The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMPLITUDE INC | COM CL A | 03213A104 | BBG012CDTZY6 | 14,062,890 | 1,580,100 | SH | SOLE | 0 | 1,580,100 | 0 | 0 | |
| AGORA INC | ADS | 00851L103 | BBG00V9VKFB5 | 235,816 | 111,234 | SH | SOLE | 0 | 111,234 | 0 | 0 | |
| BRAZE INC | COM CL A | 10576N102 | BBG00294NX45 | 32,431,400 | 835,000 | SH | SOLE | 0 | 835,000 | 0 | 0 | |
| CONFLUENT INC | CLASS A COM | 20717M103 | BBG007HWGYQ5 | 88,598,859 | 3,000,300 | SH | SOLE | 0 | 3,000,300 | 0 | 0 | |
| ELASTIC N V | ORD SHS | N14506104 | BBG00LWZDYB9 | 114,365,640 | 1,004,000 | SH | SOLE | 0 | 1,004,000 | 0 | 0 | |
| EXPENSIFY INC | COM CL A | 30219Q106 | BBG009PWV0L4 | 663,050 | 445,000 | SH | SOLE | 0 | 445,000 | 0 | 0 | |
| FIVE9 INC | COM | 338307101 | BBG001KHJM17 | 6,813,450 | 154,500 | SH | SOLE | 0 | 154,500 | 0 | 0 | |
| JFROG LTD | ORD SHS | M6191J100 | BBG006PWZX16 | 145,978,929 | 3,887,588 | SH | SOLE | 0 | 3,887,588 | 0 | 0 | |
| FRESHWORKS INC | CLASS A COM | 358054104 | BBG0029KYGL5 | 13,451,400 | 1,060,000 | SH | SOLE | 0 | 1,060,000 | 0 | 0 | |
| GITLAB INC | CLASS A COM | 37637K108 | BBG00DHTYPH8 | 3,480,400 | 70,000 | SH | SOLE | 0 | 70,000 | 0 | 0 | |
| JAMF HLDG CORP | COM | 47074L105 | BBG00VSYYVB8 | 11,929,649 | 723,009 | SH | SOLE | 0 | 723,009 | 0 | 0 | |
| LYFT INC | CL A COM | 55087P104 | BBG004M9ZHX5 | 6,768,000 | 480,000 | SH | SOLE | 0 | 480,000 | 0 | 0 | |
| MARQETA INC | CLASS A COM | 57142B104 | BBG0112Z87D8 | 3,808,600 | 695,000 | SH | SOLE | 0 | 695,000 | 0 | 0 | |
| CLOUDFLARE INC | CL A COM | 18915M107 | BBG001WMKHH5 | 99,810,150 | 1,205,000 | SH | SOLE | 0 | 1,205,000 | 0 | 0 | |
| OKTA INC | CL A | 679295105 | BBG001YV1SM4 | 79,568,500 | 850,000 | SH | SOLE | 0 | 850,000 | 0 | 0 | |
| UIPATH INC | CL A | 90364P105 | BBG00GKS1G03 | 3,170,000 | 250,000 | SH | SOLE | 0 | 250,000 | 0 | 0 | |
| PAGERDUTY INC | COM | 69553P100 | BBG0043BYPB8 | 14,556,514 | 634,824 | SH | SOLE | 0 | 634,824 | 0 | 0 | |
| SMARTSHEET INC | COM CL A | 83200N103 | BBG00GQK3WB5 | 1,322,400 | 30,000 | SH | SOLE | 0 | 30,000 | 0 | 0 | |
| SNOWFLAKE INC | CL A | 833445109 | BBG007DHGNJ4 | 85,471,443 | 632,700 | SH | SOLE | 0 | 632,700 | 0 | 0 | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | BBG000BD8ZK0 | 32,154,850 | 185,000 | SH | SOLE | 0 | 185,000 | 0 | 0 | |
| UNITY SOFTWARE INC | COM | 91332U101 | BBG0056JW5G6 | 9,520,230 | 585,500 | SH | SOLE | 0 | 585,500 | 0 | 0 | |
| VIMEO INC | COMMON STOCK | 92719V100 | BBG00ZNSSKP3 | 1,951,909 | 523,300 | SH | SOLE | 0 | 523,300 | 0 | 0 | |
| CLEAR SECURE INC | COM CL A | 18467V109 | BBG011C0FS40 | 13,190,550 | 705,000 | SH | SOLE | 0 | 705,000 | 0 | 0 | |
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | BBG0042V6JM8 | 23,616,810 | 399,000 | SH | SOLE | 0 | 399,000 | 0 | 0 | |
| ZSCALER INC | COM | 98980G102 | BBG003338H34 | 42,281,800 | 220,000 | SH | SOLE | 0 | 220,000 | 0 | 0 | |