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
ALPHABET INC CAP STK CL A 02079K305 23,138 241,900 SH   SOLE   241,900 0 0
ALPHABET INC CAP STK CL C 02079K107 8,002 83,220 SH   SOLE   83,220 0 0
APPLOVIN CORP COM CL A 03831W108 39,498 2,026,600 SH   SOLE   2,026,600 0 0
ARCO PLATFORM LTD COM CL A G04553106 44,221 4,098,358 SH   SOLE   4,098,358 0 0
DYNATRACE INC COM NEW 268150109 58,307 1,675,015 SH   SOLE   1,675,015 0 0
GODADDY INC CL A 380237107 63,373 894,084 SH   SOLE   894,084 0 0
JAMF HLDG CORP COM 47074L105 57,098 2,576,647 SH   SOLE   2,576,647 0 0
MERIDIANLINK INC COMMON STOCK 58985J105 42,294 2,597,891 SH   SOLE   2,597,891 0 0
OKTA INC CL A 679295105 38,672 680,000 SH   SOLE   680,000 0 0
PING IDENTITY HLDG CORP COM 72341T103 42,090 1,499,477 SH   SOLE   1,499,477 0 0
SMARTSHEET INC COM CL A 83200N103 59,257 1,724,581 SH   SOLE   1,724,581 0 0
WORKDAY INC CL A 98138H101 50,412 331,179 SH   SOLE   331,179 0 0