECHNOLOGIES, INC. 5.77% to 7.98%; FORTINET, INC. 6.32% to 7.74%; A10 NETWORKS, INC. 2.37% to 3.35%; OKTA, INC. 4.4% to 5%; RADWARE LTD. 1.88% to 2.4%. Largest decreases: ZSCALER, INC. 4.96% to 3.65%; RAPID7, INC. 1.95% to 0.98%; Qualys Inc 4.51% to 3.72%; Trend Micro Incorporated 4.63% to 3.88%; VARONIS SYSTEMS, INC. 4.56% to 4.01%; Netskope Inc 1.94% to 1.44%. Gone: CYBERARK SOFTWARE LTD. (5.73%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 29 Apr 2026 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2025-11-30 -- 6 added, 0 dropped, turnover 15.2%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>24 positions became 30: 6 added (9.84% of the fund), 0 dropped (0%). Turnover proxy 15.2%. Largest increases: FORTINET, INC. 4.34% to 6.32%; Trend Micro Incorporated 3.26% to 4.63%; CHECK POINT SOFTWARE TECHNOLOGIES LTD. 5.18% to 5.96%; CROWDSTRIKE HOLDINGS, INC. 5.62% to 6%; SentinelOne Inc 4.37% to 4.66%; TENABLE HOLDINGS, INC. 4.33% to 4.56%. Largest decreases: ZSCALER, INC. 7% to 4.96%; RAPID7, INC. 3.81% to 1.95%; A10 NETWORKS, INC. 4.05% to 2.37%; RADWARE LTD. 3.33% to 1.88%; VARONIS SYSTEMS, INC. 5.95% to 4.56%; Digital Arts Inc. 2.34% to 1.24%. New: AKAMAI TECHNOLOGIES, INC. (5.77%), Netskope Inc (1.94%), FFRI Security Inc (0.9%), Arqit Quantum Inc (0.84%), Amiya Corp (0.29%), N/A (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 29 Jan 2026 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2025-08-31 -- 0 added, 1 dropped, turnover 5.1%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>25 positions became 24: 0 added (0% of the fund), 1 dropped (0.08%). Turnover proxy 5.1%. Largest increases: VARONIS SYSTEMS, INC. 4.72% to 5.95%; CYBERARK SOFTWARE LTD. 4.59% to 5.54%; SailPoint Inc 4.26% to 5.08%; TELOS CORPORATION 0.26% to 0.64%; GEN DIGITAL INC. 4.7% to 5.08%; SentinelOne Inc 4.01% to 4.37%. Largest decreases: Trend Micro Incorporated 4.5% to 3.26%; FORTINET, INC. 5.5% to 4.34%; CHECK POINT SOFTWARE TECHNOLOGIES LTD. 6.02% to 5.18%; CROWDSTRIKE HOLDINGS, INC. 6.15% to 5.62%; OKTA, INC. 5.19% to 4.76%; RAPID7, INC. 4.14% to 3.81%. Gone: N/A (0.08%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 30 Oct 2025 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2025-05-31 -- 3 added, 0 dropped, turnover 20.1%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>22 positions became 25: 3 added (14.89% of the fund), 0 dropped (0%). Turnover proxy 20.1%. Largest increases: VARONIS SYSTEMS, INC. 3.44% to 4.72%; RAPID7, INC. 2.9% to 4.14%; ZSCALER, INC. 5.84% to 6.84%; SentinelOne Inc 3.23% to 4.01%; TENABLE HOLDINGS, INC. 3.89% to 4.43%; Qualys Inc 4.45% to 4.61%. Largest decreases: AHNLAB,INC. 4.83% to 1.51%; Digital Arts Inc. 4.75% to 2.2%; ONESPAN INC. 3.88% to 1.85%; TELOS CORPORATION 2.17% to 0.26%; FORTINET, INC. 7.39% to 5.5%; A10 NETWORKS, INC. 5.73% to 3.89%. New: Rubrik Inc (5.66%), BlackBerry Limited (4.96%), SailPoint Inc (4.26%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 