Instuitional Investor - Circumference Group Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Twilio Inc	TWLO	65,000	$9,245,600	9.96%
2.	Upwork Inc	UPWK	385,000	$7,630,700	8.22%
3.	Resources Connection Inc.	RGP	1,389,243	$7,001,785	7.55%
4.	Uipath Inc.	PATH	385,000	$6,310,150	6.8%
5.	Teradata Corp	TDC	175,000	$5,327,000	5.74%