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 23,050 139,790 SH   SOLE   139,790 0 0
BERKLEY LIGHTS INC COMM 084310101 16,587 185,517 SH   SOLE   185,517 0 0
BILL.COM HOLDINGS INC COMM 090043100 28,246 206,928 SH   SOLE   206,928 0 0
CLOUDFLARE INC - CLASS A COMM 18915M107 32,980 434,007 SH   SOLE   434,007 0 0
DOCUSIGN INC COMM 256163106 26,529 119,340 SH   SOLE   119,340 0 0
DYNATRACE INC COMM 268150109 28,693 663,107 SH   SOLE   663,107 0 0
ELASTIC NV COMM N14506104 28,477 194,871 SH   SOLE   194,871 0 0
EVERBRIDGE INC COMM 29978A104 23,802 159,667 SH   SOLE   159,667 0 0
Q2 HOLDINGS INC COMM 74736L109 29,630 234,175 SH   SOLE   234,175 0 0
RINGCENTRAL INC-CLASS A COMM 76680R206 28,361 74,838 SH   SOLE   74,838 0 0
SMARTSHEET INC-CLASS A COMM 83200N103 29,944 432,160 SH   SOLE   432,160 0 0
TELADOC INC COMM 87918A105 28,519 142,626 SH   SOLE   142,626 0 0
ZENDESK INC COMM 98936J101 27,641 193,135 SH   SOLE   193,135 0 0
ZSCALER INC COMM 98980G102 26,968 135,035 SH   SOLE   135,035 0 0