 SALESFORCE INCCRM |
| 20.65% | 28.55% | $24.2M | 99,069 | $39.0M | 183,900 | -84,831-46.13% | Reduce |
| CCLARIVATE PLCCLVT |
| 15.3% | — | $17.9M | 651,500 | $0 | 0 | +651,500 | New Buy |
 WORKDAY INCWDAY |
| 12.02% | 5.7% | $14.1M | 59,000 | $7.8M | 31,300 | +27,700+88.50% | Add |
| CCEDAR FAIR L P |
| 9.17% | 7.65% | $10.7M | 239,765 | $10.4M | 210,133 | +29,632+14.10% | Add |
| BBLACK KNIGHT INC |
| 8.62% | — | $10.1M | 129,500 | $0 | 0 | +129,500 | New Buy |
| SSTONECO LTDSTNE |
| 8.53% | 8.54% | $10.0M | 149,034 | $11.6M | 190,273 | -41,239-21.67% | Reduce |
| FFARFETCH LTD |
| 6.6% | 16.21% | $7.7M | 153,563 | $22.1M | 417,300 | -263,737-63.20% | Reduce |
 JD COM INCJD |
| 6.15% | — | $7.2M | 90,300 | $0 | 0 | +90,300 | New Buy |
| DDADA NEXUS LTD |
| 5.17% | 2.59% | $6.1M | 209,055 | $3.5M | 130,364 | +78,691+60.36% | Add |
| RREPAY HLDGS CORP COM CL ARPAY |
| 4.07% | — | $4.8M | 198,356 | $0 | 0 | +198,356 | New Buy |
 FIDELITY NATL INFORMATION SVCS COMFIS |
| 3.73% | — | $4.4M | 30,900 | $0 | 0 | +30,900 | New Buy |
