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 24,566 184,109 SH   SOLE   184,109 0 0
BERKLEY LIGHTS INC COMM 084310101 39,574 787,847 SH   SOLE   787,847 0 0
BILL.COM HOLDINGS INC COMM 090043100 40,430 277,870 SH   SOLE   277,870 0 0
CLOUDFLARE INC - CLASS A COMM 18915M107 34,701 493,891 SH   SOLE   493,891 0 0
DOCUSIGN INC COMM 256163106 29,331 144,880 SH   SOLE   144,880 0 0
DYNATRACE INC COMM 268150109 41,095 851,889 SH   SOLE   851,889 0 0
ELASTIC NV COMM N14506104 24,282 218,367 SH   SOLE   218,367 0 0
EVERBRIDGE INC COMM 29978A104 23,178 191,273 SH   SOLE   191,273 0 0
EXACT SCIENCES CORP COMM 30063P105 32,662 247,854 SH   SOLE   247,854 0 0
Q2 HOLDINGS INC COMM 74736L109 23,840 237,921 SH   SOLE   237,921 0 0
RINGCENTRAL INC-CLASS A COMM 76680R206 25,933 87,059 SH   SOLE   87,059 0 0
SMARTSHEET INC-CLASS A COMM 83200N103 28,601 447,446 SH   SOLE   447,446 0 0
TELADOC INC COMM 87918A105 29,472 162,156 SH   SOLE   162,156 0 0
ZENDESK INC COMM 98936J101 28,492 214,840 SH   SOLE   214,840 0 0
ZSCALER INC COMM 98980G102 28,571 166,427 SH   SOLE   166,427 0 0