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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| JBL | JABIL INC | 16.22% | 255,614 | $67,898,747 | -93,366 | -26.75% | $265.63 | 13F |
| INTA | INTAPP INC | 12.35% | 2,011,963 | $51,687,329 | 170,113 | 9.24% | $25.69 | 13F |
| FROG | JFROG LTD | 11.36% | 1,013,484 | $47,562,804 | -497,806 | -32.94% | $46.93 | 13F |
| PCOR | PROCORE TECHNOLOGIES INC | 9.25% | 679,550 | $38,734,350 | 20,099 | 3.05% | $57 | 13F |
| NOW | SERVICENOW INC | 8.81% | 352,756 | $36,880,640 | 12,951 | 3.81% | $104.55 | 13F |
| TDG | TRANSDIGM GROUP INC | 8.71% | 31,460 | $36,460,882 | 5,260 | 20.08% | $1158.96 | 13F |
| TYL | TYLER TECHNOLOGIES INC | 8.22% | 100,441 | $34,388,990 | 43,378 | 76.02% | $342.38 | 13F |
| TW | TRADEWEB MKTS INC | 6.31% | 224,358 | $26,397,962 | 37,518 | 20.08% | $117.66 | 13F |
| CLBT | CELLEBRITE DI LTD | 6.14% | 1,863,506 | $25,679,113 | 678,232 | 57.22% | $13.78 | 13F |
| DSGX | DESCARTES SYS GROUP INC | 5.26% | 307,479 | $22,003,197 | 141,291 | 85.02% | $71.56 | 13F |
| ALKT | ALKAMI TECHNOLOGY INC | 5.23% | 1,396,038 | $21,875,915 | -891,058 | -38.96% | $15.67 | 13F |
| WK | WORKIVA INC | 2.14% | 150,409 | $8,968,889 | 9,982 | 7.11% | $59.63 | 13F |