Q3 2022 Holdings
Filed 2022-11-14 | 5 holdings | $646.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $191.9K | 5,833,980 | 29.7% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $180.9K | 5,265,565 | 28.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $151.8K | 997,201 | 23.5% |
| Hubspot Inc(HUBS) | COM | 443573100 | $117.7K | 435,829 | 18.2% |
| KBR Inc(KBR) | COM | 48242W106 | $4.3K | 100,000 | 0.7% |