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
ACTIVISION BLIZZARD INC COM 00507V109 8,095 100,000 SH   SOLE   100,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 8,199 100,000 SH   SOLE   100,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7,350 25,000 SH   SOLE   25,000 0 0
AMAZON COM INC COM 023135106 7,872 2,500 SH   SOLE   2,500 0 0
APPLE INC COM 037833100 8,107 70,000 SH   SOLE   70,000 0 0
BOOKING HOLDINGS INC COM 09857L108 1,711 1,000 SH   SOLE   1,000 0 0
CARDLYTICS INC COM 14161W105 8,197 116,155 SH   SOLE   116,155 0 0
COCA COLA CO COM 191216100 7,406 150,000 SH   SOLE   150,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 3,433 25,000 SH   SOLE   25,000 0 0
CSX CORP COM 126408103 7,767 100,000 SH   SOLE   100,000 0 0
DEERE & CO COM 244199105 8,865 40,000 SH   SOLE   40,000 0 0
ELECTRONIC ARTS INC COM 285512109 6,521 50,000 SH   SOLE   50,000 0 0
FACEBOOK INC CL A 30303M102 7,857 30,000 SH   SOLE   30,000 0 0
FEDEX CORP COM 31428X106 12,576 50,000 SH   SOLE   50,000 0 0
FISERV INC COM 337738108 5,153 50,000 SH   SOLE   50,000 0 0
GENERAL MLS INC COM 370334104 6,168 100,000 SH Call SOLE   100,000 0 0
HASBRO INC COM 418056107 2,482 30,000 SH   SOLE   30,000 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 4,917 120,809 SH   SOLE   120,809 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 1,448 50,000 SH   SOLE   50,000 0 0
NORFOLK SOUTHN CORP COM 655844108 8,560 40,000 SH   SOLE   40,000 0 0
NVIDIA CORPORATION COM 67066G104 13,531 25,000 SH   SOLE   25,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 6,241 50,000 SH   SOLE   50,000 0 0
OKTA INC CL A 679295105 3,208 15,000 SH   SOLE   15,000 0 0
PAYPAL HLDGS INC COM 70450Y103 3,941 20,000 SH   SOLE   20,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 10,420 105,000 SH   SOLE   105,000 0 0
QUALCOMM INC COM 747525103 17,652 150,000 SH   SOLE   150,000 0 0
RINGCENTRAL INC CL A 76680R206 1,373 5,000 SH   SOLE   5,000 0 0
SALESFORCE COM INC COM 79466L302 4,775 19,000 SH   SOLE   19,000 0 0
SHOPIFY INC CL A 82509L107 4,092 4,000 SH   SOLE   4,000 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 2,699 100,500 SH   SOLE   100,500 0 0
SNAP INC CL A 83304A106 7,833 300,000 SH   SOLE   300,000 0 0
SNAP INC CL A 83304A106 9,139 350,000 SH Call SOLE   350,000 0 0
SONY CORP SPONSORED ADR 835699307 4,605 60,000 SH   SOLE   60,000 0 0
SQUARE INC CL A 852234103 1,626 10,000 SH   SOLE   10,000 0 0
TALEND S A ADS 874224207 4,579 117,300 SH   SOLE   117,300 0 0
THE TRADE DESK INC COM CL A 88339J105 2,075 4,000 SH   SOLE   4,000 0 0
TJX COS INC NEW COM 872540109 1,670 30,000 SH   SOLE   30,000 0 0
TRANSDIGM GROUP INC COM 893641100 3,326 7,000 SH   SOLE   7,000 0 0
TWILIO INC CL A 90138F102 4,942 20,000 SH   SOLE   20,000 0 0
TWITTER INC COM 90184L102 4,450 100,000 SH   SOLE   100,000 0 0
UNION PAC CORP COM 907818108 7,875 40,000 SH   SOLE   40,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,499 15,000 SH   SOLE   15,000 0 0
VICOR CORP COM 925815102 9,716 125,000 SH   SOLE   125,000 0 0
WORKDAY INC CL A 98138H101 3,227 15,000 SH   SOLE   15,000 0 0
XPO LOGISTICS INC COM 983793100 7,203 85,078 SH   SOLE   85,078 0 0
ZYNGA INC CL A 98986T108 6,384 700,000 SH   SOLE   700,000 0 0