Instuitional Investor - Spyglass Capital Management Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Samsara Inc.	IOT	2,946,646	$93,379,212	6.61%
2.	Ascendis Pharma A/S	ASND	367,972	$84,166,236	5.96%
3.	Hubspot Inc	HUBS	313,922	$76,628,360	5.42%
4.	Shift4 Payments Inc.	FOUR	1,751,140	$76,577,352	5.42%
5.	Affirm Holdings Inc.	AFRM	1,662,325	$76,167,732	5.39%