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 34,978 678,400 SH   SOLE   678,400 0 0
EHEALTH INC COM 28238P109 36,247 377,254 SH   SOLE   377,254 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 46,458 900,698 SH   SOLE   900,698 0 0
IMPINJ INC COM 453204109 28,356 1,096,530 SH   SOLE   1,096,530 0 0
INTERDIGITAL INC COM 45867G101 33,267 610,510 SH   SOLE   610,510 0 0
INTERXION HOLDING N.V SHS N47279109 26,218 312,831 SH   SOLE   312,831 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 19,473 1,677,252 SH   SOLE   1,677,252 0 0
MITEK SYS INC COM NEW 606710200 12,904 1,686,834 SH   SOLE   1,686,834 0 0
NEW RELIC INC COM 64829B100 34,249 521,217 SH   SOLE   521,217 0 0
TWILIO INC CL A 90138F102 23,263 236,705 SH   SOLE   236,705 0 0
VIAVI SOLUTIONS INC COM 925550105 27,871 1,858,073 SH   SOLE   1,858,073 0 0
ZENDESK INC COM 98936J101 28,765 375,377 SH   SOLE   375,377 0 0