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
ACI WORLDWIDE INC COM 004498101 18,757 776,700 SH   SOLE   656,700 0 120,000
ACTIVISION BLIZZARD INC COM 00507V109 5,323 89,500 SH   SOLE   76,000 0 13,500
ANDINA ACQUISITION CORP III UNIT 09/24/2020 G04415116 863 84,788 SH   SOLE   84,788 0 0
AUTODESK INC COM 052769106 30,892 197,896 SH   SOLE   159,896 0 38,000
BOOKING HLDGS INC COM 09857L108 7,130 5,300 SH   SOLE   5,300 0 0
CITRIX SYS INC COM 177376100 18,543 131,000 SH   SOLE   104,000 0 27,000
DYNATRACE INC COM 268150109 37,341 1,566,327 SH   SOLE   1,312,988 0 253,339
ELASTIC N V ORD SHS N14506104 8,909 159,633 SH   SOLE   134,082 0 25,551
EVERQUOTE INC COM CL A 30041R108 18,857 718,363 SH   SOLE   611,776 0 106,587
FINSERV ACQUISITION CORP UNIT 12/31/2026 318085206 5,031 499,074 SH   SOLE   499,074 0 0
FLEX LTD ORD Y2573F102 37,485 4,475,813 SH   SOLE   3,576,304 0 899,509
FLWS/1-800 FLOWERS CL A 68243Q106 12,232 924,560 SH   SOLE   874,560 0 50,000
GRID DYNAMICS HLDGS INC *W EXP 03/05/202 39813G117 622 327,529 SH   SOLE   327,529 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 9,239 116,486 SH   SOLE   99,952 0 16,534
IMMERSION CORP COM 452521107 7,093 1,323,271 SH   SOLE   1,323,271 0 0
INTERDIGITAL INC COM 45867G101 54,020 1,210,396 SH   SOLE   1,021,276 0 189,120
ISHARES TR RUSSELL 2000 ETF 464287655 29,760 260,000 SH Call SOLE   260,000 0 0
LORAL SPACE & COMMUNICATNS I COM 543881106 3,855 237,208 SH   SOLE   237,208 0 0
MICROSOFT CORP COM 594918104 72,547 460,000 SH Call SOLE   460,000 0 0
NEW YORK TIMES CO CL A 650111107 75,717 2,465,554 SH   SOLE   2,141,918 0 323,636
NEW YORK TIMES CO CL A 650111107 42,994 1,400,000 SH Put SOLE   1,400,000 0 0
NICE LTD SPONSORED ADR 653656108 30,628 213,344 SH   SOLE   170,153 0 43,191
PETIQ INC COM CL A 71639T106 23,692 1,019,884 SH   SOLE   828,271 0 191,613
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 18,167 1,193,597 SH   SOLE   1,017,606 0 175,991
TALEND S A ADS 874224207 17,453 778,096 SH   SOLE   650,660 0 127,436
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 4,588 31,400 SH   SOLE   26,900 0 4,500