30 Jul 2025 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2025-02-28 -- 1 added, 0 dropped, turnover 7.1%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>21 positions became 22: 1 added (0.14% of the fund), 0 dropped (0%). Turnover proxy 7.1%. Largest increases: Trend Micro Incorporated 4.22% to 5.55%; CHECK POINT SOFTWARE TECHNOLOGIES LTD. 5.72% to 6.84%; A10 NETWORKS, INC. 4.75% to 5.73%; FORTINET, INC. 6.58% to 7.39%; AHNLAB,INC. 4.05% to 4.83%; CROWDSTRIKE HOLDINGS, INC. 6.35% to 7.06%. Largest decreases: RAPID7, INC. 4.3% to 2.9%; SentinelOne Inc 4.42% to 3.23%; Qualys Inc 5.26% to 4.45%; GEN DIGITAL INC. 5.77% to 5.05%; VARONIS SYSTEMS, INC. 4.05% to 3.44%; ONESPAN INC. 4.43% to 3.88%. New: N/A (0.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 29 Apr 2025 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2024-11-30 -- 0 added, 2 dropped, turnover 13.6%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>23 positions became 21: 0 added (0% of the fund), 2 dropped (7.66%). Turnover proxy 13.6%. Largest increases: Digital Arts Inc. 2.37% to 4.75%; Qualys Inc 3.15% to 5.26%; AHNLAB,INC. 2.25% to 4.05%; Hennge KK 1.37% to 2.94%; CROWDSTRIKE HOLDINGS, INC. 5.09% to 6.35%; ONESPAN INC. 3.36% to 4.43%. Largest decreases: CHECK POINT SOFTWARE TECHNOLOGIES LTD. 7.18% to 5.72%; VARONIS SYSTEMS, INC. 5.36% to 4.05%; PALO ALTO NETWORKS, INC. 6.85% to 5.86%; RADWARE LTD. 5.04% to 4.31%; Trend Micro Incorporated 4.9% to 4.22%; CYBERARK SOFTWARE LTD. 5.14% to 4.78%. Gone: DARKTRACE PLC (4.29%), BlackBerry Limited (3.37%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Jan 2025 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2024-08-31 -- 0 added, 1 dropped, turnover 7.5%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>24 positions became 23: 0 added (0% of the fund), 1 dropped (0.4%). Turnover proxy 7.5%. Largest increases: CHECK POINT SOFTWARE TECHNOLOGIES LTD. 6.16% to 7.18%; FORTINET, INC. 5.56% to 6.56%; SentinelOne Inc 3.59% to 4.58%; VARONIS SYSTEMS, INC. 4.46% to 5.36%; Trend Micro Incorporated 4.05% to 4.9%; PALO ALTO NETWORKS, INC. 6.11% to 6.85%. Largest decreases: CROWDSTRIKE HOLDINGS, INC. 6.32% to 5.09%; OKTA, INC. 5.68% to 4.6%; BlackBerry Limited 4.38% to 3.37%; A10 NETWORKS, INC. 4.53% to 3.76%; Qualys Inc 3.89% to 3.15%; TELOS CORPORATION 2.01% to 1.47%. Gone: N/A (0.4%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 30 Oct 2024 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2024-05-31 -- 1 added, 2 dropped, turnover 11.5%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>25 positions became 24: 1 added (0.4% of the fund), 2 dropped (5.09%). Turnover proxy 11.5%. Largest increases: BlackBerry Limited 2.43% to 4.38%; RADWARE LTD. 3.6% to 5.14%; ONESPAN INC. 1.72% to 3.02%; DARKTRACE PLC 3.4% to 4.58%; CHECK POINT SOFTWARE TECHNOLOGIES LTD. 5.09% to 6.16%; TELOS CORPORATION 1.14% to 2.01%. Largest decreases: SentinelOne Inc 