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 19,794 1,279,484 SH   SOLE   1,279,484 0 0
AMPLITUDE INC COM 03213A104 2,955 190,990 SH   OTR   190,990 0 0
BLACKLINE INC COM 09239B109 13,229 220,850 SH   SOLE   220,850 0 0
BLACKLINE INC COM 09239B109 2,287 38,173 SH   OTR   38,173 0 0
ELASTIC NV COM N14506104 26,120 364,089 SH   SOLE   364,089 0 0
ELASTIC NV COM N14506104 3,863 53,844 SH   OTR   53,844 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 14,796 837,836 SH   SOLE   837,836 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 2,289 129,636 SH   OTR   129,636 0 0
GRID DYNAMICS HLDGS CL A COM 39813G109 34,166 1,824,110 SH   SOLE   1,824,110 0 0
GRID DYNAMICS HLDGS CL A COM 39813G109 2,824 150,791 SH   OTR   150,791 0 0
IMPINJ INC COM 453204109 25,317 316,348 SH   SOLE   316,348 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 23,423 2,287,390 SH   SOLE   2,287,390 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 2,929 286,035 SH   OTR   286,035 0 0
MITEK SYS COM 606710200 23,733 2,590,969 SH   SOLE   2,590,969 0 0
RISKIFIED LTD CL A M8216R109 19,689 4,997,202 SH   SOLE   4,997,202 0 0
TENABLE HOLDINGS ORD COM 88025T102 34,574 993,505 SH   SOLE   993,505 0 0
TENABLE HOLDINGS ORD COM 88025T102 4,194 120,525 SH   OTR   120,525 0 0
TWILIO INC CL A 90138F102 24,780 358,398 SH   SOLE   358,398 0 0
TWILIO INC CL A 90138F102 2,662 38,504 SH   OTR   38,504 0 0