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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | $29.8M | 11809 | 20.11% |
| 2 | SERVICENOW INC | $19.0M | 124338 | 12.80% |
| 3 | WORKIVA INC | $16.0M | 184108 | 10.81% |
| 4 | SEA LTD SPONSORD ADS | $13.8M | 114385 | 9.33% |
| 5 | MICROSOFT CORP | $11.8M | 21773 | 7.94% |
| 6 | WORKDAY INC | $10.6M | 55657 | 7.12% |
| 7 | ALPHABET INC | $10.4M | 24814 | 7.01% |
| 8 | VISA INC | $8.7M | 19791 | 5.89% |
| 9 | AMAZON COM INC | $8.7M | 28542 | 5.85% |
| 10 | TRADEWEB MKTS INC | $5.9M | 34300 | 3.97% |
| 11 | PINTEREST INC | $4.8M | 179770 | 3.25% |
| 12 | SCHWAB CHARLES CORP | $4.5M | 32894 | 3.04% |
| 13 | VEEVA SYS INC | $4.2M | 16555 | 2.86% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.