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 36,279 5,677,458 SH   SOLE   5,677,458 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 75,447 4,886,483 SH   SOLE   4,886,483 0 0
BOX INC CL A 10316T104 68,666 3,555,965 SH   SOLE   3,555,965 0 0
GODADDY INC CL A 380237107 75,915 1,009,639 SH   SOLE   1,009,639 0 0
IAC INTERACTIVECORP COM 44919P508 47,106 224,196 SH   SOLE   224,196 0 0
MIMECAST LTD ORD SHS G14838109 48,064 1,015,082 SH   SOLE   1,015,082 0 0
MONGODB INC CL A 60937P106 61,793 420,302 SH   SOLE   420,302 0 0
PEGASYSTEMS INC COM 705573103 123,046 1,893,015 SH   SOLE   1,893,015 0 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 70,681 3,389,954 SH   SOLE   3,389,954 0 0
PROOFPOINT INC COM 743424103 20,939 172,439 SH   SOLE   172,439 0 0
PROS HOLDING INC COM 74346Y103 26,055 616,844 SH   SOLE   616,844 0 0
RAPID7 INC COM 753422104 62,633 1,237,571 SH   SOLE   1,237,571 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 37,093 267,243 SH   SOLE   267,243 0 0
STAMPS COM INC COM NEW 852857200 66,550 817,464 SH   SOLE   817,464 0 0
VERINT SYS INC COM 92343X100 45,784 764,856 SH   SOLE   764,856 0 0
WIX COM LTD SHS M98068105 106,452 881,005 SH   SOLE   881,005 0 0
YELP INC CL A 985817105 101,787 2,950,345 SH   SOLE   2,950,345 0 0
ZUORA INC COM CL A 98983V106 1,324 66,120 SH   SOLE   66,120 0 0