Spyglass Investment Strategy Overview

0 Portfolio Construction Portfolio Allocation Bucket 1 32% Bucket 2 32% As of September 30, 2023 Bucket 3 35% Phase 3 25% AMG Phase 2 47% TRANSDIGM GROUP INC. VAIL RESORTS® splunk> GoDaddy WILLSCOT Spotify five BELOW exact sciences PURESTORAGE NUTANIX lyn paloalto NETWORKS PROCORE Globale A APPLOVIN Roku MED PACE DATADOG Phase 1 27% Shift4 PAYMENTS API DOORDASH sweetgreen GROUP ascendis pharma affirm

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