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
ACACIA RESH CORP ACACIA TCH COM 003881307 3,445 518,000 SH   SOLE   518,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 21,344 44,900 SH   SOLE   44,900 0 0
ALPHABET INC CAP STK CL C 02079K107 269,956 130,500 SH   SOLE   130,500 0 0
ALPHABET INC CAP STK CL A 02079K305 814,695 395,000 SH   SOLE   395,000 0 0
ALPHABET INC CALL 02079K305 109,520 53,100 SH Call SOLE   53,100 0 0
AMAZON COM INC COM 023135106 888,001 287,000 SH   SOLE   287,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 53,071 222,000 SH   SOLE   222,000 0 0
ANSYS INC COM 03662Q105 4,550 13,400 SH   SOLE   13,400 0 0
ARYA SCIENCES ACQU CORP IV CL A G31659108 675 64,500 SH   SOLE   64,500 0 0
ARYA SCIENCES ACQUISITION CO COM CL A G3166W106 345 25,000 SH   SOLE   25,000 0 0
ATLASSIAN CORP PLC CL A G06242104 7,608 36,100 SH   SOLE   36,100 0 0
AUTODESK INC COM 052769106 26,468 95,500 SH   SOLE   95,500 0 0
AXON ENTERPRISE INC COM 05464C101 13,103 92,000 SH   SOLE   92,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 10,274 75,000 SH   SOLE   75,000 0 0
CANADIAN NATL RY CO COM 136375102 20,760 179,000 SH   SOLE   179,000 0 0
CANADIAN PAC RY LTD COM 13645T100 21,999 58,000 SH   SOLE   58,000 0 0
CARDLYTICS INC COM 14161W105 241 2,200 SH   SOLE   2,200 0 0
COSTCO WHSL CORP NEW COM 22160K105 3,877 11,000 SH   SOLE   11,000 0 0
COUPA SOFTWARE INC COM 22266L106 8,092 31,800 SH   SOLE   31,800 0 0
DANAHER CORPORATION COM 235851102 46,366 206,000 SH   SOLE   206,000 0 0
DOCUSIGN INC COM 256163106 2,227 11,000 SH   SOLE   11,000 0 0
DRAGONEER GROWTH OPPORTUN CO COM CL A G28302100 568 56,000 SH   SOLE   56,000 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 1,223 27,100 SH   SOLE   27,100 0 0
FACEBOOK INC CL A 30303M102 46,830 159,000 SH   SOLE   159,000 0 0
FACEBOOK INC CALL 30303M102 16,317 55,400 SH Call SOLE   55,400 0 0
FATE THERAPEUTICS INC COM 31189P102 726 8,800 SH   SOLE   8,800 0 0
FIRSTSERVICE CORP NEW COM 33767E202 2,356 15,900 SH   SOLE   15,900 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 61,994 610,000 SH   SOLE   610,000 0 0
HEALTH CATALYST INC COM 42225T107 253 5,400 SH   SOLE   5,400 0 0
HUBSPOT INC COM 443573100 3,316 7,300 SH   SOLE   7,300 0 0
JD.COM INC SPON ADR CL A 47215P106 46,213 548,000 SH   SOLE   548,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 4,593 12,900 SH   SOLE   12,900 0 0
MICROSOFT CORP COM 594918104 1,359,921 5,768,000 SH   SOLE   5,768,000 0 0
MIRATI THERAPEUTICS INC COM 60468T105 754 4,400 SH   SOLE   4,400 0 0
NETFLIX INC COM 64110L106 170,113 326,100 SH   SOLE   326,100 0 0
NETFLIX INC CALL 64110L106 32,969 63,200 SH Call SOLE   63,200 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 576 13,200 SH   SOLE   13,200 0 0
PAYPAL HLDGS INC COM 70450Y103 28,655 118,000 SH   SOLE   118,000 0 0
PLBY GROUP INC COM 72814P109 215 11,000 SH   SOLE   11,000 0 0
PRIMO WATER CORPORATION COM 74167P108 1,398 86,000 SH   SOLE   86,000 0 0
PROCTER AND GAMBLE CO COM 742718109 2,478 18,300 SH   SOLE   18,300 0 0
RENALYTIX AI PLC ADS 75973T101 565 22,000 SH   SOLE   22,000 0 0
REPUBLIC SVCS INC COM 760759100 64,279 647,000 SH   SOLE   647,000 0 0
REYNOLDS CONSUMER PRODS INC COM 76171L106 9,321 313,000 SH   SOLE   313,000 0 0
SALESFORCE COM INC COM 79466L302 32,204 152,000 SH   SOLE   152,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 101,306 365,000 SH   SOLE   365,000 0 0
SEA LTD SPONSORD ADS 81141R100 31,252 140,000 SH   SOLE   140,000 0 0
SERVICENOW INC COM 81762P102 2,751 5,500 SH   SOLE   5,500 0 0
SHOPIFY INC CL A 82509L107 1,925 1,740 SH   SOLE   1,740 0 0
SYNOPSYS INC COM 871607107 6,418 25,900 SH   SOLE   25,900 0 0
T-MOBILE US INC COM 872590104 6,828 54,500 SH   SOLE   54,500 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 902 44,000 SH   SOLE   44,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,552 3,400 SH   SOLE   3,400 0 0
TRANSDIGM GROUP INC COM 893641100 1,940 3,300 SH   SOLE   3,300 0 0
TYLER TECHNOLOGIES INC COM 902252105 129,142 304,200 SH   SOLE   304,200 0 0
UNION PAC CORP COM 907818108 77,474 351,500 SH   SOLE   351,500 0 0
VEEVA SYS INC CL A COM 922475108 53,162 203,500 SH   SOLE   203,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 37,798 650,000 SH   SOLE   650,000 0 0
VISA INC COM CL A 92826C839 10,481 49,500 SH   SOLE   49,500 0 0
WASTE CONNECTIONS INC COM 94106B101 59,173 548,000 SH   SOLE   548,000 0 0
WORKDAY INC CL A 98138H101 325,940 1,312,000 SH   SOLE   1,312,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 3,163 24,400 SH   SOLE   24,400 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 108,596 338,000 SH   SOLE   338,000 0 0