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
ANGI HOMESERVICES INC COM CL A 00183L102 83,706 6,433,971 SH   SOLE   6,433,971 0 0
FIVE9 INC COM 338307101 12,900 251,507 SH   SOLE   251,507 0 0
GODADDY INC CL A 380237107 86,563 1,233,973 SH   SOLE   1,233,973 0 0
IAC INTERACTIVECORP COM 44919P508 79,420 365,097 SH   SOLE   365,097 0 0
MIMECAST LTD ORD SHS G14838109 92,884 1,988,535 SH   SOLE   1,988,535 0 0
MONGODB INC CL A 60937P106 65,693 431,935 SH   SOLE   431,935 0 0
PEGASYSTEMS INC COM 705573103 131,175 1,842,081 SH   SOLE   1,842,081 0 0
PINTEREST INC CL A 72352L106 40,718 1,495,902 SH   SOLE   1,495,902 0 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 44,124 4,178,366 SH   SOLE   4,178,366 0 0
RAPID7 INC COM 753422104 94,089 1,626,717 SH   SOLE   1,626,717 0 0
RINGCENTRAL INC CL A 76680R206 50,598 440,293 SH   SOLE   440,293 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 49,144 853,047 SH   SOLE   853,047 0 0
TWILIO INC CL A 90138F102 35,860 263,000 SH   SOLE   263,000 0 0
VERINT SYS INC COM 92343X100 79,893 1,485,545 SH   SOLE   1,485,545 0 0
WIX COM LTD SHS M98068105 104,844 737,821 SH   SOLE   737,821 0 0
ZUORA INC COM CL A 98983V106 55,671 3,633,876 SH   SOLE   3,633,876 0 0