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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | IMPINJ INC | $7.2M | 70207 | 13.60% |
| 2 | FABRINET SHS | $6.8M | 13021 | 12.81% |
| 3 | WIX COM LTD | $6.7M | 74924 | 12.73% |
| 4 | ELASTIC NV | $6.1M | 122548 | 11.56% |
| 5 | SITIME CORP | $5.6M | 16242 | 10.58% |
| 6 | HARMONIC | $5.1M | 565065 | 9.57% |
| 7 | TWILIO INC | $4.7M | 36999 | 8.78% |
| 8 | EVERQUOTE INC | $4.6M | 297024 | 8.64% |
| 9 | KORNIT DIGITAL LTD | $3.5M | 238437 | 6.59% |
| 10 | AMPLITUDE INC | $2.2M | 318823 | 4.10% |
| 11 | AMBIQ MICRO INC | $539K | 21222 | 1.02% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.