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 37,830 201,867 SH   SOLE   201,867 0 0
BILL.COM HLDG INC COM 090043100 31,791 289,165 SH   SOLE   289,165 0 0
BLACK KNIGHT INC COM 09215C105 7,637 116,789 SH   SOLE   116,789 0 0
BLACKBAUD INC COM 09227Q100 559 9,633 SH   SOLE   9,633 0 0
BLOCK INC CL A 852234103 16,138 262,583 SH   SOLE   262,583 0 0
CLOUDFLARE INC CL A COM 18915M107 13,524 309,129 SH   SOLE   309,129 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 44,300 262,817 SH   SOLE   262,817 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 23,833 186,253 SH   SOLE   186,253 0 0
DATADOG INC CL A COM 23804L103 22,185 232,942 SH   SOLE   232,942 0 0
DOCEBO INC COM 25609L105 22,962 800,921 SH   SOLE   800,921 0 0
EVERBRIDGE INC COM 29978A104 14,984 537,255 SH   SOLE   537,255 0 0
FIVE9 INC COM 338307101 51,514 565,216 SH   SOLE   565,216 0 0
GITLAB INC CLASS A COM 37637K108 37,142 698,939 SH   SOLE   698,939 0 0
HUBSPOT INC COM 443573100 42,271 140,600 SH   SOLE   140,600 0 0
MONGODB CL A 60937P106 62,059 239,148 SH   SOLE   239,148 0 0
OKTA INC CL A 679295105 9,207 101,852 SH   SOLE   101,852 0 0
PING IDENTITY HLDG CORP COM 72341T103 17,876 985,444 SH   SOLE   985,444 0 0
SENTINELONE INC CLASS A COM 81730H109 26,161 1,121,337 SH   SOLE   1,121,337 0 0
TWILIO INC CL A 90138F102 14,055 167,697 SH   SOLE   167,697 0 0