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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CSGS | CSG SYS INTL INC (PRN) | 0.68% | 5,000,000 | $6,091,111 | No Change | $1.22 | 13F | |
| RPD | RAPID7 INC (PRN) | 0.54% | 5,501,530 | $4,863,227 | No Change | $0.88 | 13F | |
| BSY | BENTLEY SYS INC (PRN) | 0.53% | 5,000,000 | $4,747,188 | No Change | $0.95 | 13F | |
| RDFN | REDFIN CORP (PRN) | 0.48% | 4,500,000 | $4,304,250 | No Change | $0.96 | 13F | |
| HALO | HALOZYME THERAPEUTICS INC (PRN) | 0.35% | 3,000,000 | $3,111,250 | No Change | $1.04 | 13F | |
| VRNS | VARONIS SYS INC (PRN) | 0.29% | 3,000,000 | $2,614,696 | No Change | $0.87 | 13F |