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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
ELASTIC N V ORD SHS N14506104   14,593,523 129,490 SH   SOLE   129,490 0 0
ELASTIC N V ORD SHS N14506104   3,709,295 32,913 SH   OTR   32,913 0 0
EVERQUOTE INC COM CL A 30041R108   8,294,718 677,673 SH   SOLE   677,673 0 0
FABRINET SHS G3323L100   15,867,622 83,369 SH   SOLE   83,369 0 0
FABRINET SHS G3323L100   4,269,483 22,432 SH   OTR   22,432 0 0
HARMONIC INC COM 413160102   23,233,824 1,781,735 SH   SOLE   1,781,735 0 0
IMPINJ INC COM 453204109   23,520,878 261,256 SH   SOLE   261,256 0 0
IMPINJ INC COM 453204109   5,164,841 57,368 SH   OTR   57,368 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203   7,031,940 937,592 SH   SOLE   937,592 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203   1,729,215 230,562 SH   OTR   230,562 0 0
MITEK SYS INC COM NEW 606710200   15,347,428 1,176,950 SH   SOLE   1,176,950 0 0
RISKIFIED LTD SHS CL A M8216R109   15,214,750 3,251,015 SH   SOLE   3,251,015 0 0
SITIME CORP COM 82982T106   15,878,335 130,065 SH   SOLE   130,065 0 0
SITIME CORP COM 82982T106   2,984,978 24,451 SH   OTR   24,451 0 0
TENABLE HLDGS INC COM 88025T102   12,961,422 281,403 SH   SOLE   281,403 0 0
TENABLE HLDGS INC COM 88025T102   2,766,271 60,058 SH   OTR   60,058 0 0
TWILIO INC CL A 90138F102   14,929,168 196,773 SH   SOLE   196,773 0 0
TWILIO INC CL A 90138F102   2,687,315 35,420 SH   OTR   35,420 0 0