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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMPLITUDE INC COM CL A 03213A104   12,324,202 1,120,382 SH   SOLE   1,120,382 0 0
AMPLITUDE INC COM CL A 03213A104   1,833,304 166,664 SH   OTR   166,664 0 0
ELASTIC N V ORD SHS N14506104   18,652,636 290,902 SH   SOLE   290,902 0 0
ELASTIC N V ORD SHS N14506104   2,395,523 37,360 SH   OTR   37,360 0 0
FABRINET SHS G3323L100   8,675,984 66,800 SH   SOLE   66,800 0 0
FABRINET SHS G3323L100   584,460 4,500 SH   OTR   4,500 0 0
GRID DYNAMICS HLDGS INC CL A 39813G109   5,895,441 637,345 SH   SOLE   637,345 0 0
GRID DYNAMICS HLDGS INC CL A 39813G109   602,295 65,113 SH   OTR   65,113 0 0
HARMONIC INC COM 413160102   13,035,478 806,152 SH   SOLE   806,152 0 0
IMPINJ INC COM 453204109   25,754,204 287,275 SH   SOLE   287,275 0 0
IMPINJ INC COM 453204109   3,572,553 39,850 SH   OTR   39,850 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203   19,766,575 1,768,030 SH   SOLE   1,768,030 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203   3,098,336 277,132 SH   OTR   277,132 0 0
MITEK SYS INC COM NEW 606710200   18,992,298 1,752,057 SH   SOLE   1,752,057 0 0
RISKIFIED LTD SHS CL A M8216R109   21,494,337 4,422,703 SH   SOLE   4,422,703 0 0
SITIME CORP COM 82982T106   20,292,963 172,018 SH   SOLE   172,018 0 0
SITIME CORP COM 82982T106   2,034,629 17,247 SH   OTR   17,247 0 0
TENABLE HLDGS INC COM 88025T102   25,380,809 582,797 SH   SOLE   582,797 0 0
TENABLE HLDGS INC COM 88025T102   3,812,890 87,552 SH   OTR   87,552 0 0
TWILIO INC CL A 90138F102   18,996,868 298,599 SH   SOLE   298,599 0 0
TWILIO INC CL A 90138F102   3,459,528 54,378 SH   OTR   54,378 0 0