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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | APPLOVIN CORP | $76.1M | 191225 | 16.06% |
| 2 | DYNATRACE INC | $60.9M | 1647534 | 12.86% |
| 3 | GLOBAL E ONLINE LTD | $57.5M | 1865262 | 12.14% |
| 4 | SAILPOINT INC | $56.7M | 4281411 | 11.96% |
| 5 | ACCELERANT HOLDINGS | $53.3M | 3992923 | 11.26% |
| 6 | APPFOLIO INC | $52.8M | 334557 | 11.14% |
| 7 | GODADDY INC | $49.9M | 604031 | 10.54% |
| 8 | WORKDAY INC | $43.8M | 337241 | 9.25% |
| 9 | CLEARWATER ANALYTICS HLDGS I | $22.7M | 960212 | 4.79% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.