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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALTERYX INC | COM CL A | 02156B103 | 350,989 | 3,688,023 | SH | SOLE | 3,688,023 | 0 | 0 | ||
| APPIAN CORP | CL A | 03782L101 | 305,324 | 7,589,473 | SH | SOLE | 7,589,473 | 0 | 0 | ||
| AXON ENTERPRISE INC | COM | 05464C101 | 172,319 | 2,434,920 | SH | SOLE | 2,434,920 | 0 | 0 | ||
| BILL.COM HOLDINGS INC | COM | 090043100 | 87,056 | 2,545,500 | SH | SOLE | 2,545,500 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 95,560 | 1,734,615 | SH | SOLE | 1,734,615 | 0 | 0 | ||
| FASTLY INC | CL A | 31188V100 | 168,954 | 8,901,679 | SH | SOLE | 8,901,679 | 0 | 0 | ||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 117,032 | 3,646,982 | SH | SOLE | 3,646,982 | 0 | 0 | ||
| MIMECAST LTD | ORD SHS | G14838109 | 83,459 | 2,364,273 | SH | SOLE | 2,364,273 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 255,134 | 611,934 | SH | SOLE | 611,934 | 0 | 0 | ||
| SLACK TECHNOLOGIES INC | COM CL A | 83088V102 | 162,294 | 6,046,717 | SH | SOLE | 6,046,717 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 126,764 | 3,053,818 | SH | SOLE | 3,053,818 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 57,863 | 646,583 | SH | SOLE | 646,583 | 0 | 0 | ||
| ZOOM VIDEO COMMUNICATIONS INC | CL A | 98980L101 | 156,125 | 1,068,469 | SH | SOLE | 1,068,469 | 0 | 0 | ||