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 |
APPIAN CORP | CL A | 03782L101 | 12,930 | 321,410 | SH | SOLE | 321,410 | 0 | 0 | ||
FRONTDOOR INC | COM | 35905A109 | 29,071 | 835,877 | SH | SOLE | 835,877 | 0 | 0 | ||
KIRBY CORP | COM | 497266106 | 31,036 | 713,972 | SH | SOLE | 713,972 | 0 | 0 | ||
NEW YORK TIMES CO | CL A | 650111107 | 19,271 | 627,517 | SH | SOLE | 627,517 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 13,068 | 79,700 | SH | SOLE | 79,700 | 0 | 0 | ||
PRIMO WATER CORPORATION | COM | 74167P108 | 9,603 | 1,059,963 | SH | SOLE | 1,059,963 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 33,058 | 540,078 | SH | SOLE | 540,078 | 0 | 0 | ||
TALEND S A | ADS | 874224207 | 7,242 | 322,873 | SH | SOLE | 322,873 | 0 | 0 | ||
TRINITY INDS INC | COM | 896522109 | 23,574 | 1,466,932 | SH | SOLE | 1,466,932 | 0 | 0 | ||
TRUPANION INC | COM | 898202106 | 10,928 | 419,838 | SH | SOLE | 419,838 | 0 | 0 | ||
WORKIVA INC | COM CL A | 98139A105 | 3,867 | 119,595 | SH | SOLE | 119,595 | 0 | 0 |