Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting HUBSPOT INC,HUBS,,Buy,443573100,335644.0,1160876.0,20.878 GLOBAL E ONLINE LTD,GLBE,,Buy,M5216V106,314682.0,15246199.0,19.574 APPIAN CORP,APPN,cl a,Buy,03782L101,287098.0,8817518.0,17.858 SHOPIFY INC,SHOP,cla,Sell,82509L107,163963.0,4723788.0,10.199 FLOOR & DECOR HLDGS INC,FND,cl a,Sell,339750101,163420.0,2346983.0,10.165 BILL.COM HLDGS INC,BILL,,Sell,090043100,140284.0,1287480.0,8.726 CRICUT INC,CRCT,,Buy,22658D100,137996.0,14886303.0,8.584 SAMSARA INC,,,Buy,79589L106,41700.0,3354802.0,2.594 AFFIRM HOLDINGS INC,AFRM,,Buy,00827B106,22842.0,2362132.0,1.421