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

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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
BLACKLINE INC COM 09239B109 16,040 346,288 SH   SOLE   346,288 0 0
CARBON BLACK INC COM 14081R103 8,994 644,723 SH   SOLE   644,723 0 0
EHEALTH INC COM 28238P109 23,189 371,982 SH   SOLE   371,982 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 21,217 594,467 SH   SOLE   594,467 0 0
IMPINJ INC COM 453204109 16,908 1,009,138 SH   SOLE   1,009,138 0 0
INTERXION HOLDING N.V SHS N47279109 19,633 294,222 SH   SOLE   294,222 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 12,414 1,677,591 SH   SOLE   1,677,591 0 0
NEW RELIC INC COM 64829B100 15,288 154,889 SH   SOLE   154,889 0 0
TWILIO INC CL A 90138F102 12,221 94,605 SH   SOLE   94,605 0 0
VIAVI SOLUTIONS INC COM 925550105 22,165 1,790,378 SH   SOLE   1,790,378 0 0
ZENDESK INC COM 98936J101 14,871 174,953 SH   SOLE   174,953 0 0