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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| FROG | JFROG LTD | 21.23% | 500,984 | $45,529,426 | -512,500 | -50.57% | $90.88 | 13F |
| JBL | JABIL INC | 11.8% | 65,664 | $25,312,159 | -189,950 | -74.31% | $385.48 | 13F |
| CLBT | CELLEBRITE DI LTD | 10.17% | 1,494,438 | $21,818,795 | -369,068 | -19.81% | $14.6 | 13F |
| TYL | TYLER TECHNOLOGIES INC | 9.22% | 67,606 | $19,772,051 | -32,835 | -32.69% | $292.46 | 13F |
| INTA | INTAPP INC | 9.21% | 783,868 | $19,761,311 | -1,228,095 | -61.04% | $25.21 | 13F |
| NOW | SERVICENOW INC | 9.1% | 196,540 | $19,512,491 | -156,216 | -44.28% | $99.28 | 13F |
| PCOR | PROCORE TECHNOLOGIES INC | 7.98% | 421,489 | $17,120,883 | -258,061 | -37.98% | $40.62 | 13F |
| ALKT | ALKAMI TECHNOLOGY INC | 5.95% | 704,497 | $12,765,486 | -691,541 | -49.54% | $18.12 | 13F |
| DSGX | DESCARTES SYS GROUP INC | 5.48% | 169,619 | $11,744,420 | -137,860 | -44.84% | $69.24 | 13F |
| TDG | TRANSDIGM GROUP INC | 5.02% | 8,081 | $10,764,215 | -23,379 | -74.31% | $1332.04 | 13F |
| TW | TRADEWEB MKTS INC | 2.68% | 57,636 | $5,744,004 | -166,722 | -74.31% | $99.66 | 13F |
| WK | WORKIVA INC | 2.15% | 95,218 | $4,619,025 | -55,191 | -36.69% | $48.51 | 13F |