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
FIDELITY NATL INFORMATION SV COM 31620M106 4,729 43,353 SH   SOLE   43,353 0 0
EURONET WORLDWIDE INC COM 298736109 13,753 137,230 SH   SOLE   137,230 0 0
WORLDPAY INC CL A 981558109 9,497 93,777 SH   SOLE   93,777 0 0
TERADYNE INC COM 880770102 11,482 310,487 SH   SOLE   310,487 0 0
NXP SEMICONDUCTORS N V COM N6596X109 10,799 126,308 SH   SOLE   126,308 0 0
GREEN DOT CORP CL A 39304D102 11,049 124,398 SH   SOLE   124,398 0 0
BOOKING HLDGS INC COM 09857L108 9,628 4,853 SH   SOLE   4,853 0 0
NVIDIA CORP COM 67066G104 5,576 19,843 SH   SOLE   19,843 0 0
PAYPAL HLDGS INC COM 70450Y103 10,965 124,830 SH   SOLE   124,830 0 0
GLU MOBILE INC COM 379890106 7,477 1,003,594 SH   SOLE   1,003,594 0 0
RINGCENTRAL INC CL A 76680R206 9,978 107,230 SH   SOLE   107,230 0 0
ACTIVISION BLIZZARD INC COM 00507V109 14,636 175,937 SH   SOLE   175,937 0 0
BROADCOM INC COM 11135F101 11,720 47,502 SH   SOLE   47,502 0 0
IAC INTERACTIVECORP COM 44919P508 10,130 46,741 SH   SOLE   46,741 0 0
GODADDY INC CL A 380237107 13,224 158,584 SH   SOLE   158,584 0 0
DXC TECHNOLOGY CO COM 23355L106 10,667 114,058 SH   SOLE   114,058 0 0
TABLEAU SOFTWARE INC CL A 87336U105 11,458 102,538 SH   SOLE   102,538 0 0
MARKETAXESS HLDGS INC COM 57060D108 14,256 79,871 SH   SOLE   79,871 0 0
AUTODESK INC COM 052769106 16,495 105,662 SH   SOLE   105,662 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 11,170 80,948 SH   SOLE   80,948 0 0
TALEND S A ADS 874224207 12,699 182,093 SH   SOLE   182,093 0 0
LOGMEIN INC COM 54142L109 10,104 113,400 SH   SOLE   113,400 0 0
YELP INC CL A 985817105 9,606 195,253 SH   SOLE   195,253 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 12,032 713,225 SH   SOLE   713,225 0