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
BLACKLINE INC COM 09239B109 18,319 342,348 SH   SOLE   342,348 0 0
CARBON BLACK INC COM 14081R103 22,324 1,335,192 SH   SOLE   1,335,192 0 0
EHEALTH INC COM 28238P109 22,877 265,701 SH   SOLE   265,701 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 21,804 580,368 SH   SOLE   580,368 0 0
IMPINJ INC COM 453204109 21,531 752,312 SH   SOLE   752,312 0 0
INTERXION HOLDING N.V SHS N47279109 22,282 292,831 SH   SOLE   292,831 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 17,360 1,677,252 SH   SOLE   1,677,252 0 0
MITEK SYS INC COM NEW 606710200 4,365 439,100 SH   SOLE   439,100 0 0
NEW RELIC INC COM 64829B100 22,994 265,797 SH   SOLE   265,797 0 0
TWILIO INC CL A 90138F102 11,809 86,605 SH   SOLE   86,605 0 0
VIAVI SOLUTIONS INC COM 925550105 26,375 1,984,578 SH   SOLE   1,984,578 0 0
ZENDESK INC COM 98936J101 15,630 175,556 SH   SOLE   175,556 0 0