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
2U INC COM 90214J101 675 50,800 SH   SOLE N/A 50,800 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 501 1,100 SH   SOLE N/A 1,100 0 0
AGORA INC ADS 00851L103 473 47,600 SH   SOLE N/A 47,600 0 0
AMAZON COM INC COM 023135106 33,740 10,350 SH   SOLE N/A 10,350 0 0
AMPLITUDE INC COM CL A 03213A104 16,249 881,638 SH   SOLE N/A 881,638 0 0
ANAPLAN INC COM 03272L108 703 10,800 SH   SOLE N/A 10,800 0 0
APPFOLIO INC COM CL A 03783C100 498 4,400 SH   SOLE N/A 4,400 0 0
ASANA INC CL A 04342Y104 276 6,900 SH   SOLE N/A 6,900 0 0
ATLASSIAN CORP PLC CL A G06242104 31,146 106,000 SH   SOLE N/A 106,000 0 0
AVALARA INC COM 05338G106 498 5,000 SH   SOLE N/A 5,000 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 383 17,500 SH   SOLE N/A 17,500 0 0
BILL COM HLDGS INC COM 090043100 454 2,000 SH   SOLE N/A 2,000 0 0
BLACKLINE INC COM 09239B109 469 6,400 SH   SOLE N/A 6,400 0 0
BLEND LABS INC CL A 09352U108 286 50,135 SH   SOLE N/A 50,135 0 0
BLOCK INC CL A 852234103 597 4,400 SH   SOLE N/A 4,400 0 0
BOX INC CL A 10316T104 549 18,900 SH   SOLE N/A 18,900 0 0
C3 AI INC CL A 12468P104 479 21,100 SH   SOLE N/A 21,100 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106 517 24,600 SH   SOLE N/A 24,600 0 0
CLOUDFLARE INC CL A COM 18915M107 527 4,400 SH   SOLE N/A 4,400 0 0
CONFLUENT INC CLASS A COM 20717M103 369 9,000 SH   SOLE N/A 9,000 0 0
COUPA SOFTWARE INC COM 22266L106 386 3,800 SH   SOLE N/A 3,800 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 590 2,600 SH   SOLE N/A 2,600 0 0
CS DISCO INC COM 126327105 431 12,700 SH   SOLE N/A 12,700 0 0
DATADOG INC CL A COM 23804L103 454 3,000 SH   SOLE N/A 3,000 0 0
DEFINITIVE HEALTHCARE CORP CLASS A COM 24477E103 528 21,400 SH   SOLE N/A 21,400 0 0
DIGIMARC CORP NEW COM 25381B101 5,707 216,420 SH   SOLE N/A 216,420 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 503 8,700 SH   SOLE N/A 8,700 0 0
DOCUSIGN INC COM 256163106 450 4,200 SH   SOLE N/A 4,200 0 0
DOMO INC COM CL B 257554105 526 10,400 SH   SOLE N/A 10,400 0 0
DROPBOX INC CL A 26210C104 481 20,700 SH   SOLE N/A 20,700 0 0
ELASTIC N V ORD SHS N14506104 489 5,500 SH   SOLE N/A 5,500 0 0
ENFUSION INC CL A 292812104 344 27,042 SH   SOLE N/A 27,042 0 0
EVERBRIDGE INC COM 29978A104 375 8,600 SH   SOLE N/A 8,600 0 0
FASTLY INC CL A 31188V100 438 25,200 SH   SOLE N/A 25,200 0 0
FIVE9 INC COM 338307101 23,812 215,687 SH   SOLE N/A 215,687 0 0
FRESHWORKS INC CLASS A COM 358054104 418 23,300 SH   SOLE N/A 23,300 0 0
GITLAB INC CLASS A COM 37637K108 376 6,900 SH   SOLE N/A 6,900 0 0
HUBSPOT INC COM 443573100 29,562 62,243 SH   SOLE N/A 62,243 0 0
ISHARES TR CORE S&P500 ETF 464287200 7,168 15,800 SH   SOLE N/A 15,800 0 0
JFROG LTD ORD SHS M6191J100 509 18,900 SH   SOLE N/A 18,900 0 0