6.04% to 3.59%; CROWDSTRIKE HOLDINGS, INC. 7.71% to 6.32%; ZSCALER, INC. 6.61% to 5.89%; VARONIS SYSTEMS, INC. 4.95% to 4.46%; CYBERARK SOFTWARE LTD. 4.93% to 4.5%; RAPID7, INC. 4.03% to 3.71%. New: N/A (0.4%). Gone: United States of America (4.77%), Arqit Quantum Inc (0.32%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 30 Jul 2024 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2024-02-29 -- 1 added, 0 dropped, turnover 9.5%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>24 positions became 25: 1 added (4.77% of the fund), 0 dropped (0%). Turnover proxy 9.5%. Largest increases: OKTA, INC. 3.84% to 5.12%; SentinelOne Inc 4.9% to 6.04%; CROWDSTRIKE HOLDINGS, INC. 6.73% to 7.71%; CYBERARK SOFTWARE LTD. 4.47% to 4.93%; FORTINET, INC. 4.73% to 5.2%; ZSCALER, INC. 6.44% to 6.61%. Largest decreases: BlackBerry Limited 3.85% to 2.43%; GEN DIGITAL INC. 6.67% to 5.44%; Qualys Inc 4.71% to 3.66%; Trend Micro Incorporated 5.18% to 4.22%; PALO ALTO NETWORKS, INC. 6.11% to 5.37%; Digital Arts Inc. 2.48% to 1.88%. New: United States of America (4.77%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Apr 2024 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2023-11-30 -- 1 added, 0 dropped, turnover 9.2%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>23 positions became 24: 1 added (1.46% of the fund), 0 dropped (0%). Turnover proxy 9.2%. Largest increases: GEN DIGITAL INC. 4.59% to 6.67%; Trend Micro Incorporated 3.19% to 5.18%; TELOS CORPORATION 0.4% to 1.53%; SentinelOne Inc 3.92% to 4.9%; A10 NETWORKS, INC. 3.98% to 4.47%; AHNLAB,INC. 2.52% to 2.91%. Largest decreases: ZSCALER, INC. 8.86% to 6.44%; OKTA, INC. 5.72% to 3.84%; BlackBerry Limited 4.75% to 3.85%; Darktrace PLC 4.64% to 3.96%; Qualys Inc 5.37% to 4.71%; PALO ALTO NETWORKS, INC. 6.76% to 6.11%. New: Hennge KK (1.46%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 29 Jan 2024 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2023-08-31 -- 0 added, 0 dropped, turnover 5.7%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>23 positions became 23: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 5.7%. Largest increases: Darktrace PLC 3.68% to 4.64%; ZSCALER, INC. 7.93% to 8.86%; Qualys Inc 4.49% to 5.37%; VARONIS SYSTEMS, INC. 4.51% to 5.31%; PALO ALTO NETWORKS, INC. 6.12% to 6.76%; GEN DIGITAL INC. 4.1% to 4.59%. Largest decreases: SentinelOne Inc 5.19% to 3.92%; FORTINET, INC. 5.73% to 4.9%; OKTA, INC. 6.42% to 5.72%; ONESPAN INC. 3.21% to 2.52%; RADWARE LTD. 4.17% to 3.56%; Digital Arts Inc. 2.95% to 2.35%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 30 Oct 2023 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2023-05-31 -- 0 added, 1 dropped, turnover 13.9%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>24 positions became 23: 0 added (0% of the fund), 1 dropped (5.87%). Turnover proxy 13.9%. Largest increases: ZSCALER, INC. 5.38% to 7.93%; CROWDSTRIKE HOLDINGS, INC. 4.58% to 6.97%; SentinelOne