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 165,057 2,775,000 SH   SOLE   2,775,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 97,240 500,000 SH   SOLE   500,000 0 0
AMAZON COM INC COM 023135106 97,486 50,000 SH   SOLE   50,000 0 0
ARISTA NETWORKS INC COM 040413106 81,020 400,000 SH   SOLE   400,000 0 0
COUPA SOFTWARE INC COM 22266L106 90,825 650,000 SH   SOLE   650,000 0 0
DROPBOX INC CL A 26210C104 108,600 6,000,000 SH   SOLE   6,000,000 0 0
ELECTRONIC ARTS INC COM 285512109 160,272 1,600,000 SH   SOLE   1,600,000 0 0
NETFLIX INC COM 64110L106 225,300 600,000 SH   SOLE   600,000 0 0
NEW YORK TIMES CO CL A 650111107 147,408 4,800,000 SH   SOLE   4,800,000 0 0
PAYPAL HLDGS INC COM 70450Y103 67,018 700,000 SH   SOLE   700,000 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 80,666 5,300,000 SH   SOLE   5,300,000 0 0
TRIPADVISOR INC COM 896945901 26,085 1,500,000 SH Call SOLE   1,500,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 118,660 4,250,000 SH   SOLE   4,250,000 0 0
UBER TECHNOLOGIES INC COM 90353T900 111,680 4,000,000 SH Call SOLE   4,000,000 0 0
VARONIS SYS INC COM 922280102 78,951 1,240,000 SH   SOLE   1,240,000 0 0
XILINX INC COM 983919101 124,704 1,600,000 SH   SOLE   1,600,000 0 0