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
AGILYSYS INC COM COM 00847J105 22,113 554,500 SH   SOLE 0 554,500 0 0
Align Technology Inc. COM 016255101 179,097 410,772 SH   SOLE 0 410,772 0 0
Alarm.com Holdings, Inc. COM 011642105 55,954 841,924 SH   SOLE 0 841,924 0 0
Astronics Corporation COM 046433108 18,924 1,463,596 SH   SOLE 0 1,463,596 0 0
Alteryx Inc COM 02156B103 346,955 4,850,476 SH   SOLE 0 4,850,476 0 0
Cimpress NV COM G2143T103 28,622 450,106 SH   SOLE 0 450,106 0 0
CoStar Group COM 22160N109 141,348 2,122,026 SH   SOLE 0 2,122,026 0 0
Despegar.com Corp COM G27358103 28,952 2,373,112 SH   SOLE 0 2,373,112 0 0
Element Solutions Inc. COM 28618M106 25,001 1,141,606 SH   SOLE 0 1,141,606 0 0
Etsy Inc COM 29786A106 69,666 560,553 SH   SOLE 0 560,553 0 0
Evertec Inc COM 30040P103 14,538 355,200 SH   SOLE 0 355,200 0 0
Farfetch Ltd COM 30744W107 48,116 3,182,296 SH   SOLE 0 3,182,296 0 0
Guidewire Software, Inc. COM 40171V100 27,034 285,715 SH   SOLE 0 285,715 0 0
Health Catalyst Inc COM 42225T107 6,346 242,847 SH   SOLE 0 242,847 0 0
HESKA CORP COM RESTRC NEW COM 42805E306 13,897 100,500 SH   SOLE 0 100,500 0 0
Interactive Brokers Group Inc COM 45841N107 263,700 4,000,911 SH   SOLE 0 4,000,911 0 0
Inmode Ltd COM M5425M103 3,780 102,400 SH   SOLE 0 102,400 0 0
IRADIMED CORP COM 46266A109 2,770 61,786 SH   SOLE 0 61,786 0 0
Mimecast Limited COM G14838109 16,628 209,000 SH   SOLE 0 209,000 0 0
Model N Inc COM 607525102 20,363 757,000 SH   SOLE 0 757,000 0 0
National Instruments Corp. COM 636518102 28,174 694,102 SH   SOLE 0 694,102 0 0
OLO Inc COM 68134L109 7,384 557,300 SH   SOLE 0 557,300 0 0
Onto Innovation Inc. COM 683344105 15,440 177,700 SH   SOLE 0 177,700 0 0
Pagerduty Inc COM 69553P100 60,680 1,774,782 SH   SOLE 0 1,774,782 0 0
Pegasystems Inc COM 705573103 408,983 5,071,085 SH   SOLE 0 5,071,085 0 0
Planet Fitness Inc COM 72703H101 26,680 315,818 SH   SOLE 0 315,818 0 0
Papa John`s International Inc. COM 698813102 13,328 126,600 SH   SOLE 0 126,600 0 0
Redfin Corp COM 75737F108 345,077 19,128,438 SH   SOLE 0 19,128,438 0 0
Stitch Fix COM 860897107 19,472 1,933,713 SH   SOLE 0 1,933,713 0 0
Block Inc COM 852234103 842,194 6,210,870 SH   SOLE 0 6,210,870 0 0
ThredUp Inc - Ordinary Shares - Class A COM 88556E102 7,793 1,012,114 SH   SOLE 0 1,012,114 0 0
Twilio Inc. COM 90138F102 29,719 180,322 SH   SOLE 0 180,322 0 0
Wayfair Inc COM 94419L101 504,255 4,551,863 SH   SOLE 0 4,551,863 0 0
Workday, Inc. COM 98138H101 560,742 2,341,693 SH   SOLE 0 2,341,693 0 0
WideOpenWest Inc COM 96758W101 12,784 733,000 SH   SOLE 0 733,000 0 0
XPEL Inc. COM 98379L100 47,535 903,532 SH   SOLE 0 903,532 0 0
Zuora Inc COM 98983V106 33,086 2,208,693 SH   SOLE 0 2,208,693 0 0