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

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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
ACUITY BRANDS INC COM 00508Y102 14,407 91,490 SH   SOLE   91,490 0 0
APPFOLIO INC COM CL A 03783C100 12,114 115,678 SH   SOLE   115,678 0 0
APPLOVIN CORP COM CL A 03831W108 11,190 574,152 SH   SOLE   574,152 0 0
BLACKLINE INC COM 09239B109 9,777 163,220 SH   SOLE   163,220 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108 1,706 5,625 SH   SOLE   5,625 0 0
FRONTIER COMMUNICATIONS PARENT COM 35909D109 10,251 437,509 SH   SOLE   437,509 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 4,993 81,089 SH   SOLE   81,089 0 0
MERIDIANLINK INC COMMON STOCK 58985J105 14,546 893,519 SH   SOLE   893,519 0 0
PAR TECHNOLOGY CORP COM 698884103 9,490 321,357 SH   SOLE   321,357 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 11,036 223,043 SH   SOLE   223,043 0 0