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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 20,457 87,900 SH   SOLE N/A 87,900 0 0
AMAZON COM INC COM 023135106 18,239 5,600 SH   SOLE N/A 5,600 0 0
COUPA SOFTWARE INC COM 22266L106 25,085 74,017 SH   SOLE N/A 74,017 0 0
DIGIMARC CORP NEW COM 25381B101 2,598 55,000 SH   SOLE N/A 55,000 0 0
GLOBAL PMTS INC COM 37940X102 27,025 125,453 SH   SOLE N/A 125,453 0 0
PAYPAL HLDGS INC COM 70450Y103 30,259 129,200 SH   SOLE N/A 129,200 0 0
PETMED EXPRESS INC COM 716382106 8,015 250,000 SH   SOLE N/A 250,000 0 0
PRICELINE GRP INC COM NEW 09857L108 30,068 13,500 SH   SOLE N/A 13,500 0 0
RINGCENTRAL INC CL A 76680R206 27,087 71,475 SH   SOLE N/A 71,475 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 29,163 547,763 SH   SOLE N/A 547,763 0 0
SERVICENOW INC COM 81762P102 21,192 38,500 SH   SOLE N/A 38,500 0 0
SMARTSHEET INC CL A 83200N103 35,992 519,443 SH   SOLE N/A 519,443 0 0
TRUPANION INC COM 898202106 11,971 100,000 SH   SOLE N/A 100,000 0 0
TWILIO INC CL A 90138F102 42,685 126,100 SH   SOLE N/A 126,100 0 0