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
AFFIRM HOLDINGS INC COM CL A 00827B106 78,105 1,687,657 SH   SOLE N/A 1,687,657 0 0
APPIAN CORP CL A 03782L101 362,033 5,952,534 SH   SOLE N/A 5,952,534 0 0
BILL.COM HLDGS INC COM 090043100 174,780 770,668 SH   SOLE N/A 770,668 0 0
CRICUT INC COM CL A 22658D100 180,276 13,772,021 SH   SOLE N/A 13,772,021 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 346,985 4,283,770 SH   SOLE N/A 4,283,770 0 0
GLOBAL E ONLINE LTD SHS M5216V106 337,822 10,000,662 SH   SOLE N/A 10,000,662 0 0
SHOPIFY INC CL A 82509L107 144,130 213,222 SH   SOLE N/A 213,222 0 0