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 40,691 2,169,032 SH   SOLE N/A 2,169,032 0 0
APPIAN CORP CL A 03782L101 340,037 8,328,118 SH   SOLE N/A 8,328,118 0 0
BILL.COM HLDGS INC COM 090043100 267,515 2,020,962 SH   SOLE N/A 2,020,962 0 0
CRICUT INC COM CL A 22658D100 134,718 14,548,434 SH   SOLE N/A 14,548,434 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 232,055 3,302,804 SH   SOLE N/A 3,302,804 0 0
GLOBAL E ONLINE LTD SHS M5216V106 404,595 15,119,399 SH   SOLE N/A 15,119,399 0 0
HUBSPOT INC COM 443573100 220,041 814,604 SH   SOLE N/A 814,604 0 0
SAMSARA INC COM CL A 79589L106 40,156 3,326,902 SH   SOLE N/A 3,326,902 0 0
SHOPIFY INC CLA 82509L107 142,842 5,302,212 SH   SOLE N/A 5,302,212 0 0