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 35,327 355,013 SH   SOLE   355,013 0 0
BILL.COM HOLDINGS INC COMM 090043100 58,367 257,363 SH   SOLE   257,363 0 0
CLOUDFLARE INC - CLASS A COMM 18915M107 40,311 336,770 SH   SOLE   336,770 0 0
DOCUSIGN INC COMM 256163106 26,246 245,014 SH   SOLE   245,014 0 0
DYNATRACE INC COMM 268150109 53,072 1,126,784 SH   SOLE   1,126,784 0 0
ELASTIC NV COMM N14506104 25,206 283,371 SH   SOLE   283,371 0 0
Q2 HOLDINGS INC COMM 74736L109 23,388 379,363 SH   SOLE   379,363 0 0
RINGCENTRAL INC-CLASS A COMM 76680R206 25,316 215,987 SH   SOLE   215,987 0 0
SENTINELONE INC - CLASS A COMM 81730H109 27,151 700,851 SH   SOLE   700,851 0 0
SMARTSHEET INC-CLASS A COMM 83200N103 36,919 673,955 SH   SOLE   673,955 0 0
TELADOC INC COMM 87918A105 17,961 249,004 SH   SOLE   249,004 0 0
UIPATH INC - CLASS A COMM 90364P105 16,561 767,085 SH   SOLE   767,085 0 0
ZENDESK INC COMM 98936J101 38,267 318,119 SH   SOLE   318,119 0 0
ZSCALER INC COMM 98980G102 47,432 196,585 SH   SOLE   196,585 0 0
ZETA GLOBAL INC COMM 98956A105 668 58,223 SH   SOLE   58,223 0 0
EQUILLIUM INC COMM 29446K106 1,771 562,278 SH   SOLE   562,278 0 0