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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   3,577,251 288,488 SH   SOLE   288,488 0 0
ELASTIC N V ORD SHS N14506104   12,913,284 153,128 SH   SOLE   153,128 0 0
EVERQUOTE INC COM CL A 30041R108   12,860,955 531,884 SH   SOLE   531,884 0 0
FABRINET SHS G3323L100   24,850,070 84,329 SH   SOLE   84,329 0 0
HARMONIC INC COM 413160102   11,332,181 1,196,640 SH   SOLE   1,196,640 0 0
IMPINJ INC COM 453204109   21,929,772 197,441 SH   SOLE   197,441 0 0
JAMF HLDG CORP COM 47074L105   8,570,754 901,236 SH   SOLE   901,236 0 0
RISKIFIED LTD SHS CL A M8216R109   1,433,477 287,270 SH   SOLE   287,270 0 0
SITIME CORP COM 82982T106   12,638,201 59,312 SH   SOLE   59,312 0 0
TRIPADVISOR INC COM 896945201   12,927,969 990,649 SH   SOLE   990,649 0 0
TWILIO INC CL A 90138F102   17,859,215 143,609 SH   SOLE   143,609 0 0