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 |
| PayPal Holdings Inc | COM | 70450Y103 | 44,059 | 223,618 | SH | SOLE | 223,618 | 0 | 0 | ||
| Twilio Inc | CL A | 90138F102 | 40,735 | 164,858 | SH | SOLE | 164,858 | 0 | 0 | ||
| Amazon.com Inc | COM | 023135106 | 40,729 | 12,935 | SH | SOLE | 12,935 | 0 | 0 | ||
| Livongo Health Inc | COM | 539183103 | 39,547 | 282,377 | SH | SOLE | 282,377 | 0 | 0 | ||
| MongoDB Inc | CL A | 60937P106 | 38,897 | 168,014 | SH | SOLE | 168,014 | 0 | 0 | ||
| Splunk Inc | COM | 848637104 | 33,377 | 177,414 | SH | SOLE | 177,414 | 0 | 0 | ||
| Domo Inc | COM CL B | 257554105 | 30,593 | 798,153 | SH | SOLE | 798,153 | 0 | 0 | ||
| Alphabet Inc | CAP STK CL C | 02079K107 | 27,401 | 18,645 | SH | SOLE | 18,645 | 0 | 0 | ||
| Alphabet Inc | CAP STK CL A | 02079K305 | 129 | 88 | SH | SOLE | 88 | 0 | 0 | ||
| Facebook Inc | CL A | 30303M102 | 24,009 | 91,673 | SH | SOLE | 91,673 | 0 | 0 | ||
| Cloudflare Inc | CL A COM | 18915M107 | 21,846 | 532,049 | SH | SOLE | 532,049 | 0 | 0 | ||
| Pros Holdings Inc | COM | 74346Y103 | 19,188 | 600,752 | SH | SOLE | 600,752 | 0 | 0 | ||
| Upland Software Inc | COM | 91544A109 | 18,742 | 497,145 | SH | SOLE | 497,145 | 0 | 0 | ||
| PagerDuty Inc | COM | 69553P100 | 16,473 | 607,644 | SH | SOLE | 607,644 | 0 | 0 | ||
| Workday Inc | CL A | 98138H101 | 16,256 | 75,562 | SH | SOLE | 75,562 | 0 | 0 | ||
| Pinterest Inc | CL A | 72352L106 | 15,666 | 377,406 | SH | SOLE | 377,406 | 0 | 0 | ||
| Elastic NV | ORD SHS | N14506104 | 14,059 | 130,311 | SH | SOLE | 130,311 | 0 | 0 | ||
| Liveramp Holdings Inc | COM | 53815P108 | 13,482 | 260,421 | SH | SOLE | 260,421 | 0 | 0 | ||
| 8x8 Inc | COM | 282914100 | 13,146 | 845,424 | SH | SOLE | 845,424 | 0 | 0 | ||
| Pluralsight Inc | COM CL A | 72941B106 | 13,062 | 762,530 | SH | SOLE | 762,530 | 0 | 0 | ||
| Envestnet Inc | COM | 29404K106 | 11,879 | 153,951 | SH | SOLE | 153,951 | 0 | 0 | ||
| SVMK Inc | COM | 78489X103 | 10,340 | 467,640 | SH | SOLE | 467,640 | 0 | 0 | ||
| Kaleyra Inc | COM | 483379103 | 8,248 | 1,088,111 | SH | SOLE | 1,088,111 | 0 | 0 | ||
| Microsoft Corp | COM | 594918104 | 5,954 | 28,307 | SH | SOLE | 28,307 | 0 | 0 | ||
| Castlight Health Inc | CL B | 14862Q100 | 5,734 | 5,074,120 | SH | SOLE | 5,074,120 | 0 | 0 | ||
| Peloton Interactive Inc | CL A COM | 70614W100 | 5,022 | 50,607 | SH | SOLE | 50,607 | 0 | 0 | ||
| Moody's Corp | COM | 615369105 | 2,990 | 10,317 | SH | SOLE | 10,317 | 0 | 0 | ||
| Fair Isaac Corp | COM | 303250104 | 2,881 | 6,772 | SH | SOLE | 6,772 | 0 | 0 | ||
| TransUnion | COM | 89400J107 | 2,875 | 34,172 | SH | SOLE | 34,172 | 0 | 0 | ||
| Square Inc | CL A | 852234103 | 1,670 | 10,274 | SH | SOLE | 10,274 | 0 | 0 | ||
| Booking Holdings Inc | COM | 09857L108 | 860 | 503 | SH | SOLE | 503 | 0 | 0 | ||