First Growth Investment Manager LP Software

First Growth Investment Manager LP

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
NOW Service Now, Inc.	$169B	$4.58 Million 8.39% of portfolio	8,150	Q2 2023 Reduced 19.31%
WDAY Workday, Inc.	$51.4B	$4.48 Million 8.21% of portfolio	19,850	Q2 2023 Added 1.53%
PAYC Paycom Software, Inc.	$9.38B	$4.47 Million 8.18% of portfolio	13,900	Q2 2023 Added 0.36%
BL Blackline, Inc.	$2.88B	$4.33 Million 7.94% of portfolio	80,500	Q2 2023 Added 2.55%
SHOP Shopify Inc.	$83.4B	$4.21 Million 7.71% of portfolio	65,150	Q2 2023 Added 3.58%
PCOR Procore Technologies, Inc.	$7.58B	$3.16 Million 5.78% of portfolio	48,500	Q2 2023 Added 59.02%
SNOW Snowflake Inc.	$35.8B	$2.88 Million 5.27% of portfolio	16,350	Q2 2023 Added 1.55%
HUBS Hubspot Inc	$24.2B	$2.77 Million 5.07% of portfolio	5,200	Q2 2023 Added 10.64%
TTD Trade Desk, Inc.	$46B	$2.55 Million 4.67% of portfolio	33,000	Q2 2023 Added 140.0%
DSGX Descartes Systems Group Inc	$8.08B	$1.74 Million 3.19% of portfolio	21,750	Q2 2023 New
TYL Tyler Technologies Inc	$24.3B	$1.65 Million 3.01% of portfolio	3,950	Q2 2023 New
ZI Zoom Info Technologies Inc.	$4.01B	$1.55 Million 2.84% of portfolio	61,000	Q2 2023 Reduced 21.79%
ADSK Autodesk, Inc.	$53.1B	$1.02 Million 1.87% of portfolio	5,000	Q2 2023 Reduced 65.75%
CRM Salesforce, Inc.	$246B	$242,000 0.44% of portfolio	1,150	Q1 2023 New

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