The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| APPFOLIO INC | COM CL A | 03783C100 | 18,849,330 | 109,500 | SH | SOLE | 109,500 | 0 | 0 | |||
| BLOCK INC | CL A | 852234103 | 21,968,100 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | |||
| CLOUDFLARE INC | CL A COM | 18915M107 | 20,591,550 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | |||
| DUOLINGO INC | CL A COM | 26603R106 | 14,365,470 | 100,500 | SH | SOLE | 100,500 | 0 | 0 | |||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 16,113,800 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 10,641,875 | 31,250 | SH | SOLE | 31,250 | 0 | 0 | |||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 19,195,650 | 295,000 | SH | SOLE | 295,000 | 0 | 0 | |||
| RH | COM | 74967X103 | 13,513,190 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | |||