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

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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
APPFOLIO INC COM CL A 03783C100 39,037 344,926 SH   SOLE   344,926 0 0
CLOUDFLARE INC CL A COM 18915M107 34,713 290,000 SH   SOLE   290,000 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 12,458 215,000 SH   SOLE   215,000 0 0
RH COM 74967X103 21,748 66,740 SH   SOLE   66,740 0 0
SNOWFLAKE INC CL A 833445109 19,476 85,000 SH   SOLE   85,000 0 0