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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACTIVISION BLIZZARD INC COM 00507V109   16,854,183 199,931 SH   SOLE   180,801 0 19,130
ADVANCED MICRO DEVICES COM 007903107   31,212,252 274,008 SH   SOLE   252,983 0 21,025
ALTERYX LLC COM CL A 02156B103   27,342,377 602,255 SH   SOLE   549,241 0 53,014
APPFOLIO INC COM CL A 03783C100   9,444,805 54,867 SH   SOLE   48,658 0 6,209
COMMVAULT SYS INC COM 204166102   12,323,760 169,702 SH   SOLE   153,722 0 15,980
DYNATRACE INC COM NEW 268150109   24,620,932 478,355 SH   SOLE   434,092 0 44,263
FLEX LTD ORD Y2573F102   57,819,951 2,091,894 SH   SOLE   1,929,593 0 162,301
GODADDY INC CL A 380237107   33,038,868 439,756 SH   SOLE   399,157 0 40,599
INFORMATICA CORP COM CL A 45674M101   10,349,937 559,456 SH   SOLE   495,983 0 63,473
INTERDIGITAL INC COM 45867G101   59,711,348 618,450 SH   SOLE   571,990 0 46,460
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   26,479,275 1,564,969 SH   SOLE   1,564,969 0 0
NICE LTD SPONSORED ADR 653656108   51,528,358 249,532 SH   SOLE   229,554 0 19,978
NVIDIA CORPORATION COM 67066G104   28,076,683 66,372 SH   SOLE   60,749 0 5,623
SALESFORCE INC COM 79466L302   8,901,652 42,136 SH   SOLE   37,999 0 4,137
SOLARWINDS INC COM NEW 83417Q204   3,242,181 316,002 SH   SOLE   280,825 0 35,177