CIK: 0001742372
Total reported value
$44.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GDDY | Godaddy INC - Class A | Stock-Tech | 21.29% | — | — | |
| 2 | WIX | Wix.com Ltd. | Stock-Tech | 11.14% | +5.61% | — | |
| 3 | JNP | Juniper Networks INC | Stock-Other | 7.70% | — | — | |
| 4 | BHE | Benchmark Electronics INC | Stock-Other | 5.77% | — | — | |
| 5 | ZUOUSD | Zuora INC - Class A | Stock-Other | 5.62% | — | — | |
| 6 | RGP | Resources Connection INC | Stock-Other | 5.61% | +4.06% | — | |
| 7 | BASE | Couchbase INC | Stock-Other | 3.96% | — | — | |
| 8 | 07S | Secureworks CORP - A | Stock-Other | 3.96% | — | — | |
| 9 | UPWK | Upwork INC | Stock-Other | 3.60% | -0.85% | — | |
| 10 | CXM | Sprinklr Inc-a | Stock-Other | 3.56% | +3.50% | — | |
| 11 | DXC | Dxc Technology Co | Stock-Tech | 3.32% | — | — | |
| 12 | TDC | Teradata CORP | Stock-Tech | 3.06% | -7.38% | EXIT | |
| 13 | CVLT | Commvault Systems INC | Stock-Tech | 2.50% | — | — | |
| 14 | YEXT | Yext INC | Stock-Other | 2.20% | -6.43% | EXIT | |
| 15 | EVBGEUR | Everbridge INC | Stock-Other | 2.14% | — | — | |
| 16 | ONTF | On24 INC | Stock-Other | 2.03% | -2.39% | EXIT | |
| 17 | VMEO* | Vimeo INC | Stock-Other | 1.99% | — | — | |
| 18 | KFY | Korn Ferry | Stock-Industrials | 1.87% | -3.98% | EXIT | |
| 19 | OMCL | Omnicell INC | Stock-Healthcare | 1.65% | — | — | |
| 20 | TWLO | Twilio INC - A | Stock-Tech | 1.33% | -2.91% | — | |
| 21 | AVDX | Avidxchange Holdings INC | Stock-Other | 1.14% | — | — | |
| 22 | KLTR | Kaltura INC | Stock-Other | 1.13% | — | — | |
| 23 | ✓ | Walkme LTD | Stock-Other | 0.86% | — | — | |
| 24 | PATH | Uipath INC - Class A | Stock-Tech | 0.66% | +3.77% | — | |
| 25 | SMWB | Similarweb Ltd. | Stock-Other | 0.64% | — | — | |
| 26 | ✓ | Adtheorent Holding Company | Stock-Other | 0.45% | — | — | |
| 27 | LAW | Cs Disco INC | Stock-Other | 0.40% | — | — | |
| 28 | CMRC | Commerce.com INC | Stock-Other | 0.39% | — | — | |
| 29 | IBEX | IBEX Limited | Stock-Other | 0.02% | — | — |