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 307,234 5,166,199 SH   SOLE N/A 5,166,199 0 0
APPIAN CORP CL A 03782L101 199,104 7,454,291 SH   SOLE N/A 7,454,291 0 0
AXON ENTERPRISE INC COM 05464C101 108,319 2,475,862 SH   SOLE N/A 2,475,862 0 0
CANNAE HLDGS INC COM 13765N107 10,957 640,000 SH   SOLE N/A 640,000 0 0
CARGURUS INC COM CL A 141788109 8,433 250,000 SH   SOLE N/A 250,000 0 0
CERIDIAN HCM HLDG INC COM 15677J108 13,796 400,000 SH   SOLE N/A 400,000 0 0
MIMECAST LTD ORD SHS G14838109 185,596 5,518,775 SH   SOLE N/A 5,518,775 0 0
SHOPIFY INC CL A 82509L107 256,409 1,851,997 SH   SOLE N/A 1,851,997 0 0
ZUORA INC COM CL A 98983V106 24,663 1,359,600 SH   SOLE N/A 1,359,600 0 0