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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
BENEFITFOCUS INC COM 08180D106 10,428 931,084 SH   SOLE   931,084 0 0
BLACKLINE INC COM 09239B109 38,634 431,043 SH   SOLE   431,043 0 0
EHEALTH INC COM 28238P109 27,875 352,852 SH   SOLE   352,852 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 35,422 432,870 SH   SOLE   432,870 0 0
IMPINJ INC COM 453204109 38,421 1,458,112 SH   SOLE   1,458,112 0 0
INTERDIGITAL INC COM 45867G101 23,083 404,533 SH   SOLE   404,533 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 23,740 1,732,814 SH   SOLE   1,732,814 0 0
MITEK SYS INC COM NEW 606710200 38,031 2,985,204 SH   SOLE   2,985,204 0 0
NEW RELIC INC COM 64829B100 24,148 428,462 SH   SOLE   428,462 0 0
TENABLE HLDGS INC COM 88025T102 32,580 863,051 SH   SOLE   863,051 0 0
TWILIO INC CL A 90138F102 22,139 89,598 SH   SOLE   89,598 0 0
ZENDESK INC COM 98936J101 44,520 432,567 SH   SOLE   432,567 0 0