Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting SHOPIFY INC,SHOP,cl a,Sell,82509L107,114494767.0,2388293.0,18.29 ATLASSIAN CORPORATION,,cl a,Buy,049468101,101316551.0,591906.0,16.185 DATADOG INC,DDOG,,Buy,23804L103,94771164.0,1304310.0,15.139 AMAZON COM INC,AMZN,,Sell,023135106,86818653.0,840533.0,13.869 CLOUDFLARE INC,NET,,Sell,18915M107,83446327.0,1353330.0,13.33 CROWDSTRIKE HLDGS INC,CRWD,cl a,Buy,22788C105,66911369.0,487479.0,10.689 META PLATFORMS INC,FB,cl a,Sell,30303M102,45931001.0,216717.0,7.337 AXON ENTERPRISE INC,AXON,,New,05464C101,32315666.0,143721.0,5.162