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
AVALARA INC COMM 05338G106 36,643 226,471 SH   SOLE   226,471 0 0
BILL.COM HOLDINGS INC COMM 090043100 54,067 295,160 SH   SOLE   295,160 0 0
CLOUDFLARE INC - CLASS A COMM 18915M107 52,273 493,891 SH   SOLE   493,891 0 0
DOCUSIGN INC COMM 256163106 44,604 159,545 SH   SOLE   159,545 0 0
DYNATRACE INC COMM 268150109 53,498 915,741 SH   SOLE   915,741 0 0
ELASTIC NV COMM N14506104 31,829 218,367 SH   SOLE   218,367 0 0
EVERBRIDGE INC COMM 29978A104 29,711 218,335 SH   SOLE   218,335 0 0
EXACT SCIENCES CORP COMM 30063P105 30,811 247,854 SH   SOLE   247,854 0 0
Q2 HOLDINGS INC COMM 74736L109 29,771 290,225 SH   SOLE   290,225 0 0
RINGCENTRAL INC-CLASS A COMM 76680R206 32,896 113,207 SH   SOLE   113,207 0 0
SMARTSHEET INC-CLASS A COMM 83200N103 36,896 510,177 SH   SOLE   510,177 0 0
TELADOC INC COMM 87918A105 26,965 162,156 SH   SOLE   162,156 0 0
ZENDESK INC COMM 98936J101 35,794 247,982 SH   SOLE   247,982 0 0
ZSCALER INC COMM 98980G102 40,790 188,788 SH   SOLE   188,788 0 0
ZETA GLOBAL INC COMM 98956A105 489 58,223 SH   SOLE   58,223 0 0
ZYMERGEN INC COMM 98985X100 39,585 989,388 SH   SOLE   989,388 0 0