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
ADOBE SYS INC COM 00724F101 3,968 14,700 SH   SOLE   14,700 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,943 30,000 SH   SOLE   30,000 0 0
ALPHABET INC CAP STK CL C 02079K107 87,481 73,300 SH   SOLE   73,300 0 0
AMAZON COM INC COM 023135106 30,446 15,200 SH   SOLE   15,200 0 0
AMERICAN TOWER CORP NEW COM 03027X100 247 1,700 SH   SOLE   1,700 0 0
APPLE INC COM 037833100 24,380 108,000 SH   SOLE   108,000 0 0
ATLASSIAN CORP PLC CL A G06242104 9,037 94,000 SH   SOLE   94,000 0 0
AUTODESK INC COM 052769106 1,983 12,700 SH   SOLE   12,700 0 0
BOEING CO COM 097023105 558 1,500 SH   SOLE   1,500 0 0
CME GROUP INC COM CL A 12572Q105 426 2,500 SH   SOLE   2,500 0 0
COSTAR GROUP INC COM 22160N109 505 1,200 SH   SOLE   1,200 0 0
COUPA SOFTWARE INC COM 22266L106 10,639 134,500 SH   SOLE   134,500 0 0
DIREXION SHS ETF TR DLY EMG MK BL 3X 25490K281 2,289 27,000 SH   SOLE   27,000 0 0
DOWDUPONT INC CALL 26078J900 5,917 92,000 SH Call SOLE   92,000 0 0
DOWDUPONT INC CALL 26078J900 1,801 28,000 SH Call SOLE   28,000 0 0
DOWDUPONT INC COM 26078J100 18,071 281,000 SH   SOLE   281,000 0 0
FIRSTSERVICE CORP NEW SUB VTG SH 33767E103 1,820 21,500 SH   SOLE   21,500 0 0
GODADDY INC CL A 380237107 1,501 18,000 SH   SOLE   18,000 0 0
INSTRUCTURE INC COM 45781U103 6,602 186,500 SH   SOLE   186,500 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 277 5,000 SH   SOLE   5,000 0 0
INTUIT COM 461202103 1,137 5,000 SH   SOLE   5,000 0 0
JD COM INC SPON ADR CL A 47215P106 2,818 108,000 SH   SOLE   108,000 0 0
JPMORGAN CHASE & CO COM 46625H100 39,268 348,000 SH   SOLE   348,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 531229888 354 13,000 SH   SOLE   13,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 309 8,300 SH   SOLE   8,300 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 5,388 124,000 SH   SOLE   124,000 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 284 900 SH   SOLE   900 0 0
MICROSOFT CORP COM 594918104 205,294 1,795,000 SH   SOLE   1,795,000 0 0
PANDORA MEDIA INC COM 698354107 3,395 357,000 SH   SOLE   357,000 0 0
S&P GLOBAL INC COM 78409V104 645 3,300 SH   SOLE   3,300 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 2,603 76,500 SH   SOLE   76,500 0 0
SALESFORCE COM INC COM 79466L302 4,214 26,500 SH   SOLE   26,500 0 0
SERVICENOW INC COM 81762P102 5,575 28,500 SH   SOLE   28,500 0 0
SHARPSPRING INC COM 820054104 147 10,500 SH   SOLE   10,500 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 398 2,200 SH   SOLE   2,200 0 0
STARS GROUP INC COM 85570W100 336 13,500 SH   SOLE   13,500 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 925 6,700 SH   SOLE   6,700 0 0
TRANSDIGM GROUP INC COM 893641100 800 2,150 SH   SOLE   2,150 0 0
VEEVA SYS INC CL A COM 922475108 8,655 79,500 SH   SOLE   79,500 0 0
WATSCO INC COM 942622200 285 1,600 SH   SOLE   1,600 0 0
WORKDAY INC CL A 98138H101 890 6,100 SH   SOLE   6,100 0 0
XPO LOGISTICS INC COM 983793100 285 2,500 SH   SOLE   2,500 0 0
ZENDESK INC COM 98936J101 1,136 16,000 SH   SOLE   16,000 0 0