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 22,893 242,866 SH   SOLE   242,866 0 0
APPFOLIO CL A COM CL A 03783C100 6,794 56,122 SH   SOLE   56,122 0 0
ACUITY BRANDS COM 00508Y102 23,067 108,950 SH   SOLE   108,950 0 0
BLACKLINE COM 09239B109 12,092 116,785 SH   SOLE   116,785 0 0
CHARTER COMMUNICATIONS NEW CL A CL A 16119P108 10,562 16,200 SH   SOLE   16,200 0 0
FRONTIER COMMUNICATIONS PARENT COM 17453B101 12,896 437,290 SH   SOLE   437,290 0 0
GODADDY CL A CL A 380237107 9,791 115,382 SH   SOLE   115,382 0 0
GUIDEWIRE SOFTWARE COM 40171V100 11,790 103,848 SH   SOLE   103,848 0 0
LIBERTY MEDIA DEL C SIRIUSXM COM C SIRRIUSXM 531229607 7,167 140,940 SH   SOLE   140,940 0 0
MERIDIANLINK COMMON STOCK COM 62541M107 12,409 575,031 SH   SOLE   575,031 0 0
PAR TECHNOLOGY COM 698884103 8,508 161,237 SH   SOLE   161,237 0 0