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
APPLOVIN CL A COM CL A 03831W108 16,418 226,866 SH   SOLE   226,866 0 0
APPFOLIO CL A COM CL A 03783C100 6,757 56,122 SH   SOLE   56,122 0 0
ACUITY BRANDS COM 00508Y102 18,889 108,950 SH   SOLE   108,950 0 0
BLACKLINE COM 09239B109 11,320 95,885 SH   SOLE   95,885 0 0
CHARTER COMMUNICATIONS NEW CL A CL A 16119P108 11,786 16,200 SH   SOLE   16,200 0 0
FRONTIER COMMUNICATIONS PARENT COM 17453B101 11,017 395,290 SH   SOLE   395,290 0 0
GODADDY CL A CL A 380237107 11,126 159,627 SH   SOLE   159,627 0 0
GUIDEWIRE SOFTWARE COM 40171V100 12,344 103,848 SH   SOLE   103,848 0 0
LIBERTY MEDIA DEL C SIRIUSXM COM C SIRRIUSXM 531229607 6,690 140,940 SH   SOLE   140,940 0 0
MERIDIANLINK COMMON STOCK COM 62541M107 9,434 421,901 SH   SOLE   421,901 0 0
PAR TECHNOLOGY COM 698884103 8,485 137,937 SH   SOLE   137,937 0 0
SCHWAB CHARLES COM 808513105 8,762 120,295 SH   SOLE   120,295 0 0