Instuitional Investor - Lightrock Netherlands B.v.

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Lumentum Holdings Inc.	LITE	183,255	$25,376,529	6.64%
2.	Brunswick Corp	BC	435,278	$23,427,218	6.13%
3.	Wintrust Financial Corp	WTFC	177,508	$20,007,795	5.23%
4.	Strategic Education Inc.	STRA	234,719	$17,181,430	4.49%
5.	Sally Beauty Holdings Inc.	SBH	1,239,998	$17,180,568	4.49%