CADIAN CAPITAL MANAGEMENT, LP Quant / Systematic

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
HQY	HEALTHEQUITY INC	566,700	$51,915	3.7%	$95.73	0.0%	COM	42226A107
ALKT	ALKAMI TECHNOLOGY INC	1,169,000	$26,969	1.9%	$22.06	0.0%	COM	01644J108
TSM	TAIWAN SEMICONDUCTOR MFG LTD	57,000	$17,322	1.3%	$303.89	—	SPONSORED ADS	874039100
META	META PLATFORMS INC	13,700	$9,043	0.7%	$667.32	0.0%	CL A	30303M102
INTA	INTAPP INC	185,000	$8,477	0.6%	$41.48	0.0%	COM	45827U109
U	UNITY SOFTWARE INC	13,000	$574	0.0%	$40.75	0.0%	COM	91332U101
HIMS	HIMS & HERS HEALTH INC	12,635	$410	0.0%	$42.83	0.0%	COM CL A	433000106
GOGO	GOGO INC	50,000	$233	0.0%	$7.33	0.0%	COM	38046C109

Increased Positions (8)

DKNG DRAFTKINGS INC NEW 13.7%

Value ($000) $190,365 (+266.5%) Shares 5,524,221 (+297.8%) Est. Cost $35.51 Unrealized -7.4%

VRNS VARONIS SYS INC 5.4%

Value ($000) $74,869 (-28.3%) Shares 2,282,581 (+25.7%) Est. Cost $52.72 Unrealized -20.4%

NTNX NUTANIX INC 5.1%

Value ($000) $71,208 (-25.4%) Shares 1,377,589 (+7.3%) Est. Cost $63.45 Unrealized -3.7%

PCOR PROCORE TECHNOLOGIES INC 5.5%

Value ($000) $76,816 (+34.9%) Shares 1,056,032 (+35.3%) Est. Cost $69.37 Unrealized +6.6%

SIBN SI-BONE INC 1.7%

Value ($000) $23,094 (+163.7%) Shares 1,171,100 (+96.8%) Est. Cost $16.84 Unrealized +3.1%

MNDY MONDAY COM LTD 4.7%

Value ($000) $64,704 (+26.5%) Shares 438,490 (+66.1%) Est. Cost $205.64 Unrealized -18.1%

OPLN OPENLANE INC 2.8%

Value ($000) $38,101 (+13.5%) Shares 1,279,418 (+9.6%) Est. Cost $18.42 Unrealized +46.8%

OABI OMNIAB INC 0.6%

Value ($000) $8,205 (+39.5%) Shares 4,434,954 (+20.7%) Est. Cost $1.81 Unrealized -4.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DKNG	DRAFTKINGS INC NEW	5,524,221 (+297.8%)	$190,365 (+266.5%)	13.7%	$35.51	-7.4%	COM CL A	26142V105
VRNS	VARONIS SYS INC	2,282,581 (+25.7%)	$74,869 (-28.3%)	5.4%	$52.72	-20.4%	COM	922280102
NTNX	NUTANIX INC	1,377,589 (+7.3%)	$71,208 (-25.4%)	5.1%	$63.45	-3.7%	CL A	67059N108
PCOR	PROCORE TECHNOLOGIES INC	1,056,032 (+35.3%)	$76,816 (+34.9%)	5.5%	$69.37	+6.6%	COM	74275K108
SIBN	SI-BONE INC	1,171,100 (+96.8%)	$23,094 (+163.7%)	1.7%	$16.84	+3.1%	COM	825704109
MNDY	MONDAY COM LTD	438,490 (+66.1%)	$64,704 (+26.5%)	4.7%	$205.64	-18.1%	SHS	M7S64H106
OPLN	OPENLANE INC	1,279,418 (+9.6%)	$38,101 (+13.5%)	2.8%	$18.42	+46.8%	COM	48238T109
OABI	OMNIAB INC	4,434,954 (+20.7%)	$8,205 (+39.5%)	0.6%	$1.81	-4.1%	COM	68218J103

Exited Positions (8)

