Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting CLOUDFLARE INC,NET,,Sell,18915M107,23961300.0,530000.0,25.82 APPFOLIO INC,APPF,,Sell,03783C100,20232960.0,192000.0,21.803 SNOWFLAKE INC,SNOW,cl a,Buy,833445109,10765500.0,75000.0,11.601 DATADOG INC,DDOG,,Buy,23804L103,9665250.0,131500.0,10.415 BLOCK INC,SQ,cl a,Buy,852234103,9645940.0,153500.0,10.394 PROCORE TECHNOLOGIES INC,PCOR,,Sell,74275K108,9318050.0,197500.0,10.041 DUOLINGO INC,,,Buy,26603R106,9211335.0,129500.0,9.926