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
ACV AUCTIONS INC COM CL A 00091G104 20,536 1,090,000 SH   SOLE   1,090,000 0 0
BACKBLAZE INC COM CL A 05637B105 1,013 60,000 SH   SOLE   60,000 0 0
BILL COM HOLDINGS INC COM 090043100 4,485 18,000 SH   SOLE   18,000 0 0
CROWN HOLDINGS INC COM 228368106 74,779 676,000 SH   SOLE   676,000 0 0
DIGITALOCEAN HOLDINGS INC COM 25402D102 52,215 650,000 SH   SOLE   650,000 0 0
GODADDY INC CL A 380237107 29,701 350,000 SH   SOLE   350,000 0 0
HUBSPOT INC COM 443573100 12,524 19,000 SH   SOLE   19,000 0 0
INFORMATICA INC COM CL A 45674M101 4,253 115,000 SH   SOLE   115,000 0 0
KROGER CO COM 501044101 9,052 200,000 SH   SOLE   200,000 0 0
LPL FINANCIAL HOLDINGS INC COM 50212V100 73,641 460,000 SH   SOLE   460,000 0 0
MORNINGSTAR INC COM 617700109 23,806 69,609 SH   SOLE   69,609 0 0
NICE LTD ADR 653656108 53,130 175,000 SH   SOLE   175,000 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 16,271 294,131 SH   SOLE   294,131 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 15,114 189,000 SH   SOLE   189,000 0 0
ROBLOX CORP CL A 771049103 13,101 127,000 SH   SOLE   127,000 0 0
SIGNATURE BANK NEW YORK COM 82669G104 62,430 193,000 SH   SOLE   193,000 0 0
SILVERGATE CAPITAL CORP CL A 82837P408 12,301 83,000 SH   SOLE   83,000 0 0
SPROUT SOCIAL INC COM CL A 85209W109 16,415 181,000 SH   SOLE   181,000 0 0