The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| APPFOLIO INC | COM CL A | 03783C100 | 19,481,120 | 156,500 | SH | SOLE | 156,500 | 0 | 0 | |||
| BLOCK INC | CL A | 852234103 | 12,459,975 | 181,500 | SH | SOLE | 181,500 | 0 | 0 | |||
| CLOUDFLARE INC | CL A COM | 18915M107 | 30,768,340 | 499,000 | SH | SOLE | 499,000 | 0 | 0 | |||
| DUOLINGO INC | CL A COM | 26603R106 | 17,681,160 | 124,000 | SH | SOLE | 124,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 8,576,925 | 29,750 | SH | SOLE | 29,750 | 0 | 0 | |||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 14,718,050 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | |||
| RH | COM | 74967X103 | 5,601,650 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | |||
| SNOWFLAKE INC | CL A | 833445109 | 2,777,220 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | |||