Instuitional Investor - Keenan Capital, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Applovin Corp	APP	266,510	$93,299,821	21.79%
2.	Godaddy Inc.	GDDY	468,531	$84,363,692	19.7%
3.	Global-E Online Ltd.	GLBE	1,769,274	$59,341,450	13.86%
4.	Workday Inc.	WDAY	244,281	$58,627,440	13.69%
5.	Dynatrace Inc.	DT	1,060,279	$58,538,004	13.67%