Instuitional Investor - Daventry Group, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Tenable Holdings Inc.	TENB	936,576	$43,138,691	18.52%
2.	Ptc Inc.	PTC	205,051	$35,875,723	15.4%
3.	Elastic N.v.	ESTC	317,647	$35,778,531	15.36%
4.	Hashicorp Inc.	HCP	1,144,036	$27,045,011	11.61%
5.	Charles River Laboratories International Inc.	CRL	111,162	$26,278,697	11.28%