Instuitional Investor - Daventry Group, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Elastic N.v.	ESTC	541,641	$48,260,213	20.87%
2.	Jfrog Ltd	FROG	1,351,433	$43,245,856	18.7%
3.	Ptc Inc.	PTC	235,844	$36,544,028	15.8%
4.	Sentinelone Inc.	S	1,700,509	$30,915,254	13.37%
5.	Ncino Inc.	NCNO	1,075,148	$29,534,316	12.77%