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 | 1,813,820 | 178,000 | SH | SOLE | 178,000 | 0 | 0 | |||
| AVIDXCHANGE HOLDINGS INC | COM | 05368X102 | 3,137,600 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | |||
| COUCHBASE INC | COM | 22207T101 | 5,068,366 | 321,801 | SH | SOLE | 321,801 | 0 | 0 | |||
| ENDAVA PLC | ADS | 29260V105 | 4,906,765 | 251,500 | SH | SOLE | 251,500 | 0 | 0 | |||
| EXTREME NETWORKS | COM | 30226D106 | 5,225,850 | 395,000 | SH | SOLE | 395,000 | 0 | 0 | |||
| FIVE9 INC | COM | 338307101 | 3,122,250 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | |||
| INFORMATICA INC | COM CL A | 45674M101 | 4,537,000 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | |||
| INTEGRAL AD SCIENCE HLDNG CO | COM | 45828L108 | 1,692,600 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | |||
| KALTURA INC | COM | 483467106 | 818,140 | 435,181 | SH | SOLE | 435,181 | 0 | 0 | |||
| KORN FERRY | COM NEW | 500643200 | 2,977,737 | 43,900 | SH | SOLE | 43,900 | 0 | 0 | |||
| ON24 INC | COM | 68339B104 | 2,049,819 | 394,196 | SH | SOLE | 394,196 | 0 | 0 | |||
| RESOURCES CONNECTION INC | COM | 76122Q105 | 6,932,400 | 1,060,000 | SH | SOLE | 1,060,000 | 0 | 0 | |||
| SPRINKLR INC | CL A | 85208T107 | 3,006,000 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | |||
| SPRINKLR INC | CL A | 85208T107 | 865,000 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | ||
| TELUS INTL CDA INC | SUB VTG SHS | 87975H100 | 1,815,750 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | |||
| TERADATA CORP DEL | COM | 88076W103 | 6,744,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| TWILIO INC | CL A | 90138F102 | 4,895,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| UIPATH INC | CL A | 90364P105 | 4,635,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| UPWORK INC | COM | 91688F104 | 6,198,750 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | |||
| VIMEO INC | COMMON STOCK | 92719V100 | 3,024,500 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | |||
| YEXT INC | COM | 98585N106 | 4,298,448 | 697,800 | SH | SOLE | 697,800 | 0 | 0 | |||
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 | 3,850,000 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | |||