| Position | #Shares | $Value | % |
|---|---|---|---|
| Sunrun Inc. ON STOCK | 1,013,582 | $78,117,000 | 61.32% |
| Alibaba Group Holding Ltd ADS | 68,770 | $20,217,000 | 15.87% |
| Bigcommerce Holdings, Inc. ON STOCK | 229,231 | $19,095,000 | 14.99% |
| CHEGG, INC ON STOCK | 137,736 | $9,840,000 | 7.72% |
| RigNet, Inc. ON STOCK | 27,999 | $115,000 | 0.09% |