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

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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
APPFOLIO INC COM CL A 03783C100 18,715 132,540 SH   SOLE   132,540 0 0
FASTLY INC CL A 31188V100 19,430 326,015 SH   SOLE   326,015 0 0
CLOUDFLARE INC CL A COM 18915M107 50,253 474,797 SH   SOLE   474,797 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 19,137 154,307 SH   SOLE   154,307 0 0
RH COM 74967X103 21,365 31,465 SH   SOLE   31,465 0 0
SQUARE INC CL A 852234103 16,639 68,250 SH   SOLE   68,250 0 0