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
ACTIVISION BLIZZARD INC COM 00507V109 6,733 87,000 SH   SOLE   87,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 21,877 38,000 SH   SOLE   38,000 0 0
ALPHABET INC CAP STK CL A 02079K305 834,138 312,000 SH   SOLE   312,000 0 0
ALPHABET INC CAP STK CL C 02079K107 230,549 86,500 SH   SOLE   86,500 0 0
ALTRIA GROUP INC COM 02209S103 57,287 1,258,500 SH   SOLE   1,258,500 0 0
AMAZON COM INC COM 023135106 1,617,882 492,500 SH   SOLE   492,500 0 0
ANSYS INC COM 03662Q105 7,422 21,800 SH   SOLE   21,800 0 0
APPFOLIO INC COM CL A 03783C100 1,577 13,100 SH   SOLE   13,100 0 0
APPLE INC COM 037833100 22,852 161,500 SH   SOLE   161,500 0 0
ATLASSIAN CORP PLC CL A G06242104 15,657 40,000 SH   SOLE   40,000 0 0
AUTODESK INC COM 052769106 18,964 66,500 SH   SOLE   66,500 0 0
AVID TECHNOLOGY INC COM 05367P100 9,294 321,379 SH   SOLE   321,379 0 0
AXON ENTERPRISE INC COM 05464C101 1,505 8,600 SH   SOLE   8,600 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 70,560 2,000,000 SH   SOLE   2,000,000 0 0
CANADIAN PAC RY LTD COM 13645T100 37,025 569,000 SH   SOLE   569,000 0 0
CARVANA CO CL A 146869102 3,287 10,900 SH   SOLE   10,900 0 0
COSTAR GROUP INC COM 22160N109 1,489 17,300 SH   SOLE   17,300 0 0
COUPA SOFTWARE INC COM 22266L106 3,573 16,300 SH   SOLE   16,300 0 0
COUPANG INC CL A 22266T109 1,211 43,500 SH   SOLE   43,500 0 0
DANAHER CORPORATION COM 235851102 48,254 158,500 SH   SOLE   158,500 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 7,189 162,500 SH   SOLE   162,500 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 370 22,000 SH   SOLE   22,000 0 0
FACEBOOK INC CL A 30303M102 21,891 64,500 SH   SOLE   64,500 0 0
FIVE9 INC COM 338307101 24,280 152,000 SH   SOLE   152,000 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 247,012 2,078,000 SH   SOLE   2,078,000 0 0
INSTRUCTURE HLDGS INC COM 457790103 58,011 2,568,000 SH   SOLE   2,568,000 0 0
KHOSLA VENTURES ACQUSTN CO I COM CL A 482505104 555 54,500 SH   SOLE   54,500 0 0
LOCKHEED MARTIN CORP COM 539830109 44,863 130,000 SH   SOLE   130,000 0 0
MICROSOFT CORP COM 594918104 1,584,390 5,620,000 SH   SOLE   5,620,000 0 0
MOODYS CORP COM 615369105 6,179 17,400 SH   SOLE   17,400 0 0
NAUTILUS BIOTECHNOLOGY INC COM 63909J108 279 45,500 SH   SOLE   45,500 0 0
NCR CORP NEW COM 62886E108 3,372 87,000 SH   SOLE   87,000 0 0
NETFLIX INC COM 64110L106 3,967 6,500 SH   SOLE   6,500 0 0
OKTA INC CL A 679295105 6,266 26,400 SH   SOLE   26,400 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 13,580 152,000 SH   SOLE   152,000 0 0
REINVENT TECHNOLOGY PARTNERS CLASS A ORD SHS G7484L106 9,136 920,000 SH   SOLE   920,000 0 0
REPUBLIC SVCS INC COM 760759100 61,231 510,000 SH   SOLE   510,000 0 0
REYNOLDS CONSUMER PRODS INC COM 76171L106 2,481 90,730 SH   SOLE   90,730 0 0
S&P GLOBAL INC COM 78409V104 4,631 10,900 SH   SOLE   10,900 0 0
SALESFORCE COM INC COM 79466L302 14,510 53,500 SH   SOLE   53,500 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 1,421 4,300 SH   SOLE   4,300 0 0
SEA LTD SPONSORD ADS 81141R100 29,961 94,000 SH   SOLE   94,000 0 0
SERA PROGNOSTICS INC CLASS A COM 81749D107 3,955 356,000 SH   SOLE   356,000 0 0
SERVICENOW INC COM 81762P102 3,391 5,450 SH   SOLE   5,450 0 0
SHOPIFY INC CL A 82509L107 45,419 33,500 SH   SOLE   33,500 0 0
SMITH & WESSON BRANDS INC COM 831754106 2,034 98,000 SH   SOLE   98,000 0 0
T-MOBILE US INC COM 872590104 6,963 54,500 SH   SOLE   54,500 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 5,084 33,000 SH   SOLE   33,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 11,598 20,300 SH   SOLE   20,300 0 0
TRANSDIGM GROUP INC COM 893641100 2,686 4,300 SH   SOLE   4,300 0 0
TYLER TECHNOLOGIES INC COM 902252105 60,771 132,500 SH   SOLE   132,500 0 0
UNITED PARCEL SERVICE INC CL B 911312106 12,747 70,000 SH   SOLE   70,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 17,896 45,800 SH   SOLE   45,800 0 0
VEEVA SYS INC CL A COM 922475108 50,142 174,000 SH   SOLE   174,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 282,364 5,228,000 SH   SOLE   5,228,000 0 0
WABTEC COM 929740108 1,129 13,100 SH   SOLE   13,100 0 0
WASTE CONNECTIONS INC COM 94106B101 46,846 372,000 SH   SOLE   372,000 0 0
WORKDAY INC CL A 98138H101 208,408 834,000 SH   SOLE   834,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 5,288 60,000 SH   SOLE   60,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 29,419 112,500 SH   SOLE   112,500 0 0