The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALLBIRDS INC | COM CL A | 01675A109 | 2,662,000 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | |||
| BRIGHTCOVE INC | COM | 10921T101 | 6,537,500 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | |||
| ENOVIX CORPORATION | COM | 293594107 | 1,555,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| FLEX LTD | ORD | Y2573F102 | 3,219,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| GOGO INC | COM | 38046C109 | 37,638,000 | 2,550,000 | SH | SOLE | 2,550,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 9,025,500 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| RH | COM | 74967X103 | 1,335,950 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | |||
| ROSS STORES INC | COM | 778296103 | 2,321,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| TABOOLA.COM LTD | ORD SHS | M8744T106 | 4,620,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 28,439,500 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | |||
| VIMEO INC | COMMON STOCK | 92719V100 | 6,002,500 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | |||
| YELP INC | CL A | 985817105 | 47,845,000 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | |||
| YEXT INC | COM | 98585N106 | 8,162,500 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | |||
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 4,064,400 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||