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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ELASTIC N V ORD SHS N14506104   13,069,792 130,385 SH   SOLE   130,385 0 0
ELASTIC N V ORD SHS N14506104   2,468,310 24,624 SH   OTR   24,624 0 0
EVERQUOTE INC COM CL A 30041R108   13,445,606 724,440 SH   SOLE   724,440 0 0
FABRINET SHS G3323L100   20,263,511 107,203 SH   SOLE   107,203 0 0
FABRINET SHS G3323L100   3,823,875 20,230 SH   OTR   20,230 0 0
HARMONIC INC COM 413160102   19,398,382 1,443,332 SH   SOLE   1,443,332 0 0
IMPINJ INC COM 453204109   24,487,530 190,698 SH   SOLE   190,698 0 0
IMPINJ INC COM 453204109   3,894,932 30,332 SH   OTR   30,332 0 0
JAMF HLDG CORP COM 47074L105   11,904,122 648,726 SH   SOLE   648,726 0 0
JAMF HLDG CORP COM 47074L105   1,478,056 80,548 SH   OTR   80,548 0 0
MITEK SYS INC COM NEW 606710200   16,994,406 1,205,277 SH   SOLE   1,205,277 0 0
RISKIFIED LTD SHS CL A M8216R109   14,015,135 2,590,598 SH   SOLE   2,590,598 0 0
SITIME CORP COM 82982T106   10,364,006 111,166 SH   SOLE   111,166 0 0
SITIME CORP COM 82982T106   1,421,012 15,242 SH   OTR   15,242 0 0
TENABLE HLDGS INC COM 88025T102   4,752,052 96,137 SH   SOLE   96,137 0 0
TWILIO INC CL A 90138F102   15,827,088 258,824 SH   SOLE   258,824 0 0
TWILIO INC CL A 90138F102   2,965,775 48,500 SH   OTR   48,500 0 0