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
AVALARA INC COM 05338G106 36,403 487,971 SH   SOLE   487,971 0 0
CHANGE HEALTHCARE INC COM 15912K100 42,868 4,291,082 SH   SOLE   4,291,082 0 0
FIVE9 INC COM 338307101 39,693 519,136 SH   SOLE   519,136 0 0
MONGODB INC CL A 60937P106 114,039 835,205 SH   SOLE   835,205 0 0
MIMECAST LTD ORD SHS G14838109 26,339 746,144 SH   SOLE   746,144 0 0
NICE LTD SPONSORED ADR 653656108 83,392 580,889 SH   SOLE   580,889 0 0
SERVICENOW INC COM 81762P102 39,564 138,057 SH   SOLE   138,057 0 0
OKTA INC CL A 679295105 84,213 688,799 SH   SOLE   688,799 0 0
PEGASYSTEMS INC COM 705573103 86,729 1,217,590 SH   SOLE   1,217,590 0 0
PINTEREST INC CL A 72352L106 36,417 2,358,646 SH   SOLE   2,358,646 0 0
RINGCENTRAL INC CL A 76680R206 119,982 566,194 SH   SOLE   566,194 0 0
RAPID7 INC COM 753422104 48,042 1,108,752 SH   SOLE   1,108,752 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 37,762 861,742 SH   SOLE   861,742 0 0
TWILIO INC CL A 90138F102 59,803 668,262 SH   SOLE   668,262 0 0
WIX COM LTD SHS M98068105 49,117 487,179 SH   SOLE   487,179 0 0
ZENDESK INC COM 98936J101 60,847 950,585 SH   SOLE   950,585 0 0
ZUORA INC COM CL A 98983V106 25,924 3,220,321 SH   SOLE   3,220,321 0 0