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
AFFIRM HOLDINGS INC COM CL A 00827B106 169,710 1,687,648 SH   SOLE N/A 1,687,648 0 0
APPIAN CORP CL A 03782L101 344,379 5,281,078 SH   SOLE N/A 5,281,078 0 0
AXON ENTERPRISE INC COM 05464C101 24,848 158,268 SH   SOLE N/A 158,268 0 0
BILL COM HLDGS INC COM 090043100 297,116 1,192,518 SH   SOLE N/A 1,192,518 0 0
CRICUT INC COM CL A 22658D100 243,740 11,033,966 SH   SOLE N/A 11,033,966 0 0
FASTLY INC CL A 31188V100 420,787 11,869,869 SH   SOLE N/A 11,869,869 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 650,228 5,001,370 SH   SOLE N/A 5,001,370 0 0
GLOBAL E ONLINE LTD SHS M5216V106 405,318 6,394,035 SH   SOLE N/A 6,394,035 0 0
GOODRX HOLDINGS INC COM CL A 38246G108 263,492 8,062,788 SH   SOLE N/A 8,062,788 0 0
SHOPIFY INC CL A 82509L107 320,194 232,464 SH   SOLE N/A 232,464 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A 98980L101 125,907 684,614 SH   SOLE N/A 684,614 0 0