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
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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
AGILYSYS INC COM COM 00847J105 33,459 604,500 SH   SOLE 0 604,500 0 0
Align Technology Inc. COM 016255101 189,159 913,324 SH   SOLE 0 913,324 0 0
Alarm.com Holdings, Inc. COM 011642105 42,720 658,657 SH   SOLE 0 658,657 0 0
Astronics Corporation COM 046433108 13,254 1,686,203 SH   SOLE 0 1,686,203 0 0
Alteryx Inc COM 02156B103 163,824 2,933,808 SH   SOLE 0 2,933,808 0 0
Cimpress NV COM G2143T103 10,966 447,944 SH   SOLE 0 447,944 0 0
CoStar Group COM 22160N109 157,082 2,255,303 SH   SOLE 0 2,255,303 0 0
Despegar.com Corp COM G27358103 11,350 1,991,315 SH   SOLE 0 1,991,315 0 0
Element Solutions Inc. COM 28618M106 17,677 1,086,506 SH   SOLE 0 1,086,506 0 0
Etsy Inc COM 29786A106 154,524 1,543,233 SH   SOLE 0 1,543,233 0 0
Evertec Inc COM 30040P103 12,703 405,200 SH   SOLE 0 405,200 0 0
FRANKLIN COVEY CO COM COM 353469109 6,809 150,000 SH   SOLE 0 150,000 0 0
Farfetch Ltd COM 30744W107 45,287 6,078,784 SH   SOLE 0 6,078,784 0 0
Guidewire Software, Inc. COM 40171V100 19,413 315,256 SH   SOLE 0 315,256 0 0
Health Catalyst Inc COM 42225T107 4,388 452,400 SH   SOLE 0 452,400 0 0
HESKA CORP COM RESTRC NEW COM 42805E306 8,058 110,500 SH   SOLE 0 110,500 0 0
Interactive Brokers Group Inc COM 45841N107 201,384 3,151,054 SH   SOLE 0 3,151,054 0 0
Inmode Ltd COM M5425M103 4,436 152,400 SH   SOLE 0 152,400 0 0
IRADIMED CORP COM 46266A109 6,734 224,002 SH   SOLE 0 224,002 0 0
Model N Inc COM 607525102 20,778 607,000 SH   SOLE 0 607,000 0 0
National Instruments Corp. COM 636518102 20,464 542,225 SH   SOLE 0 542,225 0 0
OLO Inc COM 68134L109 20,926 2,648,862 SH   SOLE 0 2,648,862 0 0
Onto Innovation Inc. COM 683344105 14,584 227,700 SH   SOLE 0 227,700 0 0
Pagerduty Inc COM 69553P100 29,290 1,269,625 SH   SOLE 0 1,269,625 0 0
Pegasystems Inc COM 705573103 176,295 5,485,234 SH   SOLE 0 5,485,234 0 0
Planet Fitness Inc COM 72703H101 116,139 2,014,197 SH   SOLE 0 2,014,197 0 0
Papa John`s International Inc. COM 698813102 14,114 201,600 SH   SOLE 0 201,600 0 0
Redfin Corp COM 75737F108 116,122 19,883,921 SH   SOLE 0 19,883,921 0 0
StoneX Group Inc COM 861896108 3,318 40,000 SH   SOLE 0 40,000 0 0
Block Inc COM 852234103 363,288 6,606,430 SH   SOLE 0 6,606,430 0 0
ThredUp Inc - Ordinary Shares - Class A COM 88556E102 4,618 2,510,000 SH   SOLE 0 2,510,000 0 0
Twilio Inc. COM 90138F102 25,677 371,377 SH   SOLE 0 371,377 0 0
Upwork Inc COM 91688F104 6,810 500,000 SH   SOLE 0 500,000 0 0
Wayfair Inc COM 94419L101 92,986 2,856,699 SH   SOLE 0 2,856,699 0 0
Workday, Inc. COM 98138H101 363,388 2,387,255 SH   SOLE 0 2,387,255 0 0
WideOpenWest Inc COM 96758W101 9,301 758,000 SH   SOLE 0 758,000 0 0
XPEL Inc. COM 98379L100 49,139 762,552 SH   SOLE 0 762,552 0 0
Zuora Inc COM 98983V106 14,341 1,943,242 SH   SOLE 0 1,943,242 0 0