13F HOLDINGS REPORT
SCALAR GAUGE MANAGEMENT, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001965542-24-000003
Total Value
$129.9M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Zuora Inc | 98983V106 | 3,758,929 | $34.3M | 26.40% |
| 2 | EMCOR Group Inc | EME | 28,000 | $9.8M | 7.55% |
| 3 | Solarwinds Corp | 83417Q204 | 749,060 | $9.5M | 7.28% |
| 4 | Alkami Technology Inc | ALKT | 343,374 | $8.4M | 6.50% |
| 5 | Dell Technologies Inc | DELL | 50,000 | $5.7M | 4.39% |
| 6 | Cintas Corp | CTAS | 7,000 | $4.8M | 3.70% |
| 7 | Enfusion Inc | 292812104 | 503,513 | $4.7M | 3.59% |
| 8 | Cellebrite DI Ltd | CLBT | 393,554 | $4.4M | 3.36% |
| 9 | Walkme Ltd | M97628107 | 505,733 | $4.3M | 3.35% |
| 10 | Appian Corp | APPN | 103,000 | $4.1M | 3.17% |
| 11 | Integral Ad Science Holding Corp | 45828L108 | 362,769 | $3.6M | 2.79% |
| 12 | SimilarWeb Ltd | SMWB | 378,702 | $3.4M | 2.62% |
| 13 | iShares MSCI India ETF | 46429B598 | 64,000 | $3.3M | 2.54% |
| 14 | Clearwater Analytics Holdings Inc | CWAN | 175,000 | $3.1M | 2.38% |
| 15 | Smartsheet Inc | 83200N103 | 80,000 | $3.1M | 2.37% |
| 16 | Teradata Corp | TDC | 79,000 | $3.1M | 2.35% |
| 17 | Zeta Global Holdings Corp | ZETA | 261,865 | $2.9M | 2.20% |
| 18 | Cognyte Software Ltd | CGNT | 325,032 | $2.7M | 2.07% |
| 19 | Fabrinet | FN | 13,000 | $2.5M | 1.89% |
| 20 | Backblaze Inc | BLZE | 235,887 | $2.4M | 1.86% |
| 21 | Walmart Inc | WMT | 39,000 | $2.3M | 1.81% |
| 22 | John Wiley & Sons Inc | 968223206 | 55,016 | $2.1M | 1.62% |
| 23 | SecureWorks Corp | 81374A105 | 266,137 | $1.8M | 1.38% |
| 24 | Marvell Technology Group Ltd | MRVL | 24,000 | $1.7M | 1.31% |
| 25 | Global Blue Group Holding Ltd | H33700107 | 238,883 | $1.3M | 0.96% |
| 26 | TTEC Holdings Inc | TTEC | 70,000 | $725,900 | 0.56% |