| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| PSTG | PURE STORAGE INC | 6.69% | 4,098,376 | $343,484,893 | 545,890 | 15.37% | $83.81 | 13F |
| GTLB | GITLAB INC | 4.8% | 5,470,305 | $246,601,349 | 1,532,107 | 38.9% | $45.08 | 13F |
| CIEN | CIENA CORP | 3.97% | 1,400,764 | $204,049,292 | 137,946 | 10.92% | $145.67 | 13F |
| DECK | DECKERS OUTDOOR CORP | 2.47% | 1,250,516 | $126,764,807 | 398,396 | 46.75% | $101.37 | 13F |
| MU | MICRON TECHNOLOGY INC | 2.36% | 724,957 | $121,299,805 | 654,479 | 928.63% | $167.32 | 13F |
| TWLO | TWILIO INC | 1.88% | 965,763 | $96,663,219 | 235,463 | 32.24% | $100.09 | 13F |
| W | WAYFAIR INC | 1.49% | 854,390 | $76,322,659 | 127,214 | 17.49% | $89.33 | 13F |
| ELF | E L F BEAUTY INC | 1.39% | 538,348 | $71,320,343 | 44,301 | 8.97% | $132.48 | 13F |
| RBRK | RUBRIK INC. | 1.21% | 752,752 | $61,913,852 | 281,472 | 59.73% | $82.25 | 13F |
| ACVA | ACV AUCTIONS INC | 1.06% | 5,510,790 | $54,611,929 | 816,556 | 17.39% | $9.91 | 13F |
| SMTC | SEMTECH CORP | 0.94% | 678,133 | $48,452,603 | 16,192 | 2.45% | $71.45 | 13F |
| AZO | AUTOZONE INC | 0.91% | 10,928 | $46,883,743 | 1,268 | 13.13% | $4290.24 | 13F |