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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 | 40,131 | 28,300 | SH | SOLE | 28,300 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 66,832 | 1,475,000 | SH | SOLE | 1,475,000 | 0 | 0 | ||
| BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 93,443 | 1,197,989 | SH | SOLE | 1,197,989 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 52,033 | 2,971,617 | SH | SOLE | 2,971,617 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 89,257 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 138,099 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| EVENTBRITE INC | COM CL A | 29975E109 | 49,010 | 5,718,819 | SH | SOLE | 5,718,819 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 147,596 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 215,751 | 1,609,000 | SH | SOLE | 1,609,000 | 0 | 0 | ||
| IAA INC | COM | 449253103 | 126,394 | 3,276,994 | SH | SOLE | 3,276,994 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 199,354 | 616,432 | SH | SOLE | 616,432 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 27,271 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| MODERNA INC | COM | 60770K107 | 642 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| PEGASYSTEMS INC | COM | 705573103 | 157,588 | 1,557,654 | SH | SOLE | 1,557,654 | 0 | 0 | ||
| RADWARE LTD | ORD | M81873107 | 89,596 | 3,798,031 | SH | SOLE | 3,798,031 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 20,655 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 102,564 | 3,300,000 | SH | SOLE | 3,300,000 | 0 | 0 | ||
| VARONIS SYS INC | COM | 922280102 | 228,424 | 2,581,644 | SH | SOLE | 2,581,644 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 19,761 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 161,784 | 3,723,449 | SH | SOLE | 3,723,449 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 242,447 | 2,738,584 | SH | SOLE | 2,738,584 | 0 | 0 | ||
| ZOGENIX INC | COM NEW | 98978L204 | 23,955 | 886,895 | SH | SOLE | 886,895 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 113,049 | 11,850,000 | SH | SOLE | 11,850,000 | 0 | 0 | ||