good news is that US Select Direct II has a direct holding in KnowBe4, according to the CD funds website.
elephant had already exited Acloudguru, not sure what else has been exited, so it's possible Elephants holding is on the higher side of your estimates. also be interested to know if they marked down at 30 June ($15.60) SP for the 30 sept NAV.
anyway plenty of guess work, but the US Selecr direct interest could be a kicker for the upside ??
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