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
ALPHABET INC CAP STK CL A 02079K305 3,950 3,750 SH   SOLE   3,750 0 0
ALPHABET INC CAP STK CL C 02079K107 4,354 4,161 SH   SOLE   4,161 0 0
ALTERYX INC COM CL A 02156B103 23,726 938,925 SH   SOLE   938,925 0 0
APPFOLIO INC COM CL A 03783C100 10,375 250,000 SH   SOLE   250,000 0 0
BLACKLINE INC COM 09239B109 12,464 380,000 SH   SOLE   380,000 0 0
FACEBOOK INC CL A 30303M102 11,911 67,500 SH   SOLE   67,500 0 0
GODADDY INC CL A 380237107 21,117 420,000 SH   SOLE   420,000 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 13,050 900,000 SH   SOLE   900,000 0 0
SENDGRID INC COM 816883102 16,779 700,000 SH   SOLE   700,000 0 0
TWILIO INC CL A 90138F102 4,720 200,000 SH   SOLE   200,000 0 0
WORKDAY INC CL A 98138H101 3,052 30,000 SH   SOLE   30,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12,070 70,000 SH   SOLE   70,000 0 0