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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ANGI HOMESERVICES INC COM CL A 00183L102 51,922 7,328,458 SH   SOLE   7,328,458 0 0
MIMECAST LTD ORD SHS G14838109 76,204 2,136,354 SH   SOLE   2,136,354 0 0
MONGODB INC CL A 60937P106 71,817 596,089 SH   SOLE   596,089 0 0
NICE LTD SPONSORED ADR 653656108 65,495 455,460 SH   SOLE   455,460 0 0
OKTA INC CL A 679295105 33,047 335,641 SH   SOLE   335,641 0 0
PEGASYSTEMS INC COM 705573103 121,784 1,789,632 SH   SOLE   1,789,632 0 0
PINTEREST INC CL A 72352L106 54,494 2,060,281 SH   SOLE   2,060,281 0 0
PROOFPOINT INC COM 743424103 29,337 227,327 SH   SOLE   227,327 0 0
RAPID7 INC COM 753422104 75,272 1,658,341 SH   SOLE   1,658,341 0 0
RINGCENTRAL INC CL A 76680R206 55,340 440,398 SH   SOLE   440,398 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 66,683 1,293,055 SH   SOLE   1,293,055 0 0
TWILIO INC CL A 90138F102 69,868 635,393 SH   SOLE   635,393 0 0
VERINT SYS INC COM 92343X100 55,641 1,300,634 SH   SOLE   1,300,634 0 0
WIX COM LTD SHS M98068105 96,302 824,930 SH   SOLE   824,930 0 0
ZUORA INC COM CL A 98983V106 28,401 1,887,135 SH   SOLE   1,887,135 0 0