Instuitional Investor - Keenan Capital, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Applovin Corp	APP	205,710	$147,810,863	28.85%
2.	Workday Inc.	WDAY	292,281	$70,360,805	13.73%
3.	Dynatrace Inc.	DT	1,450,534	$70,278,372	13.72%
4.	Godaddy Inc.	GDDY	493,531	$67,529,847	13.18%
5.	Global-E Online Ltd.	GLBE	1,769,274	$63,269,238	12.35%