The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109   42,868,351 500,857 SH   SOLE   454,818 0 46,039
ACV AUCTIONS INC COM CL A 00091G104   2,026,870 157,000 SH   SOLE   142,000 0 15,000
ADVANCED MICRO DEVICES INC COM 007903107   38,049,540 388,221 SH   SOLE   357,121 0 31,100
AGILYSYS INC COM 00847J105   8,258,013 100,085 SH   SOLE   88,000 0 12,085
ALTERYX LLC COM CL A 02156B103   22,823,683 387,894 SH   SOLE   347,824 0 40,070
APPFOLIO INC COM CL A 03783C100   7,041,211 56,565 SH   SOLE   49,476 0 7,089
BENTLEY SYS INC COM CL B 08265T208   8,823,483 205,245 SH   SOLE   183,245 0 22,000
BIGBEAR AI HLDGS INC *W EXP 12/08/202 08975B117   10,608 16,666 SH   SOLE   16,666 0 0
COGNEX CORP COM 192422103   18,069,349 364,669 SH   SOLE   326,357 0 38,312
DYNATRACE INC COM NEW 268150109   38,868,709 918,882 SH   SOLE   858,272 0 60,610
FLEX LTD ORD Y2573F102   49,468,508 2,149,870 SH   SOLE   1,950,621 0 199,249
INFORMATICA CORP COM CL A 45674M101   6,273,639 382,539 SH   SOLE   338,453 0 44,086
INNOVID CORP COMMON STOCK 457679108   28,200 20,000 SH   SOLE   20,000 0 0
INNOVID CORP *W EXP 11/30/202 457679116   604 2,499 SH   SOLE   2,499 0 0
INTERDIGITAL INC COM 45867G101   46,848,310 642,638 SH   SOLE   577,979 0 64,659
LEGALZOOM COM INC COM 52466B103   7,763,798 827,697 SH   SOLE   743,697 0 84,000
MANHATTAN ASSOCIATES INC COM 562750109   15,894,733 102,646 SH   SOLE   92,235 0 10,411
NICE LTD SPONSORED ADR 653656108   45,555,748 199,029 SH   SOLE   178,643 0 20,386
NVIDIA CORPORATION COM 67066G104   44,510,142 160,241 SH   SOLE   151,143 0 9,098
OFFERPAD SOLUTIONS INC *W EXP 09/01/202 67623L117   13,533 162,552 SH   SOLE   162,552 0 0
PURE STORAGE INC CL A 74624M102   12,104,495 474,500 SH   SOLE   425,000 0 49,500
QUALTEK SERVICES INC *W EXP 02/14/202 74760R113   2,739 37,500 SH   SOLE   37,500 0 0
RIGETTI COMPUTING INC *W EXP 99/99/999 76655K111   29,931 150,000 SH   SOLE   150,000 0 0
SALESFORCE INC COM 79466L302   16,702,607 83,605 SH   SOLE   74,993 0 8,612
SHIFT4 PMTS INC CL A 82452J109   4,771,382 62,947 SH   SOLE   56,498 0 6,449
SOLARWINDS INC COM NEW 83417Q204   6,608,498 768,430 SH   SOLE   676,584 0 91,846
STRYVE FOODS INC *W EXP 07/31/202 863685111   9,312 86,406 SH   SOLE   86,406 0 0