Inc 3.22% to 5.19%; ONESPAN INC. 1.97% to 3.21%; BlackBerry Limited 3.66% to 4.71%; Digital Arts Inc. 2.07% to 2.95%. Largest decreases: RAPID7, INC. 6.32% to 4.03%; VARONIS SYSTEMS, INC. 6.42% to 4.51%; FORTINET, INC. 6.96% to 5.73%; GEN DIGITAL INC. 4.84% to 4.1%; PALO ALTO NETWORKS, INC. 6.77% to 6.12%; TELOS CORPORATION 0.98% to 0.51%. Gone: United States of America (5.87%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Jul 2023 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2023-02-28 -- 1 added, 0 dropped, turnover 11.2%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>23 positions became 24: 1 added (5.87% of the fund), 0 dropped (0%). Turnover proxy 11.2%. Largest increases: RAPID7, INC. 4.21% to 6.32%; OKTA, INC. 4.59% to 5.73%; VARONIS SYSTEMS, INC. 5.4% to 6.42%; TENABLE HOLDINGS, INC. 4.56% to 4.93%; FORTINET, INC. 6.67% to 6.96%; PALO ALTO NETWORKS, INC. 6.54% to 6.77%. Largest decreases: Arqit Quantum Inc 3.67% to 0.55%; BlackBerry Limited 4.93% to 3.66%; GEN DIGITAL INC. 6.1% to 4.84%; Darktrace PLC 4.58% to 3.36%; A10 NETWORKS, INC. 4.64% to 3.52%; CHECK POINT SOFTWARE TECHNOLOGIES LTD. 6.13% to 5.33%. New: United States of America (5.87%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 01 May 2023 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2022-11-30 -- 2 added, 7 dropped, turnover 27.9%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>28 positions became 23: 2 added (8.59% of the fund), 7 dropped (23.48%). Turnover proxy 27.9%. Largest increases: A10 NETWORKS, INC. 1.23% to 4.64%; RADWARE LTD. 1.13% to 3.68%; VARONIS SYSTEMS, INC. 3.3% to 5.4%; GEN DIGITAL INC. 4.21% to 6.1%; FORTINET, INC. 5.13% to 6.67%; ONESPAN INC. 0.54% to 1.96%. Largest decreases: CROWDSTRIKE HOLDINGS, INC. 6.05% to 4.79%; SentinelOne Inc 4.19% to 3.13%; Trend Micro Incorporated 4.96% to 4.27%; Qualys Inc 5.22% to 4.74%; OKTA, INC. 4.93% to 4.59%; Darktrace PLC 4.9% to 4.58%. New: BlackBerry Limited (4.93%), Arqit Quantum Inc (3.67%). Gone: United States of America (9.17%), AVAST PLC (5.71%), Mandiant, Inc. (4.62%), PING IDENTITY HOLDING CORP. (2.78%), ABSOLUTE SOFTWARE CORPORATION (0.64%), SecureWorks Corp (0.29%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Jan 2023 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2022-08-31 -- 1 added, 2 dropped, turnover 13.4%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>29 positions became 28: 1 added (9.17% of the fund), 2 dropped (5.39%). Turnover proxy 13.4%. Largest increases: AVAST PLC 4.55% to 5.71%; Darktrace PLC 4.08% to 4.9%; PING IDENTITY HOLDING CORP. 2% to 2.78%; Qualys Inc 4.81% to 5.22%; CROWDSTRIKE HOLDINGS, INC. 5.67% to 6.05%; SentinelOne Inc 3.91% to 4.19%. Largest decreases: FORTINET, INC. 6.64% to 5.13%; TENABLE HOLDINGS, INC. 4.69% to 3.45%; RAPID7, INC. 4.36% to 3.3%; VARONIS SYSTEMS, INC. 4.28% to 3.3%; CHECK POINT SOFTWARE TECHNOLOGIES LTD. 6.53% to 5.86%; NORTONLIFELOCK INC. 4.86% to 4.21%. New: