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 INC COM 00724F101 17,412 40,000 SH   SOLE   40,000 0 0
ALPHABET INC CAP STK CL C 02079K107 213,455 151,000 SH   SOLE   151,000 0 0
ALPHABET INC CAP STK CL A 02079K305 9,926 7,000 SH   SOLE   7,000 0 0
AMAZON COM INC COM 023135106 307,608 111,500 SH   SOLE   111,500 0 0
AMAZON COM INC CALL 023135106 19,312 7,000 SH Call SOLE   7,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 24,044 93,000 SH   SOLE   93,000 0 0
ANAPLAN INC COM 03272L108 997 22,000 SH   SOLE   22,000 0 0
APPFOLIO INC COM CL A 03783C100 163 1,000 SH   SOLE   1,000 0 0
APPLE INC COM 037833100 13,315 36,500 SH   SOLE   36,500 0 0
ARYA SCIENCES ACQUISTION CO UNIT 06/09/2027 G31655114 174 15,000 SH   SOLE   15,000 0 0
ATLASSIAN CORP PLC CL A G06242104 28,933 160,500 SH   SOLE   160,500 0 0
ATLASSIAN CORP PLC CALL G06242104 2,632 14,600 SH Call SOLE   14,600 0 0
AUTODESK INC COM 052769106 11,122 46,500 SH   SOLE   46,500 0 0
AXON ENTERPRISE INC COM 05464C101 5,495 56,000 SH   SOLE   56,000 0 0
BLACK KNIGHT INC COM 09215C105 1,234 17,000 SH   SOLE   17,000 0 0
CARVANA CO CL A 146869102 7,693 64,000 SH   SOLE   64,000 0 0
CME GROUP INC COM 12572Q105 7,152 44,000 SH   SOLE   44,000 0 0
COSTAR GROUP INC COM 22160N109 4,761 6,700 SH   SOLE   6,700 0 0
COUPA SOFTWARE INC COM 22266L106 10,805 39,000 SH   SOLE   39,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 501 5,000 SH   SOLE   5,000 0 0
DANAHER CORPORATION COM 235851102 21,308 120,500 SH   SOLE   120,500 0 0
DOCUSIGN INC COM 256163106 758 4,400 SH   SOLE   4,400 0 0
ELECTRONIC ARTS INC COM 285512109 1,453 11,000 SH   SOLE   11,000 0 0
FACEBOOK INC CL A 30303M102 330,614 1,456,000 SH   SOLE   1,456,000 0 0
FACEBOOK INC CALL 30303M102 2,498 11,000 SH Call SOLE   11,000 0 0
FIRSTSERVICE CORP NEW COM 33767E202 967 9,600 SH   SOLE   9,600 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 54,982 496,000 SH   SOLE   496,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 14,656 160,000 SH   SOLE   160,000 0 0
JD.COM INC SPON ADR CL A 47215P106 9,388 156,000 SH   SOLE   156,000 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 317 10,000 SH   SOLE   10,000 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 197 10,000 SH   SOLE   10,000 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 499 3,400 SH   SOLE   3,400 0 0
MERCADOLIBRE INC COM 58733R102 10,351 10,500 SH   SOLE   10,500 0 0
MICROSOFT CORP COM 594918104 447,315 2,198,000 SH   SOLE   2,198,000 0 0
MONGODB INC CL A 60937P106 543 2,400 SH   SOLE   2,400 0 0
NETFLIX INC COM 64110L106 66,891 147,000 SH   SOLE   147,000 0 0
NETFLIX INC CALL 64110L106 9,101 20,000 SH Call SOLE   20,000 0 0
NEW YORK TIMES CO CL A 650111107 5,002 119,000 SH   SOLE   119,000 0 0
OKTA INC CL A 679295105 2,363 11,800 SH   SOLE   11,800 0 0
PAYPAL HLDGS INC COM 70450Y103 5,924 34,000 SH   SOLE   34,000 0 0
PRIMO WATER CORPORATION COM 74167P108 138 10,000 SH   SOLE   10,000 0 0
REPUBLIC SVCS INC COM 760759100 20,923 255,000 SH   SOLE   255,000 0 0
REYNOLDS CONSUMER PRODS INC COM 76171L106 4,308 124,000 SH   SOLE   124,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 2,407 6,200 SH   SOLE   6,200 0 0
SALESFORCE COM INC COM 79466L302 2,061 11,000 SH   SOLE   11,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 56,605 190,000 SH   SOLE   190,000 0 0
SEA LTD SPONSORED ADS 81141R100 6,971 65,000 SH   SOLE   65,000 0 0
SHIFT4 PMTS INC CL A 82452J109 532 15,000 SH   SOLE   15,000 0 0
SHOPIFY INC CL A 82509L107 3,037 3,200 SH   SOLE   3,200 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 839 27,000 SH   SOLE   27,000 0 0
SOCIAL CAP HEDSPIA HLDG CO I COM CL A G8251K107 492 44,000 SH   SOLE   44,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 620 2,400 SH   SOLE   2,400 0 0
STARBUCKS CORP COM 855244109 1,619 22,000 SH   SOLE   22,000 0 0
T-MOBILE US INC COM 872590104 124,980 1,200,000 SH   SOLE   1,200,000 0 0
T-MOBILE US INC RIGHT 07/27/2020 872590112 133 793,000 SH   SOLE   793,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,094 15,000 SH   SOLE   15,000 0 0
TRANSDIGM GROUP INC COM 893641100 1,901 4,300 SH   SOLE   4,300 0 0
TWITTER INC COM 90184L102 1,549 52,000 SH   SOLE   52,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 23,414 67,500 SH   SOLE   67,500 0 0
UBER TECHNOLOGIES INC COM 90353T100 4,817 155,000 SH   SOLE   155,000 0 0
VAPOTHERM INC COM 922107107 12,092 295,000 SH   SOLE   295,000 0 0
VEEVA SYS INC CL A COM 922475108 42,547 181,500 SH   SOLE   181,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 446,002 8,090,000 SH   SOLE   8,090,000 0 0
WASTE CONNECTIONS INC COM 94106B101 21,384 228,000 SH   SOLE   228,000 0 0
WORKDAY INC CL A 98138H101 113,915 608,000 SH   SOLE   608,000 0 0
ZENDESK INC COM 98936J101 1,328 15,000 SH   SOLE   15,000 0 0