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
ATLASSIAN CORP PLC CL A G06242104 108,715 285,123 SH   SOLE   285,123 0 0
BILL.COM HLDG INC COM 090043100 113,399 455,144 SH   SOLE   455,144 0 0
CARVANA CO CL A 146869102 49,251 212,482 SH   SOLE   212,482 0 0
CLOUDFLARE INC CL A COM 18915M107 68,992 524,657 SH   SOLE   524,657 0 0
DOCEBO INC COM 25609L105 31,160 462,595 SH   SOLE   462,595 0 0
FIVE9 INC (ZM) COM 338307101 62,657 456,281 SH   SOLE   456,281 0 0
HUBSPOT INC COM 443573100 147,805 224,235 SH   SOLE   224,235 0 0
MONGODB CL A 60937P106 225,399 425,803 SH   SOLE   425,803 0 0
OKTA INC CL A 679295105 98,686 440,227 SH   SOLE   440,227 0 0
ONESPAN INC COM 68287N100 5,627 332,395 SH   SOLE   332,395 0 0
PINTEREST INC CL A 72352L106 71,615 1,970,164 SH   SOLE   1,970,164 0 0
PINTEREST INC CL A 72352L906 13,995 385,000 SH Call SOLE   385,000 0 0
SENTINELONE INC CL A 81730H109 57,453 1,137,906 SH   SOLE   1,137,906 0 0
SHOPIFY INC CL A 82509L107 132,804 96,417 SH   SOLE   96,417 0 0
SNOWFLAKE INC CL A 833445109 12,276 36,238 SH   SOLE   36,238 0 0
SQUARE INC CL A 852234103 89,365 553,310 SH   SOLE   553,310 0 0
TWILIO INC CL A 90138F102 91,666 348,089 SH   SOLE   348,089 0 0
UIPATH INC CL A 90364P105 50,494 1,170,739 SH   SOLE   1,170,739 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 38,719 606,398 SH   SOLE   606,398 0 0
ZSCALER INC COM 98980G102 71,607 222,846 SH   SOLE   222,846 0 0