United States of America (9.17%). Gone: SAILPOINT TECHNOLOGIES HOLDINGS, INC. (4.78%), Tufin Software Technologies Ltd (0.61%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Oct 2022 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2022-05-31 -- 0 added, 3 dropped, turnover 13.6%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>32 positions became 29: 0 added (0% of the fund), 3 dropped (8.05%). Turnover proxy 13.6%. Largest increases: SentinelOne Inc 1.42% to 3.91%; SAILPOINT TECHNOLOGIES HOLDINGS, INC. 3.16% to 4.78%; CROWDSTRIKE HOLDINGS, INC. 4.6% to 5.67%; Mandiant, Inc. 3.89% to 4.78%; VARONIS SYSTEMS, INC. 3.4% to 4.28%; Qualys Inc 3.98% to 4.81%. Largest decreases: PALO ALTO NETWORKS, INC. 7.93% to 6.09%; CHECK POINT SOFTWARE TECHNOLOGIES LTD. 8.24% to 6.53%; Avast PLC 5.47% to 4.55%; NORTONLIFELOCK INC. 5.74% to 4.86%; TENABLE HOLDINGS, INC. 4.85% to 4.69%; FORTINET, INC. 6.71% to 6.64%. Gone: MIMECAST LIMITED (4.31%), MCAFEE CORP. (3.6%), VIRNETX HOLDING CORPORATION (0.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 29 Jul 2022 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2022-02-28 -- 0 added, 3 dropped, turnover 6.6%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>35 positions became 32: 0 added (0% of the fund), 3 dropped (0.38%). Turnover proxy 6.6%. Largest increases: CHECK POINT SOFTWARE TECHNOLOGIES LTD. 6.16% to 8.24%; NORTONLIFELOCK INC. 4.78% to 5.74%; PALO ALTO NETWORKS, INC. 7.09% to 7.93%; Mandiant, Inc. 3.21% to 3.89%; TENABLE HOLDINGS, INC. 4.21% to 4.85%; FORTINET, INC. 6.29% to 6.71%. Largest decreases: ZSCALER, INC. 6.7% to 4.75%; SAILPOINT TECHNOLOGIES HOLDINGS, INC. 3.87% to 3.16%; OKTA, INC. 5.39% to 4.71%; RAPID7, INC. 4.36% to 3.75%; VARONIS SYSTEMS, INC. 3.92% to 3.4%; CROWDSTRIKE HOLDINGS, INC. 4.97% to 4.6%. Gone: ZIX CORPORATION (0.38%), JAPANESE YEN (0%), U.S. DOLLARS (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Apr 2022 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2021-11-30 -- 6 added, 4 dropped, turnover 16.1%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>33 positions became 35: 6 added (8.65% of the fund), 4 dropped (8.81%). Turnover proxy 16.1%. Largest increases: CHECK POINT SOFTWARE TECHNOLOGIES LTD. 4.83% to 6.16%; MIMECAST LIMITED 3.37% to 4.27%; Trend Micro Incorporated 3.96% to 4.82%; PALO ALTO NETWORKS, INC. 6.3% to 7.09%; TENABLE HOLDINGS, INC. 3.51% to 4.21%; SAILPOINT TECHNOLOGIES HOLDINGS, INC. 3.23% to 3.87%. Largest decreases: CROWDSTRIKE HOLDINGS, INC. 6.93% to 4.97%; VARONIS SYSTEMS, INC. 5.06% to 3.92%; ZSCALER, INC. 7.67% to 6.7%; TELOS CORPORATION 1.62% to 0.83%; FORTINET, INC. 7.04% to 6.29%; CYBERARK SOFTWARE LTD. 4.92% to 4.26%. New: Darktrace PLC (3.36%), Mandiant, Inc. (3.21%), SentinelOne Inc (1.78%), SecureWorks Corp (0.3%), JAPANESE YEN (0%), U.S. DOLLARS (0%). Gone: PROOFPOINT, INC. (3.54%), FIREEYE, INC. (3.25%), United States of America (1.92%), INTRUSION