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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | OKTA INC | $44.5M | 565036 | 16.62% |
| 2 | AMAZON COM INC | $38.8M | 186499 | 14.51% |
| 3 | ALIBABA GROUP HLDG LTD | $36.4M | 290261 | 13.61% |
| 4 | ZSCALER INC | $28.1M | 200416 | 10.51% |
| 5 | BRAZE INC | $26.3M | 1112099 | 9.81% |
| 6 | INTUIT | $17.7M | 40939 | 6.61% |
| 7 | LIBERTY MEDIA CORP DEL | $17.3M | 202928 | 6.45% |
| 8 | COUPANG INC | $17.1M | 906291 | 6.39% |
| 9 | COSTAR GROUP INC | $13.7M | 339081 | 5.11% |
| 10 | PROCORE TECHNOLOGIES INC | $12.4M | 216756 | 4.62% |
| 11 | GDS HLDGS LTD | $8.9M | 221782 | 3.34% |
| 12 | CONSTELLATION ENERGY CORP | $6.5M | 23167 | 2.42% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.