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
ADT INC COM 00090Q103 47,112 5,017,234 SH   SOLE   5,017,234 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 71,027 3,024,995 SH   SOLE   3,024,995 0 0
APPTIO INC CL A 03835C108 73,181 1,980,018 SH   SOLE   1,980,018 0 0
BOX INC CLASS CL A 10316T104 56,566 2,365,797 SH   SOLE   2,365,797 0 0
GODADDY INC CL A 380237107 46,184 553,828 SH   SOLE   553,828 0 0
MINDBODY INC COM CL A 60255W105 79,227 1,948,993 SH   SOLE   1,948,993 0 0
MONGODB INC CL A 60937P106 49,302 604,556 SH   SOLE   604,556 0 0
PEGASYSTEMS INC COM 705573103 103,726 1,656,965 SH   SOLE   1,656,965 0 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 33,802 1,726,349 SH   SOLE   1,726,349 0 0
RAPID7 INC COM 753422104 16,045 434,576 SH   SOLE   434,576 0 0
SHUTTERFLY INC COM 82568P304 104,172 1,581,003 SH   SOLE   1,581,003 0 0
STAMPS.COM INC COM NEW 852857200 70,622 312,212 SH   SOLE   312,212 0 0
TALENDA SA ADS 874224207 54,682 784,082 SH   SOLE   784,082 0 0
WORLDPAY INC CL A 981558109 39,394 389,000 SH   SOLE   389,000 0 0
YELP INC CL A 985817105 114,616 2,329,593 SH   SOLE   2,329,593 0 0
WIX.COM LTD SHS M98068105 74,359 621,209 SH   SOLE   621,209 0 0