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
AGILYSYS INC COM COM 00847J105   39,926,130 504,500 SH   SOLE 0 504,500 0 0
Align Technology Inc. COM 016255101   197,243,381 935,246 SH   SOLE 0 935,246 0 0
Alarm.com Holdings, Inc. COM 011642105   31,709,654 640,858 SH   SOLE 0 640,858 0 0
Astronics Corporation COM 046433108   15,842,502 1,538,107 SH   SOLE 0 1,538,107 0 0
Alteryx Inc COM 02156B103   127,853,838 2,523,265 SH   SOLE 0 2,523,265 0 0
Cimpress NV COM G2143T103   12,136,638 439,574 SH   SOLE 0 439,574 0 0
CoStar Group COM 22160N109   166,804,861 2,158,448 SH   SOLE 0 2,158,448 0 0
Despegar.com Corp COM G27358103   10,105,192 1,969,823 SH   SOLE 0 1,969,823 0 0
Element Solutions Inc. COM 28618M106   17,353,042 953,988 SH   SOLE 0 953,988 0 0
Etsy Inc COM 29786A106   177,638,891 1,483,043 SH   SOLE 0 1,483,043 0 0
Evertec Inc COM 30040P103   13,120,376 405,200 SH   SOLE 0 405,200 0 0
FRANKLIN COVEY CO COM COM 353469109   7,950,900 170,000 SH   SOLE 0 170,000 0 0
Farfetch Ltd COM 30744W107   21,856,796 4,620,887 SH   SOLE 0 4,620,887 0 0
Guidewire Software, Inc. COM 40171V100   18,183,940 290,664 SH   SOLE 0 290,664 0 0
Health Catalyst Inc COM 42225T107   4,809,012 452,400 SH   SOLE 0 452,400 0 0
HESKA CORP COM RESTRC NEW COM 42805E306   6,868,680 110,500 SH   SOLE 0 110,500 0 0
Interactive Brokers Group Inc COM 45841N107   221,739,727 3,064,820 SH   SOLE 0 3,064,820 0 0
Inmode Ltd COM M5425M103   5,440,680 152,400 SH   SOLE 0 152,400 0 0
IRADIMED CORP COM 46266A109   7,675,077 271,300 SH   SOLE 0 271,300 0 0
Model N Inc COM 607525102   16,507,920 407,000 SH   SOLE 0 407,000 0 0
National Instruments Corp. COM 636518102   17,129,903 464,225 SH   SOLE 0 464,225 0 0
OLO Inc COM 68134L109   14,833,144 2,373,303 SH   SOLE 0 2,373,303 0 0
Onto Innovation Inc. COM 683344105   13,801,843 202,700 SH   SOLE 0 202,700 0 0
Pagerduty Inc COM 69553P100   21,061,602 792,982 SH   SOLE 0 792,982 0 0
Pegasystems Inc COM 705573103   190,056,002 5,550,701 SH   SOLE 0 5,550,701 0 0
Planet Fitness Inc COM 72703H101   162,576,378 2,063,152 SH   SOLE 0 2,063,152 0 0
Papa John`s International Inc. COM 698813102   12,478,196 151,600 SH   SOLE 0 151,600 0 0
Redfin Corp COM 75737F108   84,307,825 19,883,921 SH   SOLE 0 19,883,921 0 0
StoneX Group Inc COM 861896108   4,706,581 49,387 SH   SOLE 0 49,387 0 0
Block Inc COM 852234103   415,169,678 6,606,774 SH   SOLE 0 6,606,774 0 0
ThredUp Inc - Ordinary Shares - Class A COM 88556E102   3,943,100 3,010,000 SH   SOLE 0 3,010,000 0 0
Twilio Inc. COM 90138F102   19,504,538 398,377 SH   SOLE 0 398,377 0 0
Upwork Inc COM 91688F104   5,220,000 500,000 SH   SOLE 0 500,000 0 0
Wayfair Inc COM 94419L101   80,800,830 2,456,699 SH   SOLE 0 2,456,699 0 0
Workday, Inc. COM 98138H101   397,962,780 2,378,311 SH   SOLE 0 2,378,311 0 0
WideOpenWest Inc COM 96758W101   11,460,380 1,258,000 SH   SOLE 0 1,258,000 0 0
XPEL Inc. COM 98379L100   40,106,747 667,778 SH   SOLE 0 667,778 0 0
Zuora Inc COM 98983V106   10,699,250 1,682,272 SH   SOLE 0 1,682,272 0 0