| BBANDWIDTH INC COM CL ABAND |
| 8.9% | 6.65% | $49.1M | 775,581 | $28.2M | 1.6M | -807,618-51.01% | Reduce |
| SSPORTRADAR GROUP AG CLASS A ORDSRAD |
| 5.41% | 6.51% | $29.9M | 2.0M | $27.6M | 1.7M | +344,225+20.86% | Add |
| QQ2 HLDGS INCQTWO |
| 4.79% | 5.47% | $26.4M | 548,929 | $23.2M | 490,791 | +58,138+11.85% | Add |
 COURSERA INCCOUR |
| 4.65% | — | $25.7M | 4.6M | $0 | 0 | +4.6M | New Buy |
| GGENIUS SPORTS LIMITEDGENI |
| 4.56% | 4.13% | $25.2M | 4.2M | $17.5M | 4.0M | +195,543+4.94% | Add |
| FFRESHWORKS INCFRSH |
| 4.55% | 4.78% | $25.1M | 2.5M | $20.3M | 2.5M | -48,000-1.90% | Reduce |
| BBLEND LABS INC CL ABLND |
| 4.43% | 5.82% | $24.4M | 14.3M | $24.7M | 14.5M | -239,747-1.65% | Reduce |
 SNOWFLAKE INC COM SHSSNOW |
| 4.3% | 2.21% | $23.7M | 93,160 | $9.4M | 62,321 | +30,839+49.48% | Add |
| SSentinelone INC CLASS A CORP COMMONS |
| 3.9% | 4.1% | $21.5M | 1.3M | $17.4M | 1.4M | -84,256-6.24% | Reduce |
| PPAYMENTUS HOLDINGS INCPAY |
| 3.86% | 5.02% | $21.3M | 881,115 | $21.3M | 839,633 | +41,482+4.94% | Add |
| SSERVICETITAN INC SHS CL ATTAN |
| 3.85% | 6.03% | $21.2M | 300,394 | $25.6M | 403,602 | -103,208-25.57% | Reduce |
| PPROCORE TECHNOLOGIES INCPCOR |
| 3.78% | 6.52% | $20.8M | 513,203 | $27.7M | 485,624 | +27,579+5.68% | Add |
| UUNITY SOFTWARE INCU |
| 3.57% | 0.39% | $19.7M | 690,070 | $1.7M | 75,692 | +614,378+811.68% | Add |
 DRAFTKINGS INC NEWDKNG |
| 3.43% | 1.54% | $18.9M | 748,649 | $6.5M | 302,140 | +446,509+147.78% | Add |
 JFROG LTDFROG |
| 3.14% | 5.13% | $17.3M | 190,770 | $21.8M | 463,936 | -273,166-58.88% | Reduce |
 ALKAMI TECHNOLOGY INCALKT |
| 3.08% | — | $17.0M | 936,985 | $0 | 0 | +936,985 | New Buy |
| EELASTIC N VESTC |
| 2.83% | 3.68% | $15.6M | 274,030 | $15.6M | 312,312 | -38,282-12.26% | Reduce |
 COMPASS INCCOMP |
| 2.39% | 1.33% | $13.2M | 1.1M | $5.6M | 772,459 | +298,068+38.59% | Add |
 AKAMAI TECHNOLOGIES INCAKAM |
| 2.39% | 2.63% | $13.2M | 111,332 | $11.2M | 97,199 | +14,133+14.54% | Add |
| DDYNATRACE INCDT |
| 2.3% | 2.65% | $12.7M | 289,001 | $11.3M | 304,545 | -15,544-5.10% | Reduce |
| SSAILPOINT INC COMSAIL |
| 2.29% | 1.64% | $12.6M | 861,578 | $7.0M | 527,249 | +334,329+63.41% | Add |
 VERTEX INCVERX |
| 1.98% | 1.5% | $10.9M | 952,212 | $6.4M | 535,901 | +416,311+77.68% | Add |
| PPLANET LABS PBC CLASS APL |
| 1.88% | 2.83% | $10.4M | 313,568 | $12.0M | 429,597 | -116,029-27.01% | Reduce |
 WAYFAIR INCW |
| 1.82% | 1.97% | $10.1M | 108,812 | $8.3M | 110,917 | -2,105-1.90% | Reduce |
 DATADOG INCDDOG |
| 1.59% | 3.21% | $8.8M | 33,688 | $13.6M | 115,448 | -81,760-70.82% | Reduce |
 MONGODB INC CL AMDB |
| 1.57% | 1.85% | $8.7M | 25,863 | $7.9M | 32,140 | -6,277-19.53% | Reduce |
 SOFI TECHNOLOGIES INC COMSOFI |
| 1.57% | 1.02% | $8.7M | 483,640 | $4.3M | 273,294 | +210,346+76.97% | Add |
 COMMVAULT SYS INCCVLT |
| 1.56% | — | $8.6M | 60,851 | $0 | 0 | +60,851 | New Buy |
| NNCINO INCNCNO |
| 1.46% | 0.97% | $8.0M | 492,329 | $4.1M | 275,161 | +217,168+78.92% | Add |
 AUTODESK INCADSK |
| 1.43% | — | $7.9M | 40,517 | $0 | 0 | +40,517 | New Buy |
 VEEVA SYS INCVEEV |
| 1.23% | — | $6.8M | 38,236 | $0 | 0 | +38,236 | New Buy |
 CLOUDFLARE INCNET |
| 1.17% | 1.21% | $6.5M | 26,422 | $5.1M | 24,931 | +1,491+5.98% | Add |
 NEBIUS GROUP N VNBIS |
| 0.33% | 0.67% | $1.8M | 6,640 | $2.8M | 27,245 | -20,605-75.63% | Reduce |
