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

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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 101,114 4,001,344 SH   SOLE N/A 4,001,344 0 0
APPIAN CORP CL A 03782L101 157,942 5,017,229 SH   SOLE N/A 5,017,229 0 0
AXON ENTERPRISE INC COM 05464C101 81,963 3,092,945 SH   SOLE N/A 3,092,945 0 0
CARGURUS INC COM CL A 141788109 7,495 250,000 SH   SOLE N/A 250,000 0 0
MIMECAST LTD ORD SHS G14838109 141,190 4,924,658 SH   SOLE N/A 4,924,658 0 0
SHOPIFY INC CL A 82509L107 158,590 1,570,200 SH   SOLE N/A 1,570,200 0 0
STURM RUGER & CO INC COM 864159108 16,755 300,000 SH   SOLE N/A 300,000 0 0