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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADTHEORENT HOLDING COMPANY | COM | 00739D109 | 811,649 | 252,850 | SH | SOLE | 252,850 | 0 | 0 | |||
| AVIDXCHANGE HOLDINGS INC | COM | 05368X102 | 591,750 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | |||
| BENCHMARK ELECTRS INC | COM | 08160H101 | 3,518,793 | 117,254 | SH | SOLE | 117,254 | 0 | 0 | |||
| BIGCOMMERCE HLDGS INC | COM SER 1 | 08975P108 | 310,050 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | |||
| COMMVAULT SYS INC | COM | 204166102 | 3,104,265 | 30,605 | SH | SOLE | 30,605 | 0 | 0 | |||
| COUCHBASE INC | COM | 22207T101 | 3,683,400 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
| CS DISCO INC | COM | 126327105 | 487,800 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| DXC TECHNOLOGY CO | COM | 23355L106 | 3,605,700 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | |||
| DXC TECHNOLOGY CO | COM | 23355L106 | 2,121,000 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | ||
| EVENTBRITE INC | COM CL A | 29975E109 | 2,192,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| EVERBRIDGE INC | COM | 29978A104 | 3,831,300 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | |||
| EXTREME NETWORKS | COM | 30226D106 | 3,808,200 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | |||
| GODADDY INC | CL A | 380237107 | 4,747,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| JUNIPER NETWORKS INC | COM | 48203R104 | 5,818,420 | 157,000 | SH | SOLE | 157,000 | 0 | 0 | |||
| JUNIPER NETWORKS INC | COM | 48203R104 | 3,867,000 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | ||
| KALTURA INC | COM | 483467106 | 891,244 | 660,181 | SH | SOLE | 660,181 | 0 | 0 | |||
| KORN FERRY | COM NEW | 500643200 | 2,360,784 | 35,900 | SH | SOLE | 35,900 | 0 | 0 | |||
| OMNICELL COM | COM | 68213N109 | 2,659,930 | 91,000 | SH | SOLE | 91,000 | 0 | 0 | |||
| ON24 INC | COM | 68339B104 | 2,764,579 | 387,196 | SH | SOLE | 387,196 | 0 | 0 | |||
| RESOURCES CONNECTION INC | COM | 76122Q105 | 8,619,800 | 655,000 | SH | SOLE | 655,000 | 0 | 0 | |||
| SECUREWORKS CORP | CL A | 81374A105 | 3,916,940 | 582,878 | SH | SOLE | 582,878 | 0 | 0 | |||
| SIMILARWEB LTD | SHS | M84137104 | 985,149 | 109,461 | SH | SOLE | 109,461 | 0 | 0 | |||
| SPRINKLR INC | CL A | 85208T107 | 5,779,170 | 471,000 | SH | SOLE | 471,000 | 0 | 0 | |||
| TERADATA CORP DEL | COM | 88076W103 | 6,187,200 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | |||
| TERADATA CORP DEL | COM | 88076W103 | 3,706,000 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 1,834,500 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| UPWORK INC | COM | 91688F104 | 4,658,800 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | |||
| VIMEO INC | COMMON STOCK | 92719V100 | 2,365,124 | 578,270 | SH | SOLE | 578,270 | 0 | 0 | |||
| WALKME LTD | ORD SHS | M97628107 | 2,609,747 | 303,459 | SH | SOLE | 303,459 | 0 | 0 | |||
| WIX COM LTD | SHS | M98068105 | 3,711,960 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | |||
| YEXT INC | COM | 98585N106 | 4,810,734 | 797,800 | SH | SOLE | 797,800 | 0 | 0 | |||
| ZUORA INC | COM CL A | 98983V106 | 6,201,600 | 680,000 | SH | SOLE | 680,000 | 0 | 0 | |||