META PLATFORMS INC CL A 30303M102 33,643 151,300 SH   SOLE N/A 151,300 0 0
MONDAY COM LTD SHS M7S64H106 348 2,200 SH   SOLE N/A 2,200 0 0
NCINO INC COM 63947X101 426 10,400 SH   SOLE N/A 10,400 0 0
NEW RELIC INC COM 64829B100 508 7,600 SH   SOLE N/A 7,600 0 0
OKTA INC CL A 679295105 392 2,600 SH   SOLE N/A 2,600 0 0
OLO INC CL A 68134L109 383 28,900 SH   SOLE N/A 28,900 0 0
PAGERDUTY INC COM 69553P100 495 14,490 SH   SOLE N/A 14,490 0 0
PAYCOM SOFTWARE INC COM 70432V102 520 1,500 SH   SOLE N/A 1,500 0 0
PAYLOCITY HLDG CORP COM 70438V106 494 2,400 SH   SOLE N/A 2,400 0 0
PAYPAL HLDGS INC COM 70450Y103 544 4,700 SH   SOLE N/A 4,700 0 0
PLAYTIKA HLDG CORP COM 72815L107 51,379 2,658,006 SH   SOLE N/A 2,658,006 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 423 7,300 SH   SOLE N/A 7,300 0 0
Q2 HLDGS INC COM 74736L109 475 7,700 SH   SOLE N/A 7,700 0 0
QUALTRICS INTL INC COM CL A 747601201 463 16,200 SH   SOLE N/A 16,200 0 0
QUALYS INC COM 74758T303 598 4,200 SH   SOLE N/A 4,200 0 0
RINGCENTRAL INC CL A 76680R206 352 3,000 SH   SOLE N/A 3,000 0 0
RISKIFIED LTD SHS CL A M8216R109 405 67,100 SH   SOLE N/A 67,100 0 0
SALESFORCE COM INC COM 79466L302 510 2,400 SH   SOLE N/A 2,400 0 0
SENTINELONE INC CL A 81730H109 418 10,800 SH   SOLE N/A 10,800 0 0
SERVICENOW INC COM 81762P102 31,074 55,800 SH   SOLE N/A 55,800 0 0
SHOPIFY INC CL A 82509L107 32,243 47,700 SH   SOLE N/A 47,700 0 0
SMARTSHEET INC COM CL A 83200N103 38,817 708,606 SH   SOLE N/A 708,606 0 0
SNOWFLAKE INC CL A 833445109 390 1,700 SH   SOLE N/A 1,700 0 0
SPRINKLR INC CL A 85208T107 480 40,300 SH   SOLE N/A 40,300 0 0
SPROUT SOCIAL INC COM CL A 85209W109 705 8,800 SH   SOLE N/A 8,800 0 0
SQUARESPACE INC CLASS A 85225A107 456 17,800 SH   SOLE N/A 17,800 0 0
SUMO LOGIC INC COM 86646P103 463 39,700 SH   SOLE N/A 39,700 0 0
TENABLE HLDGS INC COM 88025T102 572 9,900 SH   SOLE N/A 9,900 0 0
TWILIO INC CL A 90138F102 17,847 108,291 SH   SOLE N/A 108,291 0 0
UIPATH INC CL A 90364P105 281 13,000 SH   SOLE N/A 13,000 0 0
VEEVA SYS INC CL A COM 922475108 467 2,200 SH   SOLE N/A 2,200 0 0
VIMEO INC COMMON STOCK 92719V100 470 39,600 SH   SOLE N/A 39,600 0 0
VTEX SHS CL A G9470A102 354 57,500 SH   SOLE N/A 57,500 0 0
WIX COM LTD SHS M98068105 585 5,600 SH   SOLE N/A 5,600 0 0
WORKDAY INC CL A 98138H101 527 2,200 SH   SOLE N/A 2,200 0 0
WORKIVA INC COM CL A 98139A105 507 4,300 SH   SOLE N/A 4,300 0 0
YEXT INC COM 98585N106 441 64,000 SH   SOLE N/A 64,000 0 0
ZENDESK INC COM 98936J101 529 4,400 SH   SOLE N/A 4,400 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 410 3,500 SH   SOLE N/A 3,500 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 550 9,200 SH   SOLE N/A 9,200 0 0
ZSCALER INC COM 98980G102 410 1,700 SH   SOLE N/A 1,700 0 0
ZUORA INC COM CL A 98983V106 469 31,300 SH   SOLE N/A 31,300 0 0