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
ACXIOM CORP COM 005125109 3,369 112,473 SH   SOLE 0 112,473 0 0
ACXIOM CORP COM 005125109 3,998 133,500 SH Call SOLE 0 133,500 0 0
AUTODESK INC COM 052769106 23,539 179,566 SH   SOLE 0 179,566 0 0
AVALARA INC COM 05338G106 2,392 44,826 SH   SOLE 0 44,826 0 0
BLACKLINE INC COM 09239B109 4,993 114,972 SH   SOLE 0 114,972 0 0
BOTTOMLINE TECH DEL INC COM 101388106 39,970 802,121 SH   SOLE 0 802,121 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 10,196 161,939 SH   SOLE 0 161,939 0 0
DXC TECHNOLOGY CO COM 23355L106 17,732 219,970 SH   SOLE 0 219,970 0 0
EBAY INC COM 278642103 18,562 511,925 SH   SOLE 0 511,925 0 0
GREENSKY INC CL A 39572G100 2,441 115,433 SH   SOLE 0 115,433 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 13,841 155,902 SH   SOLE 0 155,902 0 0
IAC INTERACTIVECORP COM 44919P508 13,460 88,271 SH   SOLE 0 88,271 0 0
IMMERSION CORP COM 452521107 21,291 1,378,930 SH   SOLE 0 1,378,930 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 101,274 590,000 SH Put SOLE 0 590,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 225,102 1,374,500 SH Put SOLE 0 1,374,500 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 2,850 76,753 SH   SOLE 0 76,753 0 0
LORAL SPACE & COMMUNICATNS I COM 543881106 7,230 192,274 SH   SOLE 0 192,274 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 3,972 387,499 SH   SOLE 0 387,499 0 0
NEW YORK TIMES CO CL A 650111107 44,903 1,733,691 SH   SOLE 0 1,733,691 0 0
PTC INC COM 69370C100 22,755 242,564 SH   SOLE 0 242,564 0 0
QAD INC CL A 74727D306 9,501 189,443 SH   SOLE 0 189,443 0 0
QUALCOMM INC COM 747525103 25,736 458,585 SH   SOLE 0 458,585 0 0
QUALCOMM INC COM 747525103 5,612 100,000 SH Call SOLE 0 100,000 0 0
REALPAGE INC COM 75606N109 13,356 242,390 SH   SOLE 0 242,390 0 0
RED HAT INC COM 756577102 8,670 64,523 SH   SOLE 0 64,523 0 0
ROKU INC COM CL A 77543R102 1,185 27,800 SH   SOLE 0 27,800 0 0
SENDGRID INC COM 816883102 4,219 159,096 SH   SOLE 0 159,096 0 0
SOCIAL CAP HEDOSOPHIA HLDGS UNIT 99/99/9999 G8250R111 7,211 657,381 SH   SOLE 0 657,381 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 22,647 436,362 SH   SOLE 0 436,362 0 0
STARS GROUP INC COM 85570W100 11,385 313,643 SH   SOLE 0 313,643 0 0
VARONIS SYS INC COM 922280102 4,380 58,798 SH   SOLE 0 58,798 0 0
VMWARE INC CL A COM 928563402 24,128 164,170 SH   SOLE 0 164,170 0 0
YEXT INC COM 98585N106 38,161 1,973,176 SH   SOLE 0 1,973,176 0 0