The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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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 |
| AMPLITUDE INC | COM CL A | 03213A104 | 3,577,251 | 288,488 | SH | SOLE | 288,488 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 12,913,284 | 153,128 | SH | SOLE | 153,128 | 0 | 0 | ||
| EVERQUOTE INC | COM CL A | 30041R108 | 12,860,955 | 531,884 | SH | SOLE | 531,884 | 0 | 0 | ||
| FABRINET | SHS | G3323L100 | 24,850,070 | 84,329 | SH | SOLE | 84,329 | 0 | 0 | ||
| HARMONIC INC | COM | 413160102 | 11,332,181 | 1,196,640 | SH | SOLE | 1,196,640 | 0 | 0 | ||
| IMPINJ INC | COM | 453204109 | 21,929,772 | 197,441 | SH | SOLE | 197,441 | 0 | 0 | ||
| JAMF HLDG CORP | COM | 47074L105 | 8,570,754 | 901,236 | SH | SOLE | 901,236 | 0 | 0 | ||
| RISKIFIED LTD | SHS CL A | M8216R109 | 1,433,477 | 287,270 | SH | SOLE | 287,270 | 0 | 0 | ||
| SITIME CORP | COM | 82982T106 | 12,638,201 | 59,312 | SH | SOLE | 59,312 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 12,927,969 | 990,649 | SH | SOLE | 990,649 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 17,859,215 | 143,609 | SH | SOLE | 143,609 | 0 | 0 | ||