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
AFFIRM HLDGS INC COM CL A 00827B106 113,663 1,687,648 SH   SOLE N/A 1,687,648 0 0
ALTERYX INC COM CL A 02156B103 97,183 1,129,772 SH   SOLE N/A 1,129,772 0 0
APPIAN CORP CL A 03782L101 727,468 5,281,078 SH   SOLE N/A 5,281,078 0 0
AXON ENTERPRISE INC COM 05464C101 116,764 660,430 SH   SOLE N/A 660,430 0 0
BILL COM HLDGS INC COM 090043100 414,927 2,265,131 SH   SOLE N/A 2,265,131 0 0
CRICUT INC COM CL A 22658D100 153,622 3,606,148 SH   SOLE N/A 3,606,148 0 0
FASTLY INC CL A 31188V100 707,444 11,869,869 SH   SOLE N/A 11,869,869 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 526,832 4,984,222 SH   SOLE N/A 4,984,222 0 0
SHOPIFY INC CL A 82509L107 339,625 232,464 SH   SOLE N/A 232,464 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A 98980L101 264,966 684,614 SH   SOLE N/A 684,614 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 5,217 100,000 SH   SOLE N/A 100,000 0 0