Q4 2021 Holdings
Filed 2022-02-14 | 8 holdings | $88.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tenable Hldgs Inc(TENB) | COM | 88025T102 | $19.0K | 345,869 | 21.4% |
| Sailpoint Technologies Hldgs | COM | 78781P105 | $16.2K | 334,291 | 18.2% |
| Health Catalyst Inc(HCAT) | COM | 42225T107 | $12.3K | 310,408 | 13.8% |
| Apogee Enterprises Inc(APOG) | COM | 037598109 | $9.4K | 195,041 | 10.6% |
| OAK STR Health Inc(OSH3EUR) | COM | 67181A107 | $9.3K | 281,050 | 10.5% |
| Faro Technologies Inc(FARO) | COM | 311642102 | $8.3K | 118,668 | 9.4% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $8.1K | 66,198 | 9.2% |
| PTC Inc(PTC) | COM | 69370C100 | $6.2K | 50,850 | 6.9% |