Instuitional Investor - Daventry Group, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Elastic N.v.	ESTC	355,827	$30,063,823	21.28%
2.	Ptc Inc.	PTC	135,340	$27,476,727	19.45%
3.	Jfrog Ltd	FROG	467,120	$22,108,790	15.65%
4.	Mongodb Inc.	MDB	70,673	$21,935,486	15.52%
5.	Sailpoint Inc.	SAIL	840,019	$18,547,620	13.13%