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
ALTERYX INC COM CL A 02156B103 154,451 1,268,175 SH   SOLE N/A 1,268,175 0 0
APPIAN CORP CL A 03782L101 993,786 6,131,078 SH   SOLE N/A 6,131,078 0 0
AXON ENTERPRISE INC COM 05464C101 133,408 1,088,777 SH   SOLE N/A 1,088,777 0 0
BILL COM HLDGS INC COM 090043100 275,065 2,015,131 SH   SOLE N/A 2,015,131 0 0
FASTLY INC CL A 31188V100 813,037 9,305,679 SH   SOLE N/A 9,305,679 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 462,785 4,984,222 SH   SOLE N/A 4,984,222 0 0
SHOPIFY INC CL A 82509L107 262,538 231,934 SH   SOLE N/A 231,934 0 0
SMARTSHEET INC COM CL A 83200N103 211,599 3,053,818 SH   SOLE N/A 3,053,818 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A 98980L101 230,548 683,469 SH   SOLE N/A 683,469 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 4,823 100,000 SH   SOLE N/A 100,000 0 0