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 | 13,061 | 80,578 | SH | SOLE | 0 | 80,578 | 0 | 0 | |
CARGURUS INC | COM CL A | 141788109 | 20,948 | 660,208 | SH | SOLE | 0 | 660,208 | 0 | 0 | |
FASTLY INC | CL A | 31188V100 | 9,768 | 111,800 | SH | SOLE | 0 | 111,800 | 0 | 0 | |
FRONTDOOR INC | COM | 35905A109 | 40,794 | 812,458 | SH | SOLE | 0 | 812,458 | 0 | 0 | |
KIRBY CORP | COM | 497266106 | 28,891 | 557,416 | SH | SOLE | 0 | 557,416 | 0 | 0 | |
NEW YORK TIMES CO | CL A | 650111107 | 41,637 | 804,267 | SH | SOLE | 0 | 804,267 | 0 | 0 | |
PALO ALTO NETWORKS INC | COM | 697435105 | 14,099 | 39,672 | SH | SOLE | 0 | 39,672 | 0 | 0 | |
PRIMO WATER CORPORATION | COM | 74167P108 | 31,786 | 2,027,184 | SH | SOLE | 0 | 2,027,184 | 0 | 0 | |
PTC INC | COM | 69370C100 | 38,690 | 323,465 | SH | SOLE | 0 | 323,465 | 0 | 0 | |
TALEND S A | ADS | 874224207 | 19,319 | 503,878 | SH | SOLE | 0 | 503,878 | 0 | 0 | |
TRINITY INDS INC | COM | 896522109 | 38,352 | 1,453,275 | SH | SOLE | 0 | 1,453,275 | 0 | 0 |