Q2 2022 Holdings
Filed 2022-08-15 | 21 holdings | $147.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cyberark Software LTD | SHS | M2682V108 | $14.0K | 109,756 | 9.5% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $13.9K | 286,834 | 9.4% |
| Tenable Hldgs Inc(TENB) | COM | 88025T102 | $12.5K | 276,141 | 8.5% |
| Domo Inc(DOMO) | COM CL B | 257554105 | $11.9K | 428,672 | 8.1% |
| Rapid7 Inc(RPD) | COM | 753422104 | $9.4K | 140,122 | 6.3% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $9.1K | 327,489 | 6.2% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $8.1K | 256,986 | 5.5% |
| New Relic Inc(NEWREUR) | COM | 64829B100 | $8.0K | 158,881 | 5.4% |
| Qualtrics Intl Inc | COM CL A | 747601201 | $7.9K | 633,653 | 5.4% |
| Nice LTD(NSY) | SPONSORED ADR | 653656108 | $7.8K | 40,713 | 5.3% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $7.5K | 110,967 | 5.1% |
| Five9 Inc(FIVN) | COM | 338307101 | $6.3K | 68,905 | 4.3% |
| Cvent Holding Corp | COMMON STOCK | 126677103 | $5.8K | 1,263,526 | 4.0% |
| On24 Inc(ONTF) | COM | 68339B104 | $5.7K | 602,296 | 3.9% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $4.6K | 52,392 | 3.1% |
| Forgerock Inc | CL A | 34631B101 | $3.2K | 147,779 | 2.1% |
| Sumo Logic Inc(SUMO2EUR) | COM | 86646P103 | $3.1K | 407,677 | 2.1% |
| Momentive Global Inc | COM | 60878Y108 | $3.0K | 339,091 | 2.0% |
| Liveperson Inc(LPSNUSD) | COM | 538146101 | $2.4K | 167,144 | 1.6% |
| Dynatrace Inc(DT) | COM NEW | 268150109 | $2.0K | 49,678 | 1.3% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $1.5K | 52,679 | 1.0% |