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 176,468 2,325,000 SH   SOLE   2,325,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 149,912 695,000 SH   SOLE   695,000 0 0
AMAZON COM INC COM 023135106 193,117 70,000 SH   SOLE   70,000 0 0
COUPA SOFTWARE INC COM 22266L106 166,224 600,000 SH   SOLE   600,000 0 0
DROPBOX INC CL A 26210C104 136,607 6,275,000 SH   SOLE   6,275,000 0 0
ELECTRONIC ARTS INC COM 285512109 184,870 1,400,000 SH   SOLE   1,400,000 0 0
NETFLIX INC COM 64110L106 273,024 600,000 SH   SOLE   600,000 0 0
NEW YORK TIMES CO CL A 650111107 189,135 4,500,000 SH   SOLE   4,500,000 0 0
PAYPAL HLDGS INC COM 70450Y103 130,673 750,000 SH   SOLE   750,000 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 140,291 5,300,000 SH   SOLE   5,300,000 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 107,680 8,000,000 SH   SOLE   8,000,000 0 0
TRIPADVISOR INC COM 896945201 66,535 3,500,000 SH Call SOLE   3,500,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 139,860 4,500,000 SH   SOLE   4,500,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 124,320 4,000,000 SH Call SOLE   4,000,000 0 0
VARONIS SYS INC COM 922280102 115,024 1,300,000 SH   SOLE   1,300,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 73,750 2,500,000 SH   SOLE   2,500,000 0 0
XILINX INC COM 983919101 196,780 2,000,000 SH   SOLE   2,000,000 0 0