Instuitional Investor - Spyglass Capital Management Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Affirm Holdings Inc.	AFRM	1,537,840	$125,410,852	6.79%
2.	Credo Technology Group Holding Ltd	CRDO	401,503	$109,188,741	5.91%
3.	Samsara Inc.	IOT	3,085,655	$100,067,792	5.42%
4.	Aaon Inc.	AAON	776,629	$98,523,155	5.33%
5.	Applovin Corp	APP	191,028	$98,423,356	5.33%