DOCN and Stuff Update

[Champico33]

This morning I decided to add DOCN to the roster with a Scout team position. To do this I had to trim all the current Scout Team positions - which I did equally ACB.

The Current Roster looks like this:

A) STARTERS

1. MNDY - Cloud Based Software Applications.

https://www.monday.com/

Press Release Latest ER:

https://seekingalpha.com/pr/18682081?source=content_type%3Ar…

Highlights:

• 91% Y/Y Revenue Growth

• Retention Rate for Top Customer Cohort: 135%

• Narrowed Non-GAAP Operating Loss by 41% from the year ago QTR.

Current Scouting Report:

https://seekingalpha.com/article/4493144-monday-share-price-…

2. BILL - Cloud Based back office Stuff for the SMB and folks.

https://www.bill.com/

Press Release Latest ER:

https://seekingalpha.com/pr/18658334?source=content_type%3Ar…

Highlights:

• Just about Everything.

• Then they boosted Guidance

Current Scouting Report:

https://seekingalpha.com/article/4498482-bill-building-a-bil…

3. DDOG - Monitoring and Analytics.

https://www.datadoghq.com/

Press Release Latest ER:

https://seekingalpha.com/pr/18666219?source=content_type%3Ar…

Highlights:

• Revenue Growth of 84% Y/Y

• Remarkable Customer Growth

• Attained FedRAMP at the moderate impact level.

Current Scouting Report:

https://finance.yahoo.com/news/datadog-ddog-gains-microsoft-…

4. ZS - Cloud Security Company

https://www.zscaler.com/

Press Release Latest ER:

https://seekingalpha.com/pr/18686068?source=content_type%3Ar…

Highlights:

• Revenue Growth 63% Y/Y

• Calculated Billings Grew 59% Y/Y

Current Scouting Report:

https://finance.yahoo.com/m/06f3da9d-f2fb-39a7-bb29-afc9427c…

5. S - Another Cybersecurity Company

https://www.sentinelone.com/

Press Release Latest ER:

https://seekingalpha.com/pr/18711259?source=content_type%3Ar…

Highlights:

• Revenue Growth of 120% Y/Y

• ARR Grew 123% Y/Y

Current Scouting Report:

https://finance.yahoo.com/m/995f7b2f-17b6-35b0-8ba6-ae609b59…

B) The Bench

6. UPST - AI Fintech Superstar

https://www.upstart.com/

Press Release Latest ER:

https://seekingalpha.com/pr/18673103?source=content_type%3Ar…

Highlights:

• Revenue Growth of 252% Y/Y

Current Scouting Report:

https://seekingalpha.com/article/4498249-upstart-auto-lendin…

7. SNOW - The Cloud Based Data Platform of Choice

https://www.snowflake.com/

Press Release Latest ER:

https://seekingalpha.com/pr/18694401?source=content_type%3Ar…

Highlights:

• Product Revenue Increased 102% Y/Y

• RPO growth of 99% Y/Y

• NRR of 178%

Current Scouting Report:

https://seekingalpha.com/article/4493871-snowflake-the-only-…

8. SE - e-Commerce, Games, FinTech Giant in Asia

https://www.sea.com/

Press Release Latest ER:

https://seekingalpha.com/pr/18690209?source=content_type%3Ar…

Highlights:

• Total GAAP Revenue Increased 105.7% Y/Y

• Gross Profit up 145.6% Y/Y

Current Scouting Report:

https://seekingalpha.com/article/4498219-sea-limited-stock-5…

9. U - Platform for Creating/Operating Interactive 3D Content

https://unity.com/

Press Release Latest ER:

https://seekingalpha.com/pr/18658299?source=content_type%3Ar…

Highlights:

• Revenue Growth of 43% Y/Y

• 32% Growth Y/Y of Customers Generating $100K of Revenue

• DBNER of 140%

Current Scouting Report:

https://seekingalpha.com/article/4498676-unity-investment-in…

C) Scout Team

10. MQ - Cloud-Based Card Issuing and Transaction Processing Services

https://www.marqeta.com/

Press Release Latest ER:

https://seekingalpha.com/pr/18703897?source=content_type%3Ar…

Highlights:

• Revenue Growth of 76% Y/Y

Current Scouting Report:

https://seekingalpha.com/article/4497647-marqeta-a-recent-fi…

11. GTLB - Software for Software Development.

https://about.gitlab.com/

Press Release Latest ER:

https://seekingalpha.com/pr/18708918?source=content_type%3Ar…

Highlights:

• Revenue Growth of 69% Y/Y

• DBNER over 152%

Current Scouting Report:

https://seekingalpha.com/article/4484626-gitlab-category-lea…

12. CFLT - Platform for Real Time Analysis of Multiple Data Streams.

https://www.confluent.io/

Press Release Latest ER:

https://seekingalpha.com/pr/18667651?source=content_type%3Ar…

Highlights:

• Revenue Growth of 71% Y/Y

• RPO up 91% Y/Y

• Customer Growth in the $100K+ Cohort of 43% Y/Y

Current Scouting Report:

https://seekingalpha.com/article/4498911-confluent-stock-sha…

13. GLBE - Platform to Enable Direct-to-Customer Cross-Border eCommerce.

https://www.global-e.com/

Press Release Latest ER:

https://seekingalpha.com/pr/18675076?source=content_type%3Ar…

Highlights:

• Revenue Growth of 54% Y/Y

• GMV Increased 66% Y/Y

Current Scouting Report:

https://seekingalpha.com/article/4499584-global-e-online-sto…

14. DOCN - Cloud-Based Computing Platform Tools for developers, Start-ups, and Small to Medium size businesses.

https://www.digitalocean.com/

Press Release Latest ER:

https://seekingalpha.com/pr/18684452?source=content_type%3Ar…

Highlights:

• Revenue Growth of 37% Y/Y

• NDRR of 116%

• Average Revenue Per Customer Increased 29% Y/Y

Current Scouting Report:

https://seekingalpha.com/article/4499624-digitial-ocean-hold…

The Portfolio Roster has the Following Trading Blocks:

MNDY at $143.28. Currently Negative Less than 1%

BILL at $202.73. Currently Negative Less than 1%

DDOG at $134.23. Currently Positive less than 1%

ZS at $224.37. Currently Positive by just over 1.6%

S at $34.78. Currently Negative by just over 1.5%

Current IBD Accumulation Ratings:

MNDY C-

BILL D+

DDOG B-

ZS C-

S B+

SE C+

SNOW B

UPST B-

U B-

MQ B

GTLB B+

CFLT D+

GLBE D+

DOCN B

All the Best,