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 |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 13,160,556 | 111,332 | SH | SOLE | 0 | 0 | 0 | ||
| ALKAMI TECHNOLOGY INC | COM | 01644J108 | 16,978,168 | 936,985 | SH | SOLE | 0 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 7,877,315 | 40,517 | SH | SOLE | 0 | 0 | 0 | ||
| BANDWIDTH INC | COM CL A | 05988J103 | 49,094,277 | 775,581 | SH | SOLE | 0 | 0 | 0 | ||
| BLEND LABS INC | CL A | 09352U108 | 24,448,597 | 14,297,425 | SH | SOLE | 0 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 6,480,788 | 26,422 | SH | SOLE | 0 | 0 | 0 | ||
| COMMVAULT SYS INC | COM | 204166102 | 8,624,412 | 60,851 | SH | SOLE | 0 | 0 | 0 | ||
| COMPASS INC | CL A | 20464U100 | 13,199,598 | 1,070,527 | SH | SOLE | 0 | 0 | 0 | ||
| COURSERA INC | COM | 22266M104 | 25,671,853 | 4,551,747 | SH | SOLE | 0 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 8,771,008 | 33,688 | SH | SOLE | 0 | 0 | 0 | ||
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | 18,910,874 | 748,649 | SH | SOLE | 0 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | 12,690,034 | 289,001 | SH | SOLE | 0 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 15,625,191 | 274,030 | SH | SOLE | 0 | 0 | 0 | ||
| FRESHWORKS INC | CLASS A COM | 358054104 | 25,111,647 | 2,481,388 | SH | SOLE | 0 | 0 | 0 | ||
| GENIUS SPORTS LIMITED | SHARES CL A | G3934V109 | 25,159,981 | 4,151,812 | SH | SOLE | 0 | 0 | 0 | ||
| JFROG LTD | ORD SHS | M6191J100 | 17,337,178 | 190,770 | SH | SOLE | 0 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 8,687,382 | 25,863 | SH | SOLE | 0 | 0 | 0 | ||
| NCINO INC | COM | 63947X101 | 8,049,579 | 492,329 | SH | SOLE | 0 | 0 | 0 | ||
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | 1,833,769 | 6,640 | SH | SOLE | 0 | 0 | 0 | ||
| PAYMENTUS HOLDINGS INC | COM CL A | 70439P108 | 21,287,738 | 881,115 | SH | SOLE | 0 | 0 | 0 | ||
| PLANET LABS PBC | COM CL A | 72703X106 | 10,388,508 | 313,568 | SH | SOLE | 0 | 0 | 0 | ||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 20,846,306 | 513,203 | SH | SOLE | 0 | 0 | 0 | ||
| Q2 HLDGS INC | COM | 74736L109 | 26,403,485 | 548,929 | SH | SOLE | 0 | 0 | 0 | ||
| SAILPOINT INC | COM | 78781J109 | 12,613,502 | 861,578 | SH | SOLE | 0 | 0 | 0 | ||
| SENTINELONE INC | CL A | 81730H109 | 21,497,426 | 1,266,790 | SH | SOLE | 0 | 0 | 0 | ||
| SERVICETITAN INC | SHS CL A | 81764X103 | 21,240,860 | 300,394 | SH | SOLE | 0 | 0 | 0 | ||
| SNOWFLAKE INC | COM SHS | 833445109 | 23,709,220 | 93,160 | SH | SOLE | 0 | 0 | 0 | ||
| SOFI TECHNOLOGIES INC | COM | 83406F102 | 8,671,665 | 483,640 | SH | SOLE | 0 | 0 | 0 | ||
| SPORTRADAR GROUP AG | CLASS A ORD SHS | H8088L103 | 29,860,629 | 1,994,698 | SH | SOLE | 0 | 0 | 0 | ||
| UNITY SOFTWARE INC | COM | 91332U101 | 19,722,201 | 690,070 | SH | SOLE | 0 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 6,785,743 | 38,236 | SH | SOLE | 0 | 0 | 0 | ||
| VERTEX INC | CL A | 92538J106 | 10,931,394 | 952,212 | SH | SOLE | 0 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 10,056,405 | 108,812 | SH | SOLE | 0 | 0 | 0 | ||