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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADT INC COM 00090Q103 505,327 5,841,931 SH   SOLE   5,841,931 0 0
ANGI HOMESERVICES INC CL A 00183L102 385,031 2,503,454 SH   SOLE   2,503,454 0 0
APPTIO INC CL A 03835C108 990,921 2,737,350 SH   SOLE   2,737,350 0 0
BOX INC CLASS CL A 10316T104 643,275 2,574,129 SH   SOLE   2,574,129 0 0
CLOUDERA INC COM 18914U100 387,029 2,837,455 SH   SOLE   2,837,455 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 429,047 1,317,713 SH   SOLE   1,317,713 0 0
GODADDY INC CL A 380237107 800,950 1,134,490 SH   SOLE   1,134,490 0 0
INSTRUCTURE INC COM 45781U103 380,428 894,072 SH   SOLE   894,072 0 0
MINDBODY INC CL A 60255W105 534,857 1,385,641 SH   SOLE   1,385,641 0 0
MODEL N INC COM 607525102 508,757 2,735,254 SH   SOLE   2,735,254 0 0
PEGASYSTEMS INC COM 705573103 1,105,123 2,016,648 SH   SOLE   2,016,648 0 0
PIVOTAL SOFTWARE INC CL A 72582H107 14,586 60,099 SH   SOLE   60,099 0 0
SHUTTERFLY INC COM 82568P304 1,213,318 1,347,682 SH   SOLE   1,347,682 0 0
STAMPS.COM INC COM NEW 852857200 734,194 290,138 SH   SOLE   290,138 0 0
TALENDA SA ADS 874224207 96,596 155,099 SH   SOLE   155,099 0 0
YELP INC CL A 985817105 845,656 2,158,386 SH   SOLE   2,158,386 0 0
WIX.COM LTD SHS M98068105 601,734 599,934 SH   SOLE   599,934 0 0