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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
CYBERARK SOFTWARE LTD SHS M2682V108   71,504,053 326,428 SH   SOLE   326,428 0 0
INTAPP INC COM 45827U109   55,748,004 1,466,281 SH   SOLE   1,466,281 0 0
JABIL INC COM 466313103   98,687,225 774,625 SH   SOLE   774,625 0 0
JFROG LTD ORD SHS M6191J100   67,260,416 1,943,381 SH   SOLE   1,943,381 0 0
MASONITE INTL CORP COM 575385109   15,444,947 182,435 SH   SOLE   182,435 0 0
MORNINGSTAR INC COM 617700109   50,720,297 177,195 SH   SOLE   177,195 0 0
PTC INC COM 69370C100   109,992,453 628,672 SH   SOLE   628,672 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   18,109,037 962,223 SH   SOLE   962,223 0 0
SERVICENOW INC COM 81762P102   116,439,443 164,814 SH   SOLE   164,814 0 0
SPRINKLR INC CL A 85208T107   51,843,457 4,305,935 SH   SOLE   4,305,935 0 0
TYLER TECHNOLOGIES INC COM 902252105   45,123,092 107,919 SH   SOLE   107,919 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105   54,519,313 6,181,328 SH   SOLE   6,181,328 0 0
ZUORA INC COM CL A 98983V106   54,920,036 5,842,557 SH   SOLE   5,842,557 0 0