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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
ACUITY BRANDS INC COM 00508Y102   15,896,076 95,985 SH   SOLE   95,985 0 0
APPFOLIO INC COM CL A 03783C100   12,190,148 115,678 SH   SOLE   115,678 0 0
APPLOVIN CORP COM CL A 03831W108   7,941,105 754,141 SH   SOLE   754,141 0 0
BLACKLINE INC COM 09239B109   8,695,657 129,265 SH   SOLE   129,265 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108   6,276,741 18,510 SH   SOLE   18,510 0 0
FRONTIER COMMUNICATIONS PARENT COM 35909D109   11,147,729 437,509 SH   SOLE   437,509 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   8,200,928 131,089 SH   SOLE   131,089 0 0
MERIDIANLINK INC COMMON STOCK 58985J105   14,009,172 1,020,333 SH   SOLE   1,020,333 0 0
PAR TECHNOLOGY CORP COM 698884103   12,049,997 462,217 SH   SOLE   462,217 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   10,523,169 223,043 SH   SOLE   223,043 0 0