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Interested in DDOG also...should be a post on it a week or so back on this board.
Alex Clayton at Medium did a nice write-up on their S-1.

Looks to be in that APM space, but more akin to MDB and ESTC in that it is a ground-up/devops sales motion. Growth very solid.

I was sort of interested in NET, but like with FSLY, I have since determined (right or wrong) that the CDN plays are essentially infrastructure, and I am just not a fan of investing there anymore. (VMware, NTNX, Cisco, Arista, PSTG, etc etc)

Dreamer
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