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
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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
APPFOLIO INC COM CL A 03783C100 43,429 358,737 SH   SOLE   358,737 0 0
SNOWFLAKE INC CL A 833445109 37,601 111,000 SH   SOLE   111,000 0 0
CLOUDFLARE INC CL A COM 18915M107 37,609 286,000 SH   SOLE   286,000 0 0
RH COM 74967X103 27,850 51,965 SH   SOLE   51,965 0 0