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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | 2.18% | 717,799 | $133,991,539 | 717,799 | New | $186.67 | 13F |
| NOW | SERVICENOW INC | 1.87% | 1,096,099 | $114,597,150 | 1,096,099 | New | $104.55 | 13F |
| CRM | SALESFORCE INC (Call) | 0.3% | 100,000 | $18,667,000 | 100,000 | New | $186.67 | 13F |
| PRM | PERIMETER SOLUTIONS INC | 0.1% | 250,000 | $6,105,000 | 250,000 | New | $24.42 | 13F |