UNITEDHEALTH GROUP INC UNH
6.57% 6.68% $7.8M 20,000 $8.0M 20,000 0 0.00% Unchanged F FIVE9 INC FIVN
5.37% 6.12% $6.4M 40,000 $7.3M 40,000 0 0.00% Unchanged INTUIT INTU
5.35% 4.83% $6.4M 11,800 $5.8M 11,800 0 0.00% Unchanged PALO ALTO PANW
5.23% 4.02% $6.2M 13,000 $4.8M 13,000 0 0.00% Unchanged MICROCHIP TECHNOLOGY MCHP
5.03% 4.87% $6.0M 39,000 $5.8M 39,000 0 0.00% Unchanged ARISTA NETWORKS INC ANET
4.62% 4.84% $5.5M 16,000 $5.8M 16,000 0 0.00% Unchanged KLA CORP KLAC
4.5% 4.33% $5.4M 16,000 $5.2M 16,000 0 0.00% Unchanged L LABCORP HOLDINGS INC LH
4.49% 4.37% $5.3M 19,000 $5.2M 19,000 0 0.00% Unchanged A Alphabet Inc Class C GOOG
4.49% 4.07% $5.3M 2,000 $4.9M 2,000 0 0.00% Unchanged BROADCOM INC AVGO
4.07% 3.98% $4.8M 10,000 $4.8M 10,000 0 0.00% Unchanged N NUANCE COMMUNICATIONS INC
3.7% 3.63% $4.4M 80,000 $4.4M 80,000 0 0.00% Unchanged R RINGCENTRAL INC RNG
3.47% 4.61% $4.1M 19,000 $5.5M 19,000 0 0.00% Unchanged CVS HEALTH CORP CVS
3.21% 3.13% $3.8M 45,000 $3.8M 45,000 0 0.00% Unchanged WORKDAY INC WDAY
3.15% 2.99% $3.7M 15,000 $3.6M 15,000 0 0.00% Unchanged F FIREEYE INC
3.14% 3.54% $3.7M 210,000 $4.2M 210,000 0 0.00% Unchanged AKAMAI TECHNOLOGIES INC AKAM
3.08% 3.4% $3.7M 35,000 $4.1M 35,000 0 0.00% Unchanged META PLATFORMS INC META
2.85% 2.9% $3.4M 10,000 $3.5M 10,000 0 0.00% Unchanged ANALOG DEVICES INC COM ADI
2.84% — $3.4M 20,160 $0 0 +20,160 New Buy ALPHABET INC GOOGL
2.69% 2.52% $3.2M 1,203 $3.0M 1,203 0 0.00% Unchanged C CLOUDERA INC
2.69% 2.65% $3.2M 200,500 $3.2M 200,500 0 0.00% Unchanged M MAXLINEAR INC MXL
2.48% 2.13% $3.0M 60,000 $2.5M 60,000 0 0.00% Unchanged C CHEGG INC COM CHGG
2.4% 2.91% $2.9M 42,000 $3.5M 42,000 0 0.00% Unchanged CROWN CASTLE INC COM CCI
2.18% 2.44% $2.6M 15,000 $2.9M 15,000 0 0.00% Unchanged N NEW RELIC INC NEWREUR
1.81% 1.68% $2.2M 30,000 $2.0M 30,000 0 0.00% Unchanged UPWORK INC UPWK
1.7% 2.19% $2.0M 45,000 $2.6M 45,000 0 0.00% Unchanged OOMA INC COM OOMA
1.56% 1.57% $1.9M 100,000 $1.9M 100,000 0 0.00% Unchanged ALIBABA GROUP HLDG LTD BABA
1.49% 2.27% $1.8M 12,000 $2.7M 12,000 0 0.00% Unchanged GREEN DOT CORP CL A GDOT
1.48% 1.37% $1.8M 35,000 $1.6M 35,000 0 0.00% Unchanged N NATUS MED INC DEL COM
1.48% 1.52% $1.8M 70,000 $1.8M 70,000 0 0.00% Unchanged S SPLUNK INCORPORATED SPLK
1.46% 1.45% $1.7M 12,000 $1.7M 12,000 0 0.00% Unchanged W WALKME LTD ORD SHS
1.25% — $1.5M 50,000 $0 0 +50,000 New Buy Z ZUORA INC ZUOUSD
0.17% 0.18% $207,000 12,500 $216,000 12,500 0 0.00% Unchanged 
