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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | APPLOVIN CORP | $77.7M | 195251 | 19.67% |
| 2 | GUIDEWIRE SOFTWARE INC | $60.5M | 404319 | 15.31% |
| 3 | ACUITY INC | $50.4M | 179710 | 12.75% |
| 4 | APPFOLIO INC | $43.2M | 273497 | 10.93% |
| 5 | SOMNIGROUP INTERNATIONAL INC | $42.0M | 568354 | 10.63% |
| 6 | VESTIS CORPORATION | $40.0M | 5094356 | 10.14% |
| 7 | PROCORE TECHNOLOGIES INC | $38.3M | 672423 | 9.70% |
| 8 | CHARTER COMMUNICATIONS INC | $37.6M | 174158 | 9.52% |
| 9 | XPO INC | $5.4M | 27715 | 1.36% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.