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 |
| ADOBE SYS INC | COM | 00724F101 | 5,510 | 25,500 | SH | SOLE | 25,500 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 54,479 | 52,800 | SH | SOLE | 52,800 | 0 | 0 | ||
| ALTERYX INC | COM CL A | 02156B103 | 734 | 21,500 | SH | SOLE | 21,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 32,855 | 22,700 | SH | SOLE | 22,700 | 0 | 0 | ||
| ANSYS INC | COM | 03662Q105 | 1,880 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| APPIAN CORP | CL A | 03782L101 | 353 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 1,051 | 19,500 | SH | SOLE | 19,500 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 8,539 | 68,000 | SH | SOLE | 68,000 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 308 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| CHURCHILL DOWNS INC | COM | 171484108 | 220 | 900 | SH | SOLE | 900 | 0 | 0 | ||
| COTT CORP QUE | COM | 22163N106 | 1,840 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 912 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 24,288 | 152,000 | SH | SOLE | 152,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 27,164 | 170,000 | SH | Call | SOLE | 170,000 | 0 | 0 | |
| GODADDY INC | CL A | 380237107 | 5,282 | 86,000 | SH | SOLE | 86,000 | 0 | 0 | ||
| GTT COMMUNICATIONS INC | COM | 362393100 | 11,625 | 205,025 | SH | SOLE | 205,025 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 323 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 729 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 735 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM SER A FRMLA | 531229870 | 351 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| MCCORMICK & CO INC | COM NON VTG | 579780206 | 213 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 182,440 | 1,998,900 | SH | SOLE | 1,998,900 | 0 | 0 | ||
| MIMECAST LTD | ORD SHS | G14838109 | 850 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 2,658 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 2,314 | 96,000 | SH | SOLE | 96,000 | 0 | 0 | ||
| NEWS CORP NEW | CL A | 65249B109 | 379 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 638 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| PEGASYSTEMS INC | COM | 705573103 | 1,698 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 621 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 3,838 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 5,129 | 31,000 | SH | SOLE | 31,000 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 1,574 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 4,498 | 46,000 | SH | SOLE | 46,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 1,842 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 3,481 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 1,017 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 766 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||