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 30,298 575,900 SH   SOLE   575,900 0 0
EHEALTH INC COM 28238P109 40,615 288,415 SH   SOLE   288,415 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 41,744 720,102 SH   SOLE   720,102 0 0
IMPINJ INC COM 453204109 25,898 1,549,823 SH   SOLE   1,549,823 0 0
INTERDIGITAL INC COM 45867G101 30,584 685,276 SH   SOLE   685,276 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 18,927 1,712,814 SH   SOLE   1,712,814 0 0
MITEK SYS INC COM NEW 606710200 14,977 1,900,691 SH   SOLE   1,900,691 0 0
NEW RELIC INC COM 64829B100 27,932 604,063 SH   SOLE   604,063 0 0
TWILIO INC CL A 90138F102 33,016 368,932 SH   SOLE   368,932 0 0
VIAVI SOLUTIONS INC COM 925550105 22,671 2,022,408 SH   SOLE   2,022,408 0 0
ZENDESK INC COM 98936J101 33,153 517,934 SH   SOLE   517,934 0 0