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 COMM 05338G106 43,512 337,018 SH   SOLE   337,018 0 0
BILL.COM HOLDINGS INC COMM 090043100 66,572 267,197 SH   SOLE   267,197 0 0
CLOUDFLARE INC - CLASS A COMM 18915M107 45,601 346,779 SH   SOLE   346,779 0 0
DOCUSIGN INC COMM 256163106 33,582 220,482 SH   SOLE   220,482 0 0
DYNATRACE INC COMM 268150109 60,155 996,777 SH   SOLE   996,777 0 0
ELASTIC NV COMM N14506104 34,880 283,371 SH   SOLE   283,371 0 0
EVERBRIDGE INC COMM 29978A104 22,178 329,394 SH   SOLE   329,394 0 0
Q2 HOLDINGS INC COMM 74736L109 30,137 379,363 SH   SOLE   379,363 0 0
RINGCENTRAL INC-CLASS A COMM 76680R206 39,285 209,690 SH   SOLE   209,690 0 0
SENTINELONE INC - CLASS A COMM 81730H109 18,728 370,917 SH   SOLE   370,917 0 0
SMARTSHEET INC-CLASS A COMM 83200N103 48,543 626,768 SH   SOLE   626,768 0 0
TELADOC INC COMM 87918A105 21,886 238,356 SH   SOLE   238,356 0 0
UIPATH INC - CLASS A COMM 90364P105 18,561 430,341 SH   SOLE   430,341 0 0
ZENDESK INC COMM 98936J101 39,156 375,451 SH   SOLE   375,451 0 0
ZSCALER INC COMM 98980G102 60,663 188,788 SH   SOLE   188,788 0 0
ZETA GLOBAL INC COMM 98956A105 490 58,223 SH   SOLE   58,223 0 0