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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | JFROG LTD | $22.2M | 473430 | 25.30% |
| 2 | MONGODB INC | $20.1M | 82105 | 22.88% |
| 3 | ELASTIC N V | $12.4M | 248037 | 14.12% |
| 4 | BELDEN INC | $9.4M | 81899 | 10.71% |
| 5 | MKS INC. | $8.4M | 36556 | 9.57% |
| 6 | SAILPOINT INC | $6.8M | 514674 | 7.76% |
| 7 | SAMSARA INC | $6.5M | 204248 | 7.37% |
| 8 | QNITY ELECTRONICS INC | $2.0M | 17500 | 2.30% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.