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
AVALARA INC COMM 05338G106 20,567 161,515 SH   SOLE   161,515 0 0
BERKLEY LIGHTS INC COMM 084310101 14,166 185,517 SH   SOLE   185,517 0 0
BILL.COM HOLDINGS INC COMM 090043100 27,687 276,018 SH   SOLE   276,018 0 0
CLOUDFLARE INC - CLASS A COMM 18915M107 28,229 687,502 SH   SOLE   687,502 0 0
DOCUSIGN INC COMM 256163106 26,566 123,426 SH   SOLE   123,426 0 0
DYNATRACE INC COMM 268150109 24,436 595,704 SH   SOLE   595,704 0 0
ELASTIC NV COMM N14506104 24,577 227,801 SH   SOLE   227,801 0 0
EVERBRIDGE INC COMM 29978A104 23,274 185,113 SH   SOLE   185,113 0 0
LIVONGO HEALTH INC COMM 539183103 34,697 247,744 SH   SOLE   247,744 0 0
Q2 HOLDINGS INC COMM 74736L109 22,800 249,833 SH   SOLE   249,833 0 0
RINGCENTRAL INC-CLASS A COMM 76680R206 27,137 98,821 SH   SOLE   98,821 0 0
SMARTSHEET INC-CLASS A COMM 83200N103 24,659 498,961 SH   SOLE   498,961 0 0
ZENDESK INC COMM 98936J101 22,291 216,587 SH   SOLE   216,587 0 0
ZSCALER INC COMM 98980G102 21,547 153,155 SH   SOLE   153,155 0 0