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
BILL HOLDINGS INC COM 090043100   7,579,541 110,296 SH   SOLE   110,296 0 0
BLACKLINE INC COM 09239B109   6,587,160 102,000 SH   SOLE   102,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   10,061,533 37,878 SH   SOLE   37,878 0 0
DOCEBO INC COM 25609L105   7,703,085 157,270 SH   SOLE   157,270 0 0
DYNATRACE INC COM NEW 268150109   3,127,734 67,350 SH   SOLE   67,350 0 0
FASTLY INC CL A 31188V100   6,779,419 522,700 SH   SOLE   522,700 0 0
FIVE9 INC COM 338307101   9,231,658 148,634 SH   SOLE   148,634 0 0
GITLAB INC CLASS A COM 37637K108   7,503,510 128,661 SH   SOLE   128,661 0 0
GODADDY INC CL A 380237107   6,634,212 55,900 SH   SOLE   55,900 0 0
HUBSPOT INC COM 443573100   12,741,098 20,335 SH   SOLE   20,335 0 0
INFORMATICA INC COM CL A 45674M101   11,614,575 331,845 SH   SOLE   331,845 0 0
KLAVIYO INC COM SER A 49845K101   7,516,090 294,980 SH   SOLE   294,980 0 0
MONGODB INC CL A 60937P106   4,999,442 13,940 SH   SOLE   13,940 0 0
NUTANIX INC CL A 67059N108   13,538,405 219,352 SH   SOLE   219,352 0 0
OKTA INC CL A 679295105   10,901,404 104,200 SH   SOLE   104,200 0 0
WIX COM LTD SHS M98068105   14,696,612 106,900 SH   SOLE   106,900 0 0
WORKDAY INC CL A 98138H101   7,718,825 28,300 SH   SOLE   28,300 0 0
WORKIVA INC COM CL A 98139A105   3,332,640 39,300 SH   SOLE   39,300 0 0
ZSCALER INC COM 98980G102   2,457,766 12,759 SH   SOLE   12,759 0 0