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 |
| BENEFITFOCUS INC | COM | 08180D106 | 13,482 | 931,084 | SH | SOLE | 931,084 | 0 | 0 | ||
| BLACKLINE INC | COM | 09239B109 | 42,444 | 318,215 | SH | SOLE | 318,215 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 46,090 | 492,206 | SH | SOLE | 492,206 | 0 | 0 | ||
| IMPINJ INC | COM | 453204109 | 39,139 | 934,768 | SH | SOLE | 934,768 | 0 | 0 | ||
| INTERDIGITAL INC | COM | 45867G101 | 18,472 | 304,415 | SH | SOLE | 304,415 | 0 | 0 | ||
| LENDINGTREE INC NEW | COM | 52603B107 | 28,560 | 104,312 | SH | SOLE | 104,312 | 0 | 0 | ||
| MAGNACHIP SEMICONDUCTOR CORP | COM | 55933J203 | 26,705 | 1,975,239 | SH | SOLE | 1,975,239 | 0 | 0 | ||
| MITEK SYS INC | COM NEW | 606710200 | 43,363 | 2,438,849 | SH | SOLE | 2,438,849 | 0 | 0 | ||
| TENABLE HLDGS INC | COM | 88025T102 | 44,485 | 851,223 | SH | SOLE | 851,223 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 23,037 | 68,057 | SH | SOLE | 68,057 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 51,552 | 360,201 | SH | SOLE | 360,201 | 0 | 0 | ||