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 85,616 672,339 SH   SOLE   672,339 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 13,635 375,000 SH   SOLE   375,000 0 0
FIVE9 INC COM 338307101 103,365 797,078 SH   SOLE   797,078 0 0
MONGODB CL A 60937P106 127,706 551,621 SH   SOLE   551,621 0 0
MEDALLIA INC COM 584021109 14,941 544,897 SH   SOLE   544,897 0 0
NICE LTD SPONSORED ADR 653656108 76,360 336,345 SH   SOLE   336,345 0 0
SERVICENOW INC COM 81762P102 112,335 231,619 SH   SOLE   231,619 0 0
OKTA INC CL A 679295105 98,917 462,553 SH   SOLE   462,553 0 0
PAYCOM INC COM 70432V102 82,248 264,209 SH   SOLE   264,209 0 0
PEGA SYSTEMS COM 705573103 73,489 607,147 SH   SOLE   607,147 0 0
PINTEREST INC CL A 72352L106 80,191 1,931,838 SH   SOLE   1,931,838 0 0
PLANET FITNESS INC CL A 72703H101 40,673 660,054 SH   SOLE   660,054 0 0
RINGCENTRAL INC CL A 76680R206 133,200 485,053 SH   SOLE   485,053 0 0
SHOPIFY INC CL A 82509L107 46,337 45,297 SH   SOLE   45,297 0 0
SQUARE INC CL A 852234103 51,152 314,683 SH   SOLE   314,683 0 0
TWILIO INC CL A 90138F102 93,942 380,192 SH   SOLE   380,192 0 0
WIX COM LTD SHS M98068105 85,174 334,212 SH   SOLE   334,212 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 113,248 240,896 SH   SOLE   240,896 0 0