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 40,872 180,268 SH   SOLE   180,268 0 0
ALPHABET INC CAP STK CL A 02079K305 42,931 20,815 SH   SOLE   20,815 0 0
BANDWIDTH INC COM CL A 05988J103 35,534 280,369 SH   SOLE   280,369 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 12,282 67,296 SH   SOLE   67,296 0 0
DOCUSIGN INC COM 256163106 15,785 77,969 SH   SOLE   77,969 0 0
EVERBRIDGE INC COM 29978A104 19,681 162,415 SH   SOLE   162,415 0 0
FIVE9 INC COM 338307101 28,175 180,230 SH   SOLE   180,230 0 0
HUBSPOT INC COM 443573100 12,945 28,500 SH   SOLE   28,500 0 0
INTEL CORP COM 458140100 43,413 678,330 SH   SOLE   678,330 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 62,230 195,000 SH Put SOLE   0 0 0
LYFT INC CL A COM 55087P104 50,196 794,488 SH   SOLE   794,488 0 0
MAGNITE INC COM 55955D100 17,846 428,891 SH   SOLE   428,891 0 0
MERCADOLIBRE INC COM 58733R102 28,408 19,297 SH   SOLE   19,297 0 0
MICRON TECHNOLOGY INC COM 595112103 69,466 787,505 SH   SOLE   787,505 0 0
NETFLIX INC COM 64110L106 11,936 22,880 SH   SOLE   22,880 0 0
NXP SEMICONDUCTORS N V COM N6596X109 60,496 300,469 SH   SOLE   300,469 0 0
OKTA INC CL A 679295105 6,831 30,988 SH   SOLE   30,988 0 0
OUTFRONT MEDIA INC COM 69007J106 31,565 1,445,941 SH   SOLE   1,445,941 0 0
PALO ALTO NETWORKS INC COM 697435105 48,449 150,436 SH   SOLE   150,436 0 0
PINTEREST INC CL A 72352L106 32,342 436,883 SH   SOLE   436,883 0 0
RINGCENTRAL INC CL A 76680R206 20,722 69,566 SH   SOLE   69,566 0 0
ROKU INC COM CL A 77543R102 9,582 29,412 SH   SOLE   29,412 0 0
SNAP INC CL A 83304A106 6,437 123,100 SH   SOLE   123,100 0 0
SOCIAL CAPITAL HEDOSOPHA HLD SHS CL A G8252P105 12,414 723,852 SH   SOLE   723,852 0 0
SQUARE INC CL A 852234103 33,970 149,614 SH   SOLE   149,614 0 0
STONECO LTD COM CL A G85158106 10,937 178,649 SH   SOLE   178,649 0 0
TEXAS INSTRS INC COM 882508104 43,770 231,600 SH   SOLE   231,600 0 0
TRIPADVISOR INC COM 896945201 29,617 550,600 SH   SOLE   550,600 0 0
TWITTER INC COM 90184L102 43,618 685,500 SH   SOLE   685,500 0 0
VONAGE HLDGS CORP COM 92886T201 39,459 3,338,347 SH   SOLE   3,338,347 0 0
WIX COM LTD SHS M98068105 15,776 56,500 SH   SOLE   56,500 0 0
WORKDAY INC CL A 98138H101 31,950 128,609 SH   SOLE   128,609 0 0