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
AVALARA INC COMM 05338G106 48,049 274,929 SH   SOLE   274,929 0 0
BILL.COM HOLDINGS INC COMM 090043100 71,328 267,197 SH   SOLE   267,197 0 0
CLOUDFLARE INC - CLASS A COMM 18915M107 34,157 303,213 SH   SOLE   303,213 0 0
DOCUSIGN INC COMM 256163106 41,072 159,545 SH   SOLE   159,545 0 0
DYNATRACE INC COMM 268150109 66,074 931,014 SH   SOLE   931,014 0 0
ELASTIC NV COMM N14506104 35,498 238,256 SH   SOLE   238,256 0 0
EVERBRIDGE INC COMM 29978A104 35,932 237,894 SH   SOLE   237,894 0 0
EXACT SCIENCES CORP COMM 30063P105 23,658 247,854 SH   SOLE   247,854 0 0
Q2 HOLDINGS INC COMM 74736L109 23,259 290,225 SH   SOLE   290,225 0 0
RINGCENTRAL INC-CLASS A COMM 76680R206 36,267 166,744 SH   SOLE   166,744 0 0
SMARTSHEET INC-CLASS A COMM 83200N103 35,110 510,177 SH   SOLE   510,177 0 0
TELADOC INC COMM 87918A105 20,563 162,156 SH   SOLE   162,156 0 0
ZENDESK INC COMM 98936J101 28,863 247,982 SH   SOLE   247,982 0 0
ZSCALER INC COMM 98980G102 49,504 188,788 SH   SOLE   188,788 0 0
ZETA GLOBAL INC COMM 98956A105 341 58,223 SH   SOLE   58,223 0 0
ZYMERGEN INC COMM 98985X100 13,030 989,388 SH   SOLE   989,388 0 0