Instuitional Investor - Keenan Capital, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Applovin Corp	APP	191,225	$98,524,857	19.48%
2.	Global-E Online Ltd.	GLBE	1,955,262	$67,906,249	13.43%
3.	Appfolio Inc	APPF	334,557	$53,646,215	10.61%
4.	Dynatrace Inc.	DT	1,126,280	$49,454,955	9.78%
5.	Accelerant Holdings		3,992,923	$46,797,058	9.25%