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
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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
ACTIVISION BLIZZARD INC COM 00507V109 5,571 60,000 SH   SOLE   60,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 5,503 60,000 SH   SOLE   60,000 0 0
AMAZON COM INC COM 023135106 13,028 4,000 SH   SOLE   4,000 0 0
AMERICAN EXPRESS CO COM 025816109 12,091 100,000 SH   SOLE   100,000 0 0
AMERICAN EXPRESS CO COM 025816109 3,627 30,000 SH Call SOLE   30,000 0 0
APPLE INC COM 037833100 9,288 70,000 SH   SOLE   70,000 0 0
APPLIED MATLS INC COM 038222105 1,726 20,000 SH   SOLE   20,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 7,316 15,000 SH   SOLE   15,000 0 0
ATLASSIAN CORP PLC CL A G06242104 3,040 13,000 SH   SOLE   13,000 0 0
BOOKING HOLDINGS INC COM 09857L108 2,227 1,000 SH   SOLE   1,000 0 0
CARDLYTICS INC COM 14161W105 14,277 100,000 SH   SOLE   100,000 0 0
COCA COLA CO COM 191216100 19,742 360,000 SH   SOLE   360,000 0 0
COUPA SOFTWARE INC COM 22266L106 8,473 25,000 SH   SOLE   25,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 6,355 30,000 SH   SOLE   30,000 0 0
CSX CORP COM 126408103 9,075 100,000 SH   SOLE   100,000 0 0
DEERE & CO COM 244199105 8,072 30,000 SH   SOLE   30,000 0 0
DISNEY WALT CO COM 254687106 14,494 80,000 SH   SOLE   80,000 0 0
FACEBOOK INC CL A 30303M102 13,658 50,000 SH   SOLE   50,000 0 0
FEDEX CORP COM 31428X106 9,087 35,000 SH   SOLE   35,000 0 0
FISERV INC COM 337738108 6,832 60,000 SH   SOLE   60,000 0 0
FOLEY TRASIMENE ACQUISITION COM CL A 344328109 7,550 500,000 SH   SOLE   500,000 0 0
INSU ACQUISITION CORP II COM CL A 457821106 3,499 225,000 SH   SOLE   225,000 0 0
INTEL CORP COM 458140100 4,982 100,000 SH   SOLE   100,000 0 0
INTEL CORP COM 458140100 4,982 100,000 SH Call SOLE   100,000 0 0
JAMF HLDG CORP COM 47074L105 2,992 100,000 SH   SOLE   100,000 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 1,213 29,000 SH   SOLE   29,000 0 0
LAM RESEARCH CORP COM 512807108 3,306 7,000 SH   SOLE   7,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 6,025 131,500 SH   SOLE   131,500 0 0
LYFT INC CL A COM 55087P104 9,826 200,000 SH   SOLE   200,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,425 18,000 SH   SOLE   18,000 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 2,762 20,000 SH   SOLE   20,000 0 0
MICRON TECHNOLOGY INC COM 595112103 11,277 150,000 SH   SOLE   150,000 0 0
NORFOLK SOUTHN CORP COM 655844108 14,257 60,000 SH   SOLE   60,000 0 0
NVIDIA CORPORATION COM 67066G104 6,789 13,000 SH   SOLE   13,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 7,951 50,000 SH   SOLE   50,000 0 0
OKTA INC CL A 679295105 5,085 20,000 SH   SOLE   20,000 0 0
OUTFRONT MEDIA INC COM 69007J106 4,401 225,000 SH   SOLE   225,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 15,172 100,000 SH   SOLE   100,000 0 0
QUALCOMM INC COM 747525103 12,187 80,000 SH   SOLE   80,000 0 0
RINGCENTRAL INC CL A 76680R206 4,927 13,000 SH   SOLE   13,000 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 3,732 70,100 SH   SOLE   70,100 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 2,662 50,000 SH Call SOLE   50,000 0 0
SALESFORCE COM INC COM 79466L302 8,901 40,000 SH   SOLE   40,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 8,866 260,000 SH   SOLE   260,000 0 0
SKILLZ INC COM 83067L109 3,000 150,000 SH   SOLE   150,000 0 0
SNAP INC CL A 83304A106 8,011 160,000 SH   SOLE   160,000 0 0
SONY CORP SPONSORED ADR 835699307 7,077 70,000 SH   SOLE   70,000 0 0
SPLUNK INC COM 848637104 8,495 50,000 SH   SOLE   50,000 0 0
SQUARE INC CL A 852234103 2,176 10,000 SH   SOLE   10,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 13,085 120,000 SH   SOLE   120,000 0 0
THE REALREAL INC COM 88339P101 4,885 250,000 SH   SOLE   250,000 0 0
THE TRADE DESK INC COM CL A 88339J105 1,602 2,000 SH   SOLE   2,000 0 0
TPG PACE BEN FIN CORP CL A COM G8990D125 776 30,000 SH   SOLE   30,000 0 0
TRANSDIGM GROUP INC COM 893641100 12,377 20,000 SH   SOLE   20,000 0 0
TWILIO INC CL A 90138F102 9,478 28,000 SH   SOLE   28,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 5,100 100,000 SH   SOLE   100,000 0 0
UNION PAC CORP COM 907818108 7,288 35,000 SH   SOLE   35,000 0 0
VICOR CORP COM 925815102 7,378 80,000 SH   SOLE   80,000 0 0
VISA INC COM CL A 92826C839 4,375 20,000 SH   SOLE   20,000 0 0
XILINX INC COM 983919101 7,089 50,000 SH   SOLE   50,000 0 0
XPO LOGISTICS INC COM 983793100 4,768 40,000 SH   SOLE   40,000 0 0
ZYNGA INC CL A 98986T108 1,974 200,000 SH   SOLE   200,000 0 0