Instuitional Investor - Portland Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Block Inc.	SQ	70,098	$3,855,000	35.5%
2.	Samsara Inc.	IOT	185,978	$2,245,000	20.67%
3.	Affirm Holdings Inc.	AFRM	113,320	$2,126,000	19.58%
4.	Agora Inc.	API	318,012	$1,154,000	10.62%
5.	Pinduoduo Inc.	PDD	13,635	$853,000	7.85%