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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | $29.2M | 78866 | 22.68% |
| 2 | META PLATFORMS INC | $20.6M | 36072 | 16.03% |
| 3 | APPFOLIO INC - A | $17.3M | 109905 | 13.47% |
| 4 | ALPHABET INC-CL A | $9.8M | 34141 | 7.63% |
| 5 | MONDAY.COM LTD | $9.4M | 135862 | 7.29% |
| 6 | MERCADOLIBRE INC | $8.5M | 4898 | 6.58% |
| 7 | SALESFORCE INC | $8.2M | 44108 | 6.40% |
| 8 | PERIMETER SOLUTIONS INC | $6.7M | 274050 | 5.20% |
| 9 | DOORDASH INC - A | $6.4M | 42504 | 4.96% |
| 10 | WORKDAY INC-CLASS A | $6.4M | 48951 | 4.94% |
| 11 | AMAZON.COM INC | $3.0M | 14530 | 2.35% |
| 12 | VISA INC-CLASS A SHARES | $2.6M | 8519 | 2.00% |
| 13 | KINSALE CAPITAL GROUP INC | $325K | 950 | 0.25% |
| 14 | TRANSDIGM GROUP INC | $274K | 236 | 0.21% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.