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
BOX INC CL A 10316T104 7,229 374,200 SH   SOLE   374,200 0 0
COUPA SOFTWARE INC COM 22266L106 3,061 98,289 SH   SOLE   98,289 0 0
SALESFORCE COM INC COM 79466L302 7,546 80,779 SH   SOLE   80,779 0 0
CRITEO S A SPONS ADS 226718104 1,660 40,000 SH Put SOLE   40,000 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 5,272 129,824 SH   SOLE   129,824 0 0
DISH NETWORK CORP CL A 25470M109 2,169 40,000 SH Call SOLE   40,000 0 0
DISH NETWORK CORP CL A 25470M109 11,867 218,840 SH   SOLE   218,840 0 0
DST SYS INC DEL COM 233326107 14,478 263,829 SH   SOLE   263,829 0 0
DXC TECHNOLOGY CO COM 23355L106 9,303 108,328 SH   SOLE   108,328 0 0
EURONET WORLDWIDE INC COM 298736109 7,554 79,693 SH   SOLE   79,693 0 0
8X8 INC NEW COM 282914100 8,518 630,988 SH   SOLE   630,988 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 4,888 52,349 SH   SOLE   52,349 0 0
FITBIT INC CL A 33812L102 6,834 981,910 SH   SOLE   981,910 0 0
GODADDY INC CL A 380237107 13,392 307,797 SH   SOLE   307,797 0 0
GREEN DOT CORP CL A 39304D102 3,413 68,842 SH   SOLE   68,842 0 0
HEALTHEQUITY INC COM 42226A107 5,198 102,780 SH   SOLE   102,780 0 0
MICROSEMI CORP COM 595137100 11,953 232,205 SH   SOLE   232,205 0 0
MATCH GROUP INC COM 57665R106 8,181 352,820 SH   SOLE   352,820 0 0
PTC INC COM 69370C100 2,814 50,000 SH Put SOLE   50,000 0 0
PAYPAL HLDGS INC COM 70450Y103 3,558 55,575 SH   SOLE   55,575 0 0
RINGCENTRAL INC CL A 76680R206 5,613 134,465 SH   SOLE   134,465 0 0
TRUECAR INC COM 89785L107 10,813 684,810 SH   SOLE   684,810 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 7,780 495,600 SH   SOLE   495,600 0 0
VANTIV INC CL A 92210H105 5,580 79,193 SH   SOLE   79,193 0 0
WAGEWORKS INC COM 930427109 7,994 131,710 SH   SOLE   131,710 0 0
WESTERN DIGITAL CORP COM 958102105 11,647 134,811 SH   SOLE   134,811 0 0
YELP INC CL A 985817105 4,073 94,071 SH   SOLE   94,071 0 0