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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AFFIRM HOLDINGS INC COM CL A 00827B106 201,050 1,687,648 SH   SOLE N/A 1,687,648 0 0
ALTERYX INC COM CL A 02156B103 82,374 1,126,866 SH   SOLE N/A 1,126,866 0 0
APPIAN CORP CL A 03782L101 488,553 5,281,078 SH   SOLE N/A 5,281,078 0 0
AXON ENTERPRISE INC COM 05464C101 115,588 660,430 SH   SOLE N/A 660,430 0 0
BILL.COM HLDGS INC COM 090043100 604,677 2,265,131 SH   SOLE N/A 2,265,131 0 0
CRICUT INC COM CL A 22658D100 258,599 9,376,322 SH   SOLE N/A 9,376,322 0 0
FASTLY INC CL A 31188V100 480,018 11,869,869 SH   SOLE N/A 11,869,869 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 602,044 4,984,222 SH   SOLE N/A 4,984,222 0 0
GLOBAL E ONLINE LTD SHS M5216V106 369,742 5,149,605 SH   SOLE N/A 5,149,605 0 0
GOODRX HLDGS INC COM CL A 03824G108 360,688 8,792,967 SH   SOLE N/A 8,792,967 0 0
SHOPIFY INC CL A 82509L107 315,170 232,464 SH   SOLE N/A 232,464 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A 98980L101 179,027 684,614 SH   SOLE N/A 684,614 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 6,119 100,000 SH   SOLE N/A 100,000 0 0