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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGILYSYS INC COM COM 00847J105   18,532,800 270,000 SH   SOLE 0 270,000 0 0
Align Technology Inc. COM 016255101   194,726,915 550,636 SH   SOLE 0 550,636 0 0
Alarm.com Holdings Inc. COM 011642105   34,524,824 668,050 SH   SOLE 0 668,050 0 0
Astronics Corporation COM 046433108   14,510,073 730,618 SH   SOLE 0 730,618 0 0
Alteryx Inc COM 02156B103   97,678,963 2,151,519 SH   SOLE 0 2,151,519 0 0
Cimpress NV COM G2143T103   16,708,705 280,913 SH   SOLE 0 280,913 0 0
CoStar Group COM 22160N109   186,243,803 2,092,627 SH   SOLE 0 2,092,627 0 0
Despegar.com Corp COM G27358103   16,356,635 2,320,090 SH   SOLE 0 2,320,090 0 0
Element Solutions Inc. COM 28618M106   15,507,149 807,664 SH   SOLE 0 807,664 0 0
Etsy Inc COM 29786A106   216,860,507 2,563,060 SH   SOLE 0 2,563,060 0 0
Evertec Inc COM 30040P103   12,522,200 340,000 SH   SOLE 0 340,000 0 0
FRANKLIN COVEY CO COM COM 353469109   17,754,216 406,461 SH   SOLE 0 406,461 0 0
Farfetch Ltd COM 30744W107   23,984,157 3,970,887 SH   SOLE 0 3,970,887 0 0
Guidewire Software, Inc. COM 40171V100   17,244,597 226,664 SH   SOLE 0 226,664 0 0
Health Catalyst Inc COM 42225T107   9,750,000 780,000 SH   SOLE 0 780,000 0 0
Interactive Brokers Group Inc COM 45841N107   213,597,808 2,571,299 SH   SOLE 0 2,571,299 0 0
Inmode Ltd COM M5425M103   4,855,500 130,000 SH   SOLE 0 130,000 0 0
IRADIMED CORP COM 46266A109   13,223,980 277,000 SH   SOLE 0 277,000 0 0
Model N Inc COM 607525102   12,199,200 345,000 SH   SOLE 0 345,000 0 0
OLO Inc COM 68134L109   14,039,512 2,173,299 SH   SOLE 0 2,173,299 0 0
Onto Innovation Inc. COM 683344105   15,956,390 137,000 SH   SOLE 0 137,000 0 0
Pagerduty Inc COM 69553P100   10,511,423 467,590 SH   SOLE 0 467,590 0 0
Pegasystems Inc COM 705573103   286,314,335 5,807,593 SH   SOLE 0 5,807,593 0 0
Planet Fitness Inc COM 72703H101   134,805,007 1,998,888 SH   SOLE 0 1,998,888 0 0
Papa John`s International Inc. COM 698813102   8,564,280 116,000 SH   SOLE 0 116,000 0 0
Redfin Corp COM 75737F108   215,155,138 17,323,280 SH   SOLE 0 17,323,280 0 0
StoneX Group Inc COM 861896108   13,292,800 160,000 SH   SOLE 0 160,000 0 0
Block Inc COM 852234103   292,112,422 4,388,049 SH   SOLE 0 4,388,049 0 0
Soundthinking Inc COM 82536T107   12,962,696 592,987 SH   SOLE 0 592,987 0 0
ThredUp Inc - Ordinary Shares - Class A COM 88556E102   7,320,000 3,000,000 SH   SOLE 0 3,000,000 0 0
Triumph Financial, Inc COM 89679E300   4,806,960 79,166 SH   SOLE 0 79,166 0 0
Twilio Inc. COM 90138F102   21,145,825 332,377 SH   SOLE 0 332,377 0 0
Upwork Inc COM 91688F104   13,636,400 1,460,000 SH   SOLE 0 1,460,000 0 0
Wayfair Inc COM 94419L101   147,490,462 2,268,735 SH   SOLE 0 2,268,735 0 0
Workday, Inc. COM 98138H101   476,204,808 2,108,127 SH   SOLE 0 2,108,127 0 0
WideOpenWest Inc COM 96758W101   16,352,669 1,937,520 SH   SOLE 0 1,937,520 0 0
XPEL Inc. COM 98379L100   54,224,879 643,848 SH   SOLE 0 643,848 0 0
Zuora Inc COM 98983V106   9,873,000 900,000 SH   SOLE 0 900,000 0 0