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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TYL | TYLER TECHNOLOGIES INC | 9.9% | 245,043 | $71,665,276 | 193,668 | 376.97% | $292.46 | 13F |
| COMP | COMPASS INC | 6.83% | 4,012,399 | $49,472,880 | 2,015,000 | 100.88% | $12.33 | 13F |
| WBI | WATERBRIDGE INFRASTRUCTURE L | 5.12% | 1,082,533 | $37,098,406 | 97,959 | 9.95% | $34.27 | 13F |
| NCNO | NCINO INC | 2.39% | 1,056,592 | $17,275,279 | 51,450 | 5.12% | $16.35 | 13F |
| APPF | APPFOLIO INC | 1.62% | 73,000 | $11,705,550 | 20,000 | 37.74% | $160.35 | 13F |