HUBS HUBSPOT INC 4.6%

Value ($000) $63,281 Shares 135,274 Est. Cost $566.43 Unrealized -26.9%

CRTO CRITEO S A 4.0%

Value ($000) $55,957 Shares 2,475,961 Est. Cost $32.72 Unrealized —

BRZE BRAZE INC 3.6%

Value ($000) $50,143 Shares 1,763,108 Est. Cost $46.56 Unrealized -36.4%

SPT SPROUT SOCIAL INC 3.6%

Value ($000) $49,835 Shares 3,857,191 Est. Cost $36.57 Unrealized -70.5%

RELY REMITLY GLOBAL INC 1.5%

Value ($000) $21,013 Shares 1,289,122 Est. Cost $17.95 Unrealized -19.1%

FLUT FLUTTER ENTMT PLC 1.0%

Value ($000) $13,221 Shares 52,050 Est. Cost $245.37 Unrealized -8.3%

WIX WIX COM LTD 0.7%

Value ($000) $10,214 Shares 57,500 Est. Cost $150.49 Unrealized -19.7%

RBRK RUBRIK INC. 0.0%

Value ($000) $658 Shares 8,000 Est. Cost $85.96 Unrealized -10.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
HUBS	HUBSPOT INC	135,274	$63,281	4.6%	$566.43	-26.9%	—	443573100
CRTO	CRITEO S A	2,475,961	$55,957	4.0%	$32.72	—	—	226718104
BRZE	BRAZE INC	1,763,108	$50,143	3.6%	$46.56	-36.4%	—	10576N102
SPT	SPROUT SOCIAL INC	3,857,191	$49,835	3.6%	$36.57	-70.5%	—	85209W109
RELY	REMITLY GLOBAL INC	1,289,122	$21,013	1.5%	$17.95	-19.1%	—	75960P104
FLUT	FLUTTER ENTMT PLC	52,050	$13,221	1.0%	$245.37	-8.3%	—	G3643J108
WIX	WIX COM LTD	57,500	$10,214	0.7%	$150.49	-19.7%	—	M98068105
RBRK	RUBRIK INC.	8,000	$658	0.0%	$85.96	-10.8%	—	781154109

Decreased Positions (9)

CFLT CONFLUENT INC 2.8%

Value ($000) $38,491 (-66.9%) Shares 1,272,854 (-78.3%) Est. Cost $23.67 Unrealized +3.7%

EVH EVOLENT HEALTH INC 3.2%

Value ($000) $44,342 (-55.3%) Shares 11,085,455 (-5.5%) Est. Cost $13.27 Unrealized -58.1%

FLYW FLYWIRE CORPORATION 8.1%

Value ($000) $112,249 (-26.7%) Shares 7,927,159 (-29.9%) Est. Cost $13.93 Unrealized -1.7%

GH GUARDANT HEALTH INC 6.8%

Value ($000) $94,237 (-29.6%) Shares 922,628 (-56.9%) Est. Cost $25.47 Unrealized +251.3%

GLBE GLOBAL E ONLINE LTD 12.5%

Value ($000) $172,405 (-15.0%) Shares 4,385,770 (-22.7%) Est. Cost $39.21 Unrealized -5.4%

IQV IQVIA HLDGS INC 8.9%

Value ($000) $123,901 (-18.8%) Shares 549,669 (-31.6%) Est. Cost $193.35 Unrealized +12.5%

OMCL OMNICELL COM 3.7%

Value ($000) $51,758 (-18.8%) Shares 1,142,555 (-45.4%) Est. Cost $30.08 Unrealized +21.6%

MXCT MAXCYTE INC 0.4%

Value ($000) $5,709 (-56.1%) Shares 3,683,052 (-55.2%) Est. Cost $4.02 Unrealized -60.2%

TCMD TACTILE SYS TECHNOLOGY INC 2.3%

Value ($000) $31,439 (+10.5%) Shares 1,084,094 (-47.3%) Est. Cost $13.24 Unrealized +67.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CFLT	CONFLUENT INC	1,272,854 (-78.3%)	$38,491 (-66.9%)	2.8%	$23.67	+3.7%	CLASS A COM	20717M103
EVH	EVOLENT HEALTH INC	11,085,455 (-5.5%)	$44,342 (-55.3%)	3.2%	$13.27	-58.1%	CL A	30050B101
FLYW	FLYWIRE CORPORATION	7,927,159 (-29.9%)	$112,249 (-26.7%)	8.1%	$13.93	-1.7%	COM VTG	302492103
GH	GUARDANT HEALTH INC	922,628 (-56.9%)	$94,237 (-29.6%)	6.8%	$25.47	+251.3%	COM	40131M109
GLBE	GLOBAL E ONLINE LTD	4,385,770 (-22.7%)	$172,405 (-15.0%)	12.5%	$39.21	-5.4%	SHS	M5216V106
IQV	IQVIA HLDGS INC	549,669 (-31.6%)	$123,901 (-18.8%)	8.9%	$193.35	+12.5%	COM	46266C105
OMCL	OMNICELL COM	1,142,555 (-45.4%)	$51,758 (-18.8%)	3.7%	$30.08	+21.6%	COM	68213N109
MXCT	MAXCYTE INC	3,683,052 (-55.2%)	$5,709 (-56.1%)	0.4%	$4.02	-60.2%	COM	57777K106
TCMD	TACTILE SYS TECHNOLOGY INC	1,084,094 (-47.3%)	$31,439 (+10.5%)	2.3%	$13.24	+67.6%	COM	87357P100

Unchanged Positions (1)

CYRX CRYOPORT INC 3.4%

Value ($000) $47,640 Shares 4,962,552 Est. Cost $14.59 Unrealized -35.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CYRX	CRYOPORT INC	4,962,552	$47,640	3.4%	$14.59	-35.3%	COM PAR $0.001	229050307