| No. | Hedge Fund | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Strategy Capital Hamilton Helmer | 307,608 | $122,299 | +8% | 33.17% |
| 2. | Abdiel Capital Advisors Colin Moran | 945,551 | $375,932 | -19% | 23.49% |
| 3. | SCGE Management Christopher Lyle | 844,000 | $335,558 | +8% | 13.56% |
| 4. | Crestwood Capital Management Michael R. Weisberg | 38,809 | $15,430 | +21% | 7.63% |
| 5. | Night Owl Capital Management John Kim | 64,802 | $25,764 | -1% | 7.4% |
| No. | Name | Shares | Value (x$1000) | % Port |
|---|---|---|---|---|
| 1. | 296,102 | $117,724 | 18.28% | |
| 2. | 4,759,464 | $1,892,268 | 10.17% | |
| 3. | 232,512 | $92,442 | 7.81% | |
| 4. | 25,763 | $10,243 | 3.97% | |
| 5. | 12,997 | $5,167 | 3.57% |
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