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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 26,772 256,000 SH   SOLE   256,000 0 0
BLOCK INC CL A 852234103 4,703 85,500 SH   SOLE   85,500 0 0
CLOUDFLARE INC CL A COM 18915M107 37,259 674,000 SH   SOLE   674,000 0 0
DATADOG INC CL A COM 23804L103 4,745 53,500 SH   SOLE   53,500 0 0
DUOLINGO INC CL A COM 26603R106 8,689 91,250 SH   SOLE   91,250 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 10,666 220,000 SH   SOLE   220,000 0 0
SNOWFLAKE INC CL A 833445109 11,098 65,250 SH   SOLE   65,250 0 0