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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 39,307 265,500 SH   SOLE   265,500 0 0
ALPHABET INC CAP STK CL A 02079K305 44,875 16,785 SH   SOLE   16,785 0 0
ALPHABET INC CAP STK CL C 02079K107 11,090 4,161 SH   SOLE   4,161 0 0
APPLOVIN CORP COM CL A 03831W108 93,554 1,292,712 SH   SOLE   1,292,712 0 0
ARCO PLATFORM LTD COM CL A G04553106 58,583 2,699,677 SH   SOLE   2,699,677 0 0
DATTO HLDG CORP COM 23821D100 50,682 2,120,576 SH   SOLE   2,120,576 0 0
DYNATRACE INC COM NEW 268150109 49,191 693,123 SH   SOLE   693,123 0 0
FACEBOOK INC CL A 30303M102 52,942 155,991 SH   SOLE   155,991 0 0
GODADDY INC CL A 380237107 73,882 1,060,000 SH   SOLE   1,060,000 0 0
MERIDIANLINK INC COMMON STOCK 58985J105 34,366 1,536,921 SH   SOLE   1,536,921 0 0
MOMENTIVE GLOBAL INC COM 60878Y108 80,792 4,122,048 SH   SOLE   4,122,048 0 0
ONESMART INTL ED GROUP LTD SPONSORED ADS 68276W103 2,046 4,175,164 SH   SOLE   4,175,164 0 0
PING IDENTITY HLDG CORP COM 72341T103 57,248 2,330,000 SH   SOLE   2,330,000 0 0
SMARTSHEET INC COM CL A 83200N103 38,539 560,000 SH   SOLE   560,000 0 0
WORKDAY INC CL A 98138H101 33,599 134,457 SH   SOLE   134,457 0 0