The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 9,574,686 | 88,035 | SH | SOLE | 82,366 | 0 | 5,669 | |||
| APPIAN CORP | CL A | 03782L101 | 14,780,582 | 369,977 | SH | SOLE | 346,830 | 0 | 23,147 | |||
| CLEARWATER ANALYTICS HLDGS I | CL A | 185123106 | 18,502,218 | 1,045,914 | SH | SOLE | 976,447 | 0 | 69,467 | |||
| COGNEX CORP | COM | 192422103 | 42,202,046 | 994,862 | SH | SOLE | 932,354 | 0 | 62,508 | |||
| DYNATRACE INC | COM NEW | 268150109 | 13,859,182 | 298,432 | SH | SOLE | 279,282 | 0 | 19,150 | |||
| EQUINIX INC | COM | 29444U700 | 22,070,149 | 26,741 | SH | SOLE | 25,086 | 0 | 1,655 | |||
| FLEX LTD | ORD | Y2573F102 | 32,708,927 | 1,143,269 | SH | SOLE | 1,081,732 | 0 | 61,537 | |||
| GLOBAL E ONLINE LTD | SHS | M5216V106 | 4,998,961 | 137,523 | SH | SOLE | 111,800 | 0 | 25,723 | |||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 15,234,390 | 130,532 | SH | SOLE | 122,118 | 0 | 8,414 | |||
| INFORMATICA CORP | COM CL A | 45674M101 | 31,470,110 | 899,146 | SH | SOLE | 849,787 | 0 | 49,359 | |||
| INTERDIGITAL INC | COM | 45867G101 | 39,263,407 | 368,809 | SH | SOLE | 345,675 | 0 | 23,134 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 41,757,122 | 46,214 | SH | SOLE | 43,309 | 0 | 2,905 | |||
| SQUARESPACE INC | CLASS A | 85225A107 | 7,309,864 | 200,600 | SH | SOLE | 188,600 | 0 | 12,000 | |||
| TALKSPACE INC | COM | 87427V103 | 24,344,198 | 6,819,103 | SH | SOLE | 6,819,103 | 0 | 0 | |||
| TERADATA CORP DEL | COM | 88076W103 | 10,149,753 | 262,471 | SH | SOLE | 245,308 | 0 | 17,163 | |||
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 61,325,089 | 1,833,336 | SH | SOLE | 1,734,385 | 0 | 98,951 | |||
| WIX COM LTD | SHS | M98068105 | 50,532,561 | 367,563 | SH | SOLE | 302,059 | 0 | 65,504 | |||
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 | 9,018,991 | 562,632 | SH | SOLE | 525,623 | 0 | 37,009 | |||