The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ALTERYX INC | COM CL A | 02156B103 | 392,921 | 2,391,776 | SH | SOLE | N/A | 2,391,776 | 0 | 0 | |
| APPIAN CORP | CL A | 03782L101 | 413,048 | 8,059,473 | SH | SOLE | N/A | 8,059,473 | 0 | 0 | |
| AXON ENTERPRISE INC | COM | 05464C101 | 214,406 | 2,184,920 | SH | SOLE | N/A | 2,184,920 | 0 | 0 | |
| BILL COM HLDGS INC | COM | 090043100 | 259,951 | 2,881,619 | SH | SOLE | N/A | 2,881,619 | 0 | 0 | |
| CARVANA CO | CL A | 146869102 | 208,501 | 1,734,615 | SH | SOLE | N/A | 1,734,615 | 0 | 0 | |
| FASTLY INC | CL A | 31188V100 | 808,878 | 9,501,679 | SH | SOLE | N/A | 9,501,679 | 0 | 0 | |
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 287,340 | 4,984,222 | SH | SOLE | N/A | 4,984,222 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 362,532 | 381,934 | SH | SOLE | N/A | 381,934 | 0 | 0 | |
| SLACK TECHNOLOGIES INC | COM CL A | 83088V102 | 6,144 | 197,610 | SH | SOLE | N/A | 197,610 | 0 | 0 | |
| SMARTSHEET INC | COM CL A | 83200N103 | 155,500 | 3,053,818 | SH | SOLE | N/A | 3,053,818 | 0 | 0 | |
| ZOOM VIDEO COMMUNICATIONS INC | CL A | 98980L101 | 270,900 | 1,068,469 | SH | SOLE | N/A | 1,068,469 | 0 | 0 | |
| ZOOMINFO TECHNOLOGIES INC | COM CL A | 98980F104 | 5,103 | 100,000 | SH | SOLE | N/A | 100,000 | 0 | 0 | |