1. pipe(*)
  2. Modern Treasury
  3. Microacquire
  4. Levels FYI
  5. Creative Juice
  6. Railway
  7. Highlight
  8. Primer
  9. Portal
  10. Trucksmarter
  11. Opal
  12. Saber
  13. Kinnow Capital (LP)

*Pipe is by far the biggest investment I've made in my life; just not as a traditional investor.