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
AMPLITUDE INC COM 03213A104 18,993 1,030,526 SH   SOLE   1,030,526 0 0
BLACKLINE INC COM 09239B109 25,961 354,565 SH   SOLE   354,565 0 0
BLACKLINE INC COM 09239B109 3,963 54,118 SH   OTR   54,118 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 27,641 704,219 SH   SOLE   704,219 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 5,317 135,469 SH   OTR   135,469 0 0
GRID DYNAMICS HLDGS CL A COM 39813G109 29,817 2,117,679 SH   SOLE   2,117,679 0 0
IMPINJ INC COM 453204109 27,146 427,223 SH   SOLE   427,223 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 38,738 2,290,809 SH   SOLE   2,290,809 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 4,898 289,677 SH   OTR   289,677 0 0
MITEK SYS COM 606710200 38,241 2,606,759 SH   SOLE   2,606,759 0 0
RISKIFIED LTD CL A M8216R109 20,419 3,380,700 SH   SOLE   3,380,700 0 0
TENABLE HOLDINGS ORD COM 88025T102 41,109 711,344 SH   SOLE   711,344 0 0
TENABLE HOLDINGS ORD COM 88025T102 5,847 101,178 SH   OTR   101,178 0 0
TWILIO INC CL A 90138F102 26,373 160,023 SH   SOLE   160,023 0 0
TWILIO INC CL A 90138F102 5,194 31,514 SH   OTR   31,514 0 0
ZENDESK INC COM 98936J101 15,462 128,537 SH   SOLE   128,537 0 0
ZENDESK INC COM 98936J101 4,668 38,808 SH   OTR   38,808 0 0