Cash Drying Up

Used most of the rest of my cash today as follows:

Added GLBE back to the port with a Scout Team position

Added to MNDY

Added to MELI

Added to DDOG

Added to ZS

Added to CFLT

Added to S

Tempted to add both BILL and CRWD back to the roster - but didn’t. If I decide to do so going forward it will take a major drawdown and even then I have to rearrange positions to add them. Could happen if we go into free fall.

All the Best,

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