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 SYSTEMS INCORPORATED COM 00724F101 11,819 24,100 SH   SOLE   24,100 0 0
ALPHABET INC CAP STK CL A 02079K305 348,813 238,000 SH   SOLE   238,000 0 0
ALPHABET INC CAP STK CL C 02079K107 271,141 184,500 SH   SOLE   184,500 0 0
ALPHABET INC CALL 02079K107 79,582 54,300 SH Call SOLE   54,300 0 0
AMAZON COM INC COM 023135106 259,770 82,500 SH   SOLE   82,500 0 0
AMAZON COM INC CALL 023135106 6,297 2,000 SH Call SOLE   2,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 25,986 107,500 SH   SOLE   107,500 0 0
ANAPLAN INC COM 03272L108 1,439 23,000 SH   SOLE   23,000 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 1,288 116,000 SH   SOLE   116,000 0 0
ANSYS INC COM 03662Q105 1,898 5,800 SH   SOLE   5,800 0 0
APPFOLIO INC COM CL A 03783C100 411 2,900 SH   SOLE   2,900 0 0
ARYA SCIENCES ACQUISITION CO COM CL A G3166W106 271 25,000 SH   SOLE   25,000 0 0
AT&T INC COM 00206R102 35,523 1,246,000 SH   SOLE   1,246,000 0 0
ATLASSIAN CORP PLC CL A G06242104 40,630 223,500 SH   SOLE   223,500 0 0
ATLASSIAN CORP PLC CALL G06242104 2,654 14,600 SH Call SOLE   14,600 0 0
AUTODESK INC COM 052769106 30,955 134,000 SH   SOLE   134,000 0 0
AXON ENTERPRISE INC COM 05464C101 13,197 145,500 SH   SOLE   145,500 0 0
BALCHEM CORP COM 057665200 635 6,500 SH   SOLE   6,500 0 0
BLACK KNIGHT INC COM 09215C105 609 7,000 SH   SOLE   7,000 0 0
BOEING CO COM 097023105 7,932 48,000 SH   SOLE   48,000 0 0
BOOKING HOLDINGS INC COM 09857L108 21,212 12,400 SH   SOLE   12,400 0 0
CANNAE HLDGS INC COM 13765N107 671 18,000 SH   SOLE   18,000 0 0
CARVANA CO CL A 146869102 1,026 4,600 SH   SOLE   4,600 0 0
CME GROUP INC COM 12572Q105 3,756 22,450 SH   SOLE   22,450 0 0
COSTAR GROUP INC COM 22160N109 9,164 10,800 SH   SOLE   10,800 0 0
COUPA SOFTWARE INC COM 22266L106 9,050 33,000 SH   SOLE   33,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 32,634 196,000 SH   SOLE   196,000 0 0
DANAHER CORPORATION COM 235851102 43,497 202,000 SH   SOLE   202,000 0 0
DATADOG INC CL A COM 23804L103 695 6,800 SH   SOLE   6,800 0 0
DISNEY WALT CO COM DISNEY 254687106 26,925 217,000 SH   SOLE   217,000 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 5,452 120,000 SH   SOLE   120,000 0 0
FACEBOOK INC CL A 30303M102 370,850 1,416,000 SH   SOLE   1,416,000 0 0
FACEBOOK INC CALL 30303M102 14,824 56,600 SH Call SOLE   56,600 0 0
FARFETCH LTD ORD SH CL A 30744W107 906 36,000 SH   SOLE   36,000 0 0
FIRSTSERVICE CORP NEW COM 33767E202 1,213 9,200 SH   SOLE   9,200 0 0
GENERAL ELECTRIC CO COM 369604103 1,371 220,000 SH   SOLE   220,000 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 95,094 912,000 SH   SOLE   912,000 0 0
ILLUMINA INC COM 452327109 2,318 7,500 SH   SOLE   7,500 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 3,652 36,500 SH   SOLE   36,500 0 0
JD.COM INC SPON ADR CL A 47215P106 9,546 123,000 SH   SOLE   123,000 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 20,766 138,000 SH   SOLE   138,000 0 0
MERCADOLIBRE INC COM 58733R102 16,454 15,200 SH   SOLE   15,200 0 0
MICROSOFT CORP COM 594918104 770,228 3,662,000 SH   SOLE   3,662,000 0 0
NCINO INC COM 63947U107 6,135 77,000 SH   SOLE   77,000 0 0
NETFLIX INC COM 64110L106 109,757 219,500 SH   SOLE   219,500 0 0
NETFLIX INC CALL 64110L106 34,702 69,400 SH Call SOLE   69,400 0 0
NEW YORK TIMES CO CL A 650111107 984 23,000 SH   SOLE   23,000 0 0
PAYPAL HLDGS INC COM 70450Y103 2,286 11,600 SH   SOLE   11,600 0 0
REPUBLIC SVCS INC COM 760759100 36,313 389,000 SH   SOLE   389,000 0 0
REYNOLDS CONSUMER PRODS INC COM 76171L106 5,665 185,000 SH   SOLE   185,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 2,766 7,000 SH   SOLE   7,000 0 0
SALESFORCE COM INC COM 79466L302 5,906 23,500 SH   SOLE   23,500 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 67,995 213,500 SH   SOLE   213,500 0 0
SEA LTD SPONSORD ADS 81141R100 14,403 93,500 SH   SOLE   93,500 0 0
SHIFT4 PMTS INC CL A 82452J109 629 13,000 SH   SOLE   13,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 6,186 25,500 SH   SOLE   25,500 0 0
SUN CMNTYS INC COM 866674104 478 3,400 SH   SOLE   3,400 0 0
T-MOBILE US INC COM 872590104 100,179 876,000 SH   SOLE   876,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 6,486 80,000 SH   SOLE   80,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,148 2,600 SH   SOLE   2,600 0 0
TRANSDIGM GROUP INC COM 893641100 2,186 4,600 SH   SOLE   4,600 0 0
TWITTER INC COM 90184L102 2,270 51,000 SH   SOLE   51,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 116,768 335,000 SH   SOLE   335,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 86,020 2,358,000 SH   SOLE   2,358,000 0 0
UNITY SOFTWARE INC COM 91332U101 297 3,400 SH   SOLE   3,400 0 0
VAPOTHERM INC COM 922107107 696 24,000 SH   SOLE   24,000 0 0
VEEVA SYS INC CL A COM 922475108 46,115 164,000 SH   SOLE   164,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 365,269 6,140,000 SH   SOLE   6,140,000 0 0
WASTE CONNECTIONS INC COM 94106B101 35,707 344,000 SH   SOLE   344,000 0 0
WORKDAY INC CL A 98138H101 218,572 1,016,000 SH   SOLE   1,016,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 467 4,600 SH   SOLE   4,600 0 0