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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | UnitedHealth Group Inc | $9.6M | 35553 | 18.03% |
| 2 | Guidewire Software Inc | $9.2M | 61751 | 17.31% |
| 3 | Sprott Physical Gold Tr | $8.0M | 224439 | 14.91% |
| 4 | Veeva Sys Inc | $7.9M | 45153 | 14.87% |
| 5 | Amazon com Inc. | $7.5M | 36031 | 14.07% |
| 6 | Autodesk Inc | $6.3M | 26220 | 11.77% |
| 7 | Atlassian Corporation | $4.8M | 70645 | 9.04% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.