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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AFFIRM HLDGS INC COM CL A 00827B106   24,652,766 356,563 SH   SOLE   309,226 0 47,337
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   10,142,116 1,077,802 SH   SOLE   943,913 0 133,889
CLEARWATER ANALYTICS HLDGS I CL A 185123106   14,633,472 667,281 SH   SOLE   649,782 0 17,499
COHERENT CORP COM 19247G107   39,737,703 445,440 SH   SOLE   396,798 0 48,642
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   17,621,729 190,320 SH   SOLE   172,020 0 18,300
DOCUSIGN INC COM 256163106   25,385,520 325,915 SH   SOLE   285,049 0 40,866
ELASTIC N V ORD SHS N14506104   15,546,657 184,355 SH   SOLE   161,318 0 23,037
FLEX LTD ORD Y2573F102   64,991,647 1,301,916 SH   SOLE   1,104,248 0 197,668
GUIDEWIRE SOFTWARE INC COM 40171V100   35,484,199 150,708 SH   SOLE   134,868 0 15,840
INTERDIGITAL INC COM 45867G101   53,046,316 236,571 SH   SOLE   229,951 0 6,620
ISHARES TR RUSSELL 2000 ETF 464287655   64,737,000 300,000 SH Put SOLE   300,000 0 0
JFROG LTD ORD SHS M6191J100   9,512,482 216,784 SH   SOLE   188,499 0 28,285
MAPLEBEAR INC COM 565394103   20,538,417 453,988 SH   SOLE   385,509 0 68,479
MARVELL TECHNOLOGY INC COM 573874104   54,967,467 710,174 SH   SOLE   630,621 0 79,553
MIRION TECHNOLOGIES INC COM CL A 60471A101   11,957,267 555,377 SH   SOLE   484,867 0 70,510
NCINO INC COM 63947X101   34,655,753 1,239,033 SH   SOLE   1,093,876 0 145,157
NCR ATLEOS CORPORATION COM SHS 63001N106   8,769,152 307,366 SH   SOLE   271,171 0 36,195
PAGAYA TECHNOLOGIES LTD CL A NEW M7S64L123   4,352,926 204,171 SH   SOLE   184,160 0 20,011
PALANTIR TECHNOLOGIES INC CL A 69608A108   18,813,250 138,008 SH   SOLE   119,595 0 18,413
PEGASYSTEMS INC COM 705573103   74,296,943 1,372,565 SH   SOLE   1,226,288 0 146,277
PEGASYSTEMS INC COM 705573103   37,891,000 700,000 SH Put SOLE   700,000 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   63,616,298 1,467,504 SH   SOLE   1,429,100 0 38,404
UNITY SOFTWARE INC COM 91332U101   9,813,923 405,534 SH   SOLE   355,375 0 50,159
WIX COM LTD SHS M98068105   36,802,018 232,248 SH   SOLE   188,747 0 43,501