End of May top 10 holdings

$LVGO (12.7%)
$SQ (12.2%)
$SE (8.2%)
$TTD (7.3%)
$WELL.TO (7.1%)
$CSU.TO (6.5%)
$MA (6.1%)
$PYPL (5.0%)
$DDOG (4.4%)
$FSLY (4.1%)

Cash 💰: 4.2%
New positions: None
Top ups: $LVGO @ $48.95/share and $SE @ $75.40/share
Sold/Trim: None