INC. (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Jan 2022 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2021-08-31 -- 1 added, 0 dropped, turnover 7.8%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>32 positions became 33: 1 added (1.92% of the fund), 0 dropped (0%). Turnover proxy 7.8%. Largest increases: ZSCALER, INC. 6.45% to 7.67%; FORTINET, INC. 5.88% to 7.04%; RAPID7, INC. 4.16% to 5.02%; VARONIS SYSTEMS, INC. 4.26% to 5.06%; MIMECAST LIMITED 2.9% to 3.37%; CYBERARK SOFTWARE LTD. 4.47% to 4.92%. Largest decreases: FIREEYE, INC. 4.82% to 3.25%; NORTONLIFELOCK INC. 5.54% to 4.41%; PROOFPOINT, INC. 4.19% to 3.54%; SAILPOINT TECHNOLOGIES HOLDINGS, INC. 3.86% to 3.23%; CHECK POINT SOFTWARE TECHNOLOGIES LTD. 5.42% to 4.83%; TENABLE HOLDINGS, INC. 3.98% to 3.51%. New: United States of America (1.92%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Oct 2021 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2021-05-31 -- 5 added, 0 dropped, turnover 11.8%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>27 positions became 32: 5 added (6.92% of the fund), 0 dropped (0%). Turnover proxy 11.8%. Largest increases: NORTONLIFELOCK INC. 3.4% to 5.54%; Trend Micro Incorporated 3.16% to 4.43%; CHECK POINT SOFTWARE TECHNOLOGIES LTD. 4.65% to 5.42%; Avast PLC 3.76% to 4.43%. Largest decreases: PALO ALTO NETWORKS, INC. 7.5% to 5.98%; CROWDSTRIKE HOLDINGS, INC. 7.95% to 6.6%; FORTINET, INC. 7.22% to 5.88%; VARONIS SYSTEMS, INC. 5.58% to 4.26%; CYBERARK SOFTWARE LTD. 5.19% to 4.47%; SAILPOINT TECHNOLOGIES HOLDINGS, INC. 4.57% to 3.86%. New: MCAFEE CORP. (3.68%), TELOS CORPORATION (1.95%), Absolute Software Corp (0.61%), INTRUSION INC. (0.4%), Cyber Security Cloud Inc (0.27%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Jul 2021 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2021-02-28 -- 0 added, 1 dropped, turnover 7%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>28 positions became 27: 0 added (0% of the fund), 1 dropped (1.1%). Turnover proxy 7%. Largest increases: CROWDSTRIKE HOLDINGS, INC. 6.49% to 7.95%; VARONIS SYSTEMS, INC. 4.23% to 5.58%; FORTINET, INC. 6.06% to 7.22%; ZSCALER, INC. 6.1% to 6.99%; CYBERARK SOFTWARE LTD. 4.67% to 5.19%; FIREEYE, INC. 4.39% to 4.91%. Largest decreases: CHECK POINT SOFTWARE TECHNOLOGIES LTD. 5.71% to 4.65%; Trend Micro Incorporated 4.12% to 3.16%; Avast PLC 4.59% to 3.76%; MIMECAST LIMITED 3.8% to 3.14%; RAPID7, INC. 4.82% to 4.27%; Qualys Inc 4.47% to 3.96%. Gone: MobileIron Inc (1.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Apr 2021 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2020-11-30 -- 0 added, 0 dropped, turnover 8.2%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>28 positions became 28: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 8.2%. Largest increases: PROOFPOINT, INC. 3% to 4.6%; PALO ALTO NETWORKS, INC. 5.79% to 7.08%; Qualys Inc 3.34% to 4.47%; CYBERARK SOFTWARE LTD. 3.72% to 4.67%; FORTINET, INC. 