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
CLOUDERA INC COM 18914U100 50,713 3,175,490 SH   SOLE   3,175,490 0 0
FIVE9 INC COM 338307101 152,919 957,300 SH   SOLE   957,300 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 676,681 2,500,300 SH   SOLE   2,500,300 0 0
MEDALLIA INC COM 584021109 52,537 1,551,133 SH   SOLE   1,551,133 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 807,191 14,665,534 SH   SOLE   14,665,534 0 0
PPD INC COM 69355F102 168,201 3,594,808 SH   SOLE   3,594,808 0 0
STAMPS COM INC COM NEW 852857200 277,234 840,638 SH   SOLE   840,638 0 0