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CIK 0001742372 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMPLITUDE INC | COM CL A | $2.8M | 3.0%Prev: 2.6% | 238,000 SH | Increased+20,000 SH |
| AVANTOR INC | COM | $3.5M | 3.8% | 305,000 SH | New |
| CORE & MAIN INC | CL A | $4.7M | 5.0%Prev: 3.0% | 90,000 SH | Increased+40,000 SH |
| EPAM SYS INC | COM | $2.5M | 2.6%Prev: 1.9% | 12,000 SH | Increased+1,000 SH |
| EXTREME NETWORKS | COM | $4.5M | 4.8%Prev: 6.2% | 270,000 SH | Decreased |
| FIVE9 INC | COM | $1.2M | 1.3%Prev: 2.7% | 60,000 SH | Decreased-39,500 SH |
| GLOBANT S A | COM | $2.7M | 3.0%Prev: 1.8% | 42,000 SH | Increased+14,000 SH |
| ICON PLC | SHS | $5.1M | 5.5%Prev: 5.5% | 28,000 SH | Increased |
| KORN FERRY | COM NEW | $3.7M | 4.0%Prev: 4.1% | 55,900 SH | Decreased+3,000 SH |
| ON24 INC | COM | $2.2M | 2.4%Prev: 2.3% | 279,151 SH | Increased-75,045 SH |
| RAPID7 INC | COM | $3.8M | 4.1% | 250,000 SH | New |
| RESOURCES CONNECTION INC | COM | $7.0M | 7.5%Prev: 7.3% | 1,389,243 SH | Increased+100,000 SH |
| SPRINKLR INC | CL A | $4.4M | 4.7%Prev: 4.0% | 560,000 SH | Increased+100,000 SH |
| TERADATA CORP DEL | COM | $6.8M | 7.4%Prev: 5.9% | 225,000 SH | Increased-20,000 SH |
| TWILIO INC | CL A | $9.2M | 10.0%Prev: 7.7% | 65,000 SH | Increased-4,000 SH |
| UIPATH INC | CL A | $6.3M | 6.8%Prev: 4.0% | 385,000 SH | Increased+120,000 SH |
| UPWORK INC | COM | $7.6M | 8.2%Prev: 7.8% | 385,000 SH | Increased+10,000 SH |
| WIX COM LTD | SHS | $4.2M | 4.5%Prev: 7.2% | 40,000 SH | Decreased+3,500 SH |
| YEXT INC | COM | $6.0M | 6.4%Prev: 5.7% | 740,600 SH | Increased+142,800 SH |
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | $4.6M | 5.0%Prev: 5.0% | 455,000 SH | Increased+45,000 SH |
| 13F-HR |
| 0001420506-26-001805 |
| $46.0M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001420506-25-002184 | $96.4M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001420506-26-001158 | $44.6M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001420506-25-001266 | $81.6M | View |