| # | 公司名称 | 报告期价 | 今日价 | 持仓市值 | 占比 % | 股数（季比） | 变动幅度 % |
|---|---|---|---|---|---|---|---|
| 1 | Qiagen Nv | $39.1 | — | $105M | 24.78% | 2.69M 2.69M | — |
| 2 | Blackline Inc BL | $28.07 | — | $94M | 22.25% | 3.36M 3.01M | +11.61% +350K 股 |
| 3 | Appian Corp APPN | $22.9 | — | $80M | 18.95% | 3.51M 3.51M | — |
| 4 | Outfront Media Inc OUT | $32.76 | — | $78M | 18.33% | 2.37M 2.77M | -14.42% -400K 股 |
| 5 | Stride Inc LRN | $86.24 | — | $48M | 11.24% | 553K | 新建仓 |
| 6 | Simpson Mfg Inc SSD | $209.35 | — | $19M | 4.44% | 90K | 新建仓 |