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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

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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
ALTERYX INC COM CL A 02156B103 79,980 3,926,344 SH   SOLE N/A 3,926,344 0 0
APPIAN CORP CL A 03782L101 107,529 3,778,237 SH   SOLE N/A 3,778,237 0 0
AXON ENTERPRISE INC COM 05464C101 33,882 1,494,585 SH   SOLE N/A 1,494,585 0 0
MIMECAST LTD ORD SHS G14838109 139,959 4,924,658 SH   SOLE N/A 4,924,658 0 0
MINDBODY INC COM CL A 60255W105 71,514 2,766,493 SH   SOLE N/A 2,766,493 0 0
SHOPIFY INC CL A 82509L107 163,086 1,400,000 SH   SOLE N/A 1,400,000 0 0
STURM RUGER & CO INC COM 864159108 15,510 300,000 SH   SOLE N/A 300,000 0 0