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
BENEFITFOCUS INC COM 08180D106 6,735 625,949 SH   SOLE   625,949 0 0
BLACKLINE INC COM 09239B109 41,280 497,886 SH   SOLE   497,886 0 0
EHEALTH INC COM 28238P109 45,467 462,818 SH   SOLE   462,818 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 53,085 666,397 SH   SOLE   666,397 0 0
IMPINJ INC COM 453204109 41,699 1,517,968 SH   SOLE   1,517,968 0 0
INTERDIGITAL INC COM 45867G101 35,724 630,835 SH   SOLE   630,835 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 17,642 1,712,814 SH   SOLE   1,712,814 0 0
MITEK SYS INC COM NEW 606710200 27,508 2,862,394 SH   SOLE   2,862,394 0 0
NEW RELIC INC COM 64829B100 39,947 579,783 SH   SOLE   579,783 0 0
TWILIO INC CL A 90138F102 28,436 129,598 SH   SOLE   129,598 0 0
ZENDESK INC COM 98936J101 45,820 517,567 SH   SOLE   517,567 0 0