The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| COHERENT INC | COM | 192479103 | 5,605 | 35,834 | SH | SOLE | 35,834 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 9,511 | 89,697 | SH | SOLE | 89,697 | 0 | 0 | ||
| EURONET WORLDWIDE INC | COM | 298736109 | 14,942 | 178,371 | SH | SOLE | 178,371 | 0 | 0 | ||
| WORLDPAY INC | CL A | 981558109 | 11,541 | 141,119 | SH | SOLE | 141,119 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 4,106 | 82,730 | SH | SOLE | 82,730 | 0 | 0 | ||
| TERADYNE INC | COM | 880770102 | 5,547 | 145,696 | SH | SOLE | 145,696 | 0 | 0 | ||
| GREEN DOT CORP | CL A | 39304D102 | 5,635 | 76,788 | SH | SOLE | 76,788 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 5,050 | 21,319 | SH | SOLE | 21,319 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 7,888 | 106,465 | SH | SOLE | 106,465 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 6,298 | 3,107 | SH | SOLE | 3,107 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 2,047 | 29,093 | SH | SOLE | 29,093 | 0 | 0 | ||
| GLU MOBILE INC | COM | 379890106 | 7,373 | 1,150,273 | SH | SOLE | 1,150,273 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 9,916 | 119,080 | SH | SOLE | 119,080 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 6,531 | 85,568 | SH | SOLE | 85,568 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 5,797 | 38,014 | SH | SOLE | 38,014 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 8,501 | 120,408 | SH | SOLE | 120,408 | 0 | 0 | ||
| MICROCHIP TECHNOLOGY INC | COM | 595017104 | 2,528 | 27,800 | SH | SOLE | 27,800 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 8,335 | 103,393 | SH | SOLE | 103,393 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 12,566 | 128,555 | SH | SOLE | 128,555 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 11,209 | 85,506 | SH | SOLE | 85,506 | 0 | 0 | ||
| MARKETAXESS HLDGS INC | COM | 57060D108 | 11,772 | 59,497 | SH | SOLE | 59,497 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 5,756 | 48,633 | SH | SOLE | 48,633 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 9,902 | 158,999 | SH | SOLE | 158,999 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 8,672 | 221,334 | SH | SOLE | 221,334 | 0 | 0 | ||
| TRAVELPORT WORLDWIDE LTD | SHS | G9019D104 | 10,995 | 593,027 | SH | SOLE | 593,027 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 9,169 | 6,117 | SH | Put | SOLE | 6,117 | 0 | 0 | |