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
ADOBE INC COM 00724F101 2,360 8,010 SH   SOLE N/A 8,010 0 0
ALPHABET INC CAP STK CL A 02079K305 3,183 2,940 SH   SOLE N/A 2,940 0 0
AMAZON COM INC COM 023135106 2,670 1,410 SH   SOLE N/A 1,410 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 5,935 456,214 SH   SOLE N/A 456,214 0 0
ELASTIC N V ORD SHS N14506104 1,284 17,200 SH   SOLE N/A 17,200 0 0
ETSY INC COM 29786A106 1,043 17,000 SH   SOLE N/A 17,000 0 0
FACEBOOK INC CL A 30303M102 2,194 11,370 SH   SOLE N/A 11,370 0 0
GLOBAL PMTS INC COM 37940X102 6,779 42,333 SH   SOLE N/A 42,333 0 0
GODADDY INC CL A 380237107 3,807 54,271 SH   SOLE N/A 54,271 0 0
HUBSPOT INC COM 443573100 4,979 29,200 SH   SOLE N/A 29,200 0 0
MICROSOFT CORP COM 594918104 3,621 27,030 SH   SOLE N/A 27,030 0 0
NEW RELIC INC COM 64829B100 4,092 47,300 SH   SOLE N/A 47,300 0 0
PEGASYSTEMS INC COM 705573103 4,779 67,109 SH   SOLE N/A 67,109 0 0
PLURALSIGHT INC COM CL A 72941B106 3,983 131,369 SH   SOLE N/A 131,369 0 0
SALESFORCE COM INC COM 79466L302 8,882 58,541 SH   SOLE N/A 58,541 0 0
SPLUNK INC COM 848637104 4,985 39,641 SH   SOLE N/A 39,641 0 0
SQUARE INC CL A 852234103 2,163 29,825 SH   SOLE N/A 29,825 0 0
VISA INC COM CL A 92826C839 6,361 36,650 SH   SOLE N/A 36,650 0 0
WEX INC COM 96208T104 2,976 14,301 SH   SOLE N/A 14,301 0 0