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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Workday Inc | $80.0M | 615670 | 19.61% |
| 2 | Remitly Global Inc | $59.1M | 3771955 | 14.49% |
| 3 | Appian Corp | $45.9M | 1905634 | 11.26% |
| 4 | MongoDB Inc | $41.7M | 170425 | 10.23% |
| 5 | Veeva Sys Inc | $37.7M | 214409 | 9.23% |
| 6 | Toast Inc | $34.6M | 1306362 | 8.49% |
| 7 | Appfolio Inc | $33.2M | 210260 | 8.14% |
| 8 | Yext Inc | $30.1M | 7843296 | 7.38% |
| 9 | Ncino Inc | $25.3M | 1687480 | 6.20% |
| 10 | Procore Technologies Inc | $17.6M | 309573 | 4.33% |
| 11 | Equipmentshare Com Inc | $2.2M | 110000 | 0.55% |
| 12 | Life360 Inc | $361K | 8834 | 0.09% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.