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 | 21,135,280 | 122,000 | SH | SOLE | 122,000 | 0 | 0 | |||
| ATLASSIAN CORPORATION | CL A | 049468101 | 9,752,260 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | |||
| CLOUDFLARE INC | CL A COM | 18915M107 | 12,738,780 | 153,000 | SH | SOLE | 153,000 | 0 | 0 | |||
| DUOLINGO INC | CL A COM | 26603R106 | 9,641,125 | 42,500 | SH | SOLE | 42,500 | 0 | 0 | |||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 30,679,000 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 10,905,160 | 29,000 | SH | SOLE | 29,000 | 0 | 0 | |||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 8,825,550 | 127,500 | SH | SOLE | 127,500 | 0 | 0 | |||
| RH | COM | 74967X103 | 23,318,400 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 27,420,800 | 352,000 | SH | SOLE | 352,000 | 0 | 0 | |||