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 |
| COMMVAULT SYS INC | COM | 204166102 | 2,504,950 | 20,605 | SH | SOLE | 20,605 | 0 | 0 | ||
| COUCHBASE INC | COM | 22207T101 | 2,556,400 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| ENDAVA PLC | ADS | 29260V105 | 2,485,400 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| EVENTBRITE INC | COM CL A | 29975E109 | 2,469,150 | 510,155 | SH | SOLE | 510,155 | 0 | 0 | ||
| EXTREME NETWORKS | COM | 30226D106 | 6,187,000 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 4,191,300 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| INTEGRAL AD SCIENCE HLDNG CO | COM | 45828L108 | 2,430,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| JUNIPER NETWORKS INC | COM | 48203R104 | 4,010,600 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| KALTURA INC | COM | 483467106 | 852,217 | 710,181 | SH | SOLE | 710,181 | 0 | 0 | ||
| KORN FERRY | COM NEW | 500643200 | 2,410,326 | 35,900 | SH | SOLE | 35,900 | 0 | 0 | ||
| OMNICELL COM | COM | 68213N109 | 2,734,070 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | ||
| ON24 INC | COM | 68339B104 | 2,044,578 | 340,196 | SH | SOLE | 340,196 | 0 | 0 | ||
| RESOURCES CONNECTION INC | COM | 76122Q105 | 7,728,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| SECUREWORKS CORP | CL A | 81374A105 | 4,080,146 | 582,878 | SH | SOLE | 582,878 | 0 | 0 | ||
| SPRINKLR INC | CL A | 85208T107 | 5,002,400 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
| SPROUT SOCIAL INC | COM CL A | 85209W109 | 2,854,400 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| TERADATA CORP DEL | COM | 88076W103 | 8,121,600 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 2,556,450 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| UIPATH INC | CL A | 90364P105 | 3,043,200 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| UPWORK INC | COM | 91688F104 | 4,998,750 | 465,000 | SH | SOLE | 465,000 | 0 | 0 | ||
| VIMEO INC | COMMON STOCK | 92719V100 | 1,958,250 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 4,294,890 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| YEXT INC | COM | 98585N106 | 4,990,480 | 932,800 | SH | SOLE | 932,800 | 0 | 0 | ||
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 | 3,447,900 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 | 1,277,000 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| ZUORA INC | COM CL A | 98983V106 | 5,610,450 | 565,000 | SH | SOLE | 565,000 | 0 | 0 | ||