Spyglass Investment Strategy Overview

0 Megatrends Aging Ticker Population Cloud Cyber- Fintech All Computing security E-commerce Revolution AFRM ✓ ✓ ✓ AMG ✓ APG APP ✓ ASND DASH ✓ ✓ DDOG ✓ ✓ ✓ EXAS ✓ FIVE ✓ FOUR ✓ ✓ GDDY ✓ GLBE ✓ ✓ LYFT ✓ ✓ MEDP MTN ✓ ✓ NTNX ✓ ✓ PANW ✓ ✓ ✓ PCOR ✓ ✓ PTSG ✓ ✓ ROKU ✓ SG SPLK ✓ ✓ SPOT ✓ As of September 30, 2023 Spyglass Portfolio -- Megatrends Sharing Streaming Health & Medical Synthethic Transportation Ubiquitous Gaming Genomics Wellness Technology Mobile Robotics Economy Entertainment Sustainability Biology Revolution Connectivity ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ TDG ✓ WSC ✓ ✓ Total 5 15 8 3 T 3 2 2 3 3 11 2 3 2 2 1 4 9 43

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