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 11,597 811,523 SH   SOLE   811,523 0 0
AMPLITUDE INC COM 03213A104 2,002 140,089 SH   OTR   140,089 0 0
BLACKLINE INC COM 09239B109 17,657 265,127 SH   SOLE   265,127 0 0
BLACKLINE INC COM 09239B109 3,506 52,648 SH   OTR   52,648 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 29,651 888,035 SH   SOLE   888,035 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 5,480 164,118 SH   OTR   164,118 0 0
GRID DYNAMICS HLDGS CL A COM 39813G109 37,037 2,201,945 SH   SOLE   2,201,945 0 0
GRID DYNAMICS HLDGS CL A COM 39813G109 2,536 150,791 SH   OTR   150,791 0 0
IMPINJ INC COM 453204109 44,177 752,979 SH   SOLE   752,979 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 33,236 2,287,390 SH   SOLE   2,287,390 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 4,156 286,035 SH   OTR   286,035 0 0
MITEK SYS COM 606710200 26,665 2,885,842 SH   SOLE   2,885,842 0 0
RISKIFIED LTD CL A M8216R109 19,081 4,297,469 SH   SOLE   4,297,469 0 0
TENABLE HOLDINGS ORD COM 88025T102 39,676 873,739 SH   SOLE   873,739 0 0
TENABLE HOLDINGS ORD COM 88025T102 5,178 114,025 SH   OTR   114,025 0 0
TWILIO INC CL A 90138F102 22,664 270,423 SH   SOLE   270,423 0 0
TWILIO INC CL A 90138F102 2,641 31,514 SH   OTR   31,514 0 0