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
AVALARA INC COM 05338G106 62,652 470,750 SH   SOLE   470,750 0 0
FIVE9 INC COM 338307101 92,339 834,367 SH   SOLE   834,367 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 49,969 748,489 SH   SOLE   748,489 0 0
MONGODB INC CL A 60937P106 134,587 594,621 SH   SOLE   594,621 0 0
NICE LTD SPONSORED ADR 653656108 68,679 362,918 SH   SOLE   362,918 0 0
SERVICENOW INC COM 81762P102 86,213 212,841 SH   SOLE   212,841 0 0
OKTA INC CL A 679295105 93,037 464,653 SH   SOLE   464,653 0 0
PAYCOM SOFTWARE INC COM 70432V102 45,103 145,619 SH   SOLE   145,619 0 0
PEGASYSTEMS INC COM 705573103 76,452 755,677 SH   SOLE   755,677 0 0
PINTEREST INC CL A 72352L106 43,756 1,973,651 SH   SOLE   1,973,651 0 0
PLANET FITNESS INC CL A 72703H101 28,992 478,649 SH   SOLE   478,649 0 0
PROS HOLDINGS INC COM 74346Y103 7,871 177,148 SH   SOLE   177,148 0 0
RINGCENTRAL INC CL A 76680R206 127,385 446,950 SH   SOLE   446,950 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 45,469 805,048 SH   SOLE   805,048 0 0
TWILIO INC CL A 90138F102 84,738 386,192 SH   SOLE   386,192 0 0
WIX COM LTD SHS M98068105 71,643 279,617 SH   SOLE   279,617 0 0
ZENDESK INC COM 98936J101 92,922 1,049,610 SH   SOLE   1,049,610 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 79,315 312,831 SH   SOLE   312,831 0 0