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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | SAMSARA INC | $93.4M | 2946646 | 7.03% |
| 2 | HUBSPOT INC | $76.6M | 313922 | 5.77% |
| 3 | SHIFT4 PMTS INC | $76.6M | 1751140 | 5.76% |
| 4 | AFFIRM HLDGS INC | $76.2M | 1662325 | 5.73% |
| 5 | AAON INC | $71.1M | 858840 | 5.35% |
| 6 | APPLOVIN CORP | $66.3M | 166557 | 4.99% |
| 7 | CADENCE DESIGN SYSTEM INC | $64.8M | 233347 | 4.88% |
| 8 | MONGODB INC | $62.0M | 253174 | 4.67% |
| 9 | FAIR ISAAC CORP | $60.2M | 56350 | 4.53% |
| 10 | GLOBAL E ONLINE LTD | $59.8M | 1937769 | 4.50% |
| 11 | PROCORE TECHNOLOGIES INC | $57.3M | 1005371 | 4.31% |
| 12 | CREDO TECHNOLOGY GROUP HOLDI | $55.6M | 591990 | 4.18% |
| 13 | SNOWFLAKE INC | $53.1M | 352268 | 4.00% |
| 14 | CARVANA CO | $52.6M | 167391 | 3.96% |
| 15 | API GROUP CORP | $51.5M | 1271099 | 3.88% |
| 16 | KINSALE CAP GROUP INC | $46.8M | 137029 | 3.52% |
| 17 | NCINO INC | $46.2M | 3085237 | 3.48% |
| 18 | COSTAR GROUP INC | $44.8M | 1111224 | 3.37% |
| 19 | DOORDASH INC | $44.8M | 298176 | 3.37% |
| 20 | ROBLOX CORP | $44.1M | 779991 | 3.32% |
| 21 | ILLUMINA INC | $40.1M | 325049 | 3.02% |
| 22 | LOAR HOLDINGS INC | $33.5M | 584133 | 2.52% |
| 23 | MEDPACE HLDGS INC | $26.8M | 55755 | 2.02% |
| 24 | CHIME FINL INC | $24.3M | 1297192 | 1.83% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.