5.42% to 6.06%; RAPID7, INC. 4.22% to 4.82%. Largest decreases: ZSCALER, INC. 9.46% to 6.1%; NORTONLIFELOCK INC. 4.89% to 3.67%; PING IDENTITY HOLDING CORP. 3.57% to 2.41%; VARONIS SYSTEMS, INC. 5.04% to 4.23%; Tenable Holdings Inc 4.79% to 4.07%; SAILPOINT TECHNOLOGIES HOLDINGS, INC. 4.6% to 4.33%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 27 Jan 2021 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2020-08-31 -- 0 added, 0 dropped, turnover 6.3%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>28 positions became 28: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 6.3%. Largest increases: ZSCALER, INC. 7.62% to 9.46%; SAILPOINT TECHNOLOGIES HOLDINGS, INC. 3.14% to 4.6%; CROWDSTRIKE HOLDINGS, INC. 5.07% to 6.17%; VARONIS SYSTEMS, INC. 4.06% to 5.04%; RAPID7, INC. 3.77% to 4.22%; MobileIron Inc 0.79% to 0.98%. Largest decreases: FORTINET, INC. 6.73% to 5.42%; Qualys Inc 4.28% to 3.34%; PROOFPOINT, INC. 3.73% to 3%; NORTONLIFELOCK INC. 5.58% to 4.89%; PALO ALTO NETWORKS, INC. 6.24% to 5.79%; OKTA, INC. 6.73% to 6.3%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Oct 2020 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2020-05-31 -- 1 added, 2 dropped, turnover 11.2%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>29 positions became 28: 1 added (3.45% of the fund), 2 dropped (2.8%). Turnover proxy 11.2%. Largest increases: CROWDSTRIKE HOLDINGS, INC. 2.11% to 5.07%; ZSCALER, INC. 5.68% to 7.62%; PALO ALTO NETWORKS, INC. 5.2% to 6.24%; Tenable Holdings Inc 4.07% to 4.69%; Digital Arts Inc. 1.16% to 1.69%; NORTONLIFELOCK INC. 5.33% to 5.58%. Largest decreases: Trend Micro Incorporated 6.27% to 4.21%; FORTINET, INC. 8.02% to 6.73%; CYBERARK SOFTWARE LTD. 4.95% to 4.1%; OKTA, INC. 7.52% to 6.73%; SAILPOINT TECHNOLOGIES HOLDINGS, INC. 3.86% to 3.14%; PROOFPOINT, INC. 4.44% to 3.73%. New: PING IDENTITY HOLDING CORP. (3.45%). Gone: FORESCOUT TECHNOLOGIES, INC. (2.57%), FFRI Inc (0.23%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Jul 2020 12:00:00 GMT</pubDate></item><item><title>BUG: filing for 2020-02-29 -- 0 added, 2 dropped, turnover 7%</title><link>https://themulden.com/funds/bug/</link><guid isPermaLink="true">https://themulden.com/funds/bug/</guid><description>31 positions became 29: 0 added (0% of the fund), 2 dropped (5.25%). Turnover proxy 7%. Largest increases: OKTA, INC. 6.51% to 7.52%; FORTINET, INC. 7.05% to 8.02%; Zscaler Inc 4.86% to 5.68%; Varonis Systems Inc 3.46% to 4.16%; SAILPOINT TECHNOLOGIES HOLDINGS, INC. 3.26% to 3.86%; Trend Micro Incorporated 5.86% to 6.27%. Largest decreases: NORTONLIFELOCK INC. 5.96% to 5.33%; FIREEYE, INC. 4.34% to 4.01%; Tufin Software Technologies Ltd 0.95% to 0.68%; PALO ALTO NETWORKS, INC. 5.46% to 5.2%; RAPID7, INC. 4.01% to 3.87%; FFRI Inc 0.31% to 0.23%. Gone: SOPHOS GROUP PLC (4.08%), CARBONITE, INC. (1.16%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Apr 2020 12:00:00 GMT</pubDate></item></channel></rss>