The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AVALARA INC COMMON STOCKS 05338G106 8,712 65,462 SH   SOLE   65,462 0 0
CARDLYTICS INC COMMON STOCKS 14161W105 16,231 231,943 SH   SOLE   231,943 0 0
CARVANA CO CL A 146869102 34,177 284,334 SH   SOLE   284,334 0 0
Casper Sleep, Inc COMMON STOCKS 147626105 5,762 683,435 SH   SOLE   683,435 0 0
COUPA SOFTWARE INC COMMON STOCKS 22266L106 76,177 274,966 SH   SOLE   274,966 0 0
CROWDSTRIKE HOLDINGS INC - A CL A 22788C105 10,367 103,367 SH   SOLE   103,367 0 0
EURONET WORLDWIDE INC COMMON STOCKS 298736109 13,797 143,986 SH   SOLE   143,986 0 0
FIDELITY NATIONAL INFO SERV COMMON STOCKS 31620M106 20,650 154,002 SH   SOLE   154,002 0 0
FIREEYE INC COMMON STOCKS 31816Q101 2,261 185,703 SH   SOLE   185,703 0 0
FORMFACTOR INC COMMON STOCKS 346375108 2,566 87,482 SH   SOLE   87,482 0 0
GRID DYNAMICS HOLDINGS INC CL A 39813G109 1,396 202,280 SH   SOLE   202,280 0 0
I3 VERTICALS INC-CLASS A COMMON CL A 46571Y107 7,929 262,121 SH   SOLE   262,121 0 0
LAM RESEARCH CORP COMMON STOCKS 512807108 26,144 80,826 SH   SOLE   80,826 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 17,778 507,066 SH   SOLE   507,066 0 0
MERCADOLIBRE INC COMMON STOCKS 58733R102 47,090 47,770 SH   SOLE   47,770 0 0
MICRON TECHNOLOGY INC COMMON STOCKS 595112103 16,966 329,308 SH   SOLE   329,308 0 0
NUTANIX INC - A CL A 67059N108 31,257 1,318,588 SH   SOLE   1,318,588 0 0
PALO ALTO NETWORKS INC COMMON STOCKS 697435105 28,958 126,084 SH   SOLE   126,084 0 0
PAYPAL HOLDINGS INC COMMON STOCKS 70450Y103 31,637 181,580 SH   SOLE   181,580 0 0
PELOTON INTERACTIVE INC-A CL A COM 70614W100 21,961 380,154 SH   SOLE   380,154 0 0
PROOFPOINT INC COMMON STOCKS 743424103 13,615 122,522 SH   SOLE   122,522 0 0
SALESFORCE.COM INC COMMON STOCKS 79466L302 19,006 101,456 SH   SOLE   101,456 0 0
SIRIUS XM HOLDINGS INC COMMON STOCKS 82968B103 1,055 179,807 SH   SOLE   179,807 0 0
SMART GLOBAL HOLDINGS INC SHS G8232Y101 16,996 625,318 SH   SOLE   625,318 0 0
ZENDESK INC COMMON STOCKS 98936J101 12,409 140,164 SH   SOLE   140,164 0 0