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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | EXTREME NETWORKS INC | $5.4M | 355100 | 12.00% |
| 2 | RESOURCES CONNECTION INC | $5.2M | 1389243 | 11.61% |
| 3 | CORE & MAIN INC | $4.9M | 100000 | 11.07% |
| 4 | UIPATH INC | $4.7M | 425000 | 10.57% |
| 5 | WIX COM LTD | $4.5M | 50000 | 10.09% |
| 6 | SPRINKLR INC | $3.7M | 609800 | 8.20% |
| 7 | UPWORK INC | $3.3M | 300000 | 7.37% |
| 8 | ICON PLC | $3.2M | 29000 | 7.19% |
| 9 | TWILIO INC | $3.1M | 25000 | 7.05% |
| 10 | ZOOMINFO TECHNOLOGIES INC | $2.1M | 350000 | 4.69% |
| 11 | GLOBANT S A | $1.9M | 42000 | 4.34% |
| 12 | AMPLITUDE INC | $1.6M | 238000 | 3.64% |
| 13 | RAPID7 INC | $983K | 178543 | 2.20% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.