The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ALARM COM HOLDINGS INC | COM | 011642105 | 6,750 | 104,000 | SH | SOLE | 104,000 | 0 | 0 | ||
| ALTERYX INC | COM CL A | 02156B103 | 16,103 | 192,000 | SH | SOLE | 192,000 | 0 | 0 | ||
| ANGI HOMESERVICES INC | COM CL A | 00183L102 | 8,415 | 545,000 | SH | SOLE | 545,000 | 0 | 0 | ||
| APPIAN CORP | CL A | 03782L101 | 7,575 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| AT HOME GROUP INC | COM | 04650Y100 | 11,163 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
| AVALARA INC | COM | 05338G106 | 8,647 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| FIRST DATA CORP | COM CL A | 32008D106 | 17,470 | 665,000 | SH | SOLE | 665,000 | 0 | 0 | ||
| FRONTDOOR INC | COM | 35905A109 | 28,224 | 820,000 | SH | SOLE | 820,000 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 51,195 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 45,114 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| LPL FINANCIAL HOLDINGS INC | COM | 50212V100 | 22,845 | 328,000 | SH | SOLE | 328,000 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 11,045 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 25,770 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| PLURALSIGHT INC | COM CL A | 72941B106 | 25,773 | 812,000 | SH | SOLE | 812,000 | 0 | 0 | ||
| RESIDEO TECHNOLOGIES INC | COM | 76118Y104 | 16,975 | 880,000 | SH | SOLE | 880,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 4,930 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 7,342 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| STONECO LTD | COM CL A | G85158106 | 5,550 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 17,310 | 136,000 | SH | SOLE | 136,000 | 0 | 0 | ||
| TABULA RASA HEALTHCARE INC | COM | 873379101 | 5,642 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TELADOC HEALTH INC | COM | 87918A105 | 10,675 | 192,000 | SH | SOLE | 192,000 | 0 | 0 | ||
| WORLDPAY INC | CL A | 981558109 | 30,078 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||