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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 63,692 349,095 SH   SOLE   349,095 0 0
ALPHABET INC CAP STK CL A 02079K305 142,672 121,228 SH   SOLE   121,228 0 0
ALTERYX INC COM CL A 02156B103 63,449 756,514 SH   SOLE   756,514 0 0
AMAZON COM INC COM 023135106 333,705 187,396 SH   SOLE   187,396 0 0
ANALOG DEVICES INC COM 032654105 152,676 1,450,326 SH   SOLE   1,450,326 0 0
ARCO PLATFORM LTD COM CL A G04553106 5,945 184,116 SH   SOLE   184,116 0 0
CARVANA CO CL A 146869102 117,759 2,028,224 SH   SOLE   2,028,224 0 0
CERIDIAN HCM HLDG INC COM 15677J108 241,629 4,710,124 SH   SOLE   4,710,124 0 0
COUPA SOFTWARE INC COM 22266L106 285,887 3,142,301 SH   SOLE   3,142,301 0 0
COUPA SOFTWARE INC COM 22266L106 36,392 400,000 SH Put SOLE   400,000 0 0
FACEBOOK INC CL A 30303M102 204,202 1,225,040 SH   SOLE   1,225,040 0 0
FARFETCH LTD ORD SH CL A 30744W107 79,485 2,953,741 SH   SOLE   2,953,741 0 0
INTUIT COM 461202103 178,547 683,017 SH   SOLE   683,017 0 0
LYFT INC CL A COM 55087P104 5,480 70,000 SH   SOLE   70,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 87,563 700,000 SH Put SOLE   700,000 0 0
MERCADOLIBRE INC COM 58733R102 38,563 75,952 SH   SOLE   75,952 0 0
MIMECAST LTD ORD SHS G14838109 94,262 1,990,748 SH   SOLE   1,990,748 0 0
MONGODB INC CL A 60937P106 351,284 2,389,364 SH   SOLE   2,389,364 0 0
MONOLITHIC PWR SYS INC COM 609839105 54,171 399,813 SH   SOLE   399,813 0 0
NETFLIX INC COM 64110L106 238,591 669,147 SH   SOLE   669,147 0 0
OKTA INC CL A 679295105 33,092 400,000 SH Put SOLE   400,000 0 0
OKTA INC CL A 679295105 154,818 1,871,370 SH   SOLE   1,871,370 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 40,062 1,342,123 SH   SOLE   1,342,123 0 0
PAYPAL HLDGS INC COM 70450Y103 206,292 1,986,633 SH   SOLE   1,986,633 0 0
PLURALSIGHT INC COM CL A 72941B106 64,756 2,040,193 SH   SOLE   2,040,193 0 0
RINGCENTRAL INC CL A 76680R206 137,271 1,273,386 SH   SOLE   1,273,386 0 0
ROKU INC COM CL A 77543R102 134,318 2,082,122 SH   SOLE   2,082,122 0 0
SALESFORCE COM INC COM 79466L302 138,725 875,956 SH   SOLE   875,956 0 0
SCIENTIFIC GAMES CORP COM 80874P109 69,690 3,412,819 SH   SOLE   3,412,819 0 0
SERVICENOW INC COM 81762P102 176,127 714,541 SH   SOLE   714,541 0 0
SHOPIFY INC CL A 82509L107 203,340 984,124 SH   SOLE   984,124 0 0
SHOPIFY INC CL A 82509L107 41,324 200,000 SH Put SOLE   200,000 0 0
SMARTSHEET INC COM CL A 83200N103 109,542 2,685,502 SH   SOLE   2,685,502 0 0
SNAP INC CL A 83304A106 39,147 3,552,402 SH   SOLE   3,552,402 0 0
SQUARE INC CL A 852234103 167,501 2,235,729 SH   SOLE   2,235,729 0 0
STONECO LTD COM CL A G85158106 147,171 3,579,936 SH   SOLE   3,579,936 0 0
THE TRADE DESK INC COM CL A 88339J105 65,161 329,178 SH   SOLE   329,178 0 0
TWILIO INC CL A 90138F102 218,861 1,694,233 SH   SOLE   1,694,233 0 0
WAYFAIR INC CL A 94419L101 191,596 1,290,644 SH   SOLE   1,290,644 0 0
WORKDAY INC CL A 98138H101 72,428 375,569 SH   SOLE   375,569 0 0
XILINX INC COM 983919101 161,681 1,275,191 SH   SOLE   1,275,191 0 0
ZENDESK INC COM 98936J101 199,216 2,343,721 SH   SOLE   2,343,721 0 0