Q4 2022 Holdings
Filed 2023-02-13 | 7 holdings | $115.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tenable Hldgs Inc(TENB) | COM | 88025T102 | $21.9M | 573,454 | 18.9% |
| OAK STR Health Inc(OSH3EUR) | COM | 67181A107 | $18.0M | 838,577 | 15.6% |
| PTC Inc(PTC) | COM | 69370C100 | $17.5M | 145,677 | 15.1% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $15.3M | 297,537 | 13.2% |
| Health Catalyst Inc(HCAT) | COM | 42225T107 | $15.3M | 1,439,614 | 13.2% |
| New Relic Inc(NEWREUR) | COM | 64829B100 | $14.5M | 256,727 | 12.5% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $13.3M | 451,148 | 11.5% |