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 | 13,697,250 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| ATLASSIAN CORPORATION | CL A | 049468101 | 16,120,800 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| BLOCK INC | CL A | 852234103 | 10,179,800 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | |||
| CLOUDFLARE INC | CL A COM | 18915M107 | 16,169,760 | 256,500 | SH | SOLE | 256,500 | 0 | 0 | |||
| DUOLINGO INC | CL A COM | 26603R106 | 19,489,725 | 117,500 | SH | SOLE | 117,500 | 0 | 0 | |||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 16,516,250 | 182,500 | SH | SOLE | 182,500 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 9,867,188 | 31,250 | SH | SOLE | 31,250 | 0 | 0 | |||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 17,571,080 | 269,000 | SH | SOLE | 269,000 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 15,688,875 | 287,500 | SH | SOLE | 287,500 | 0 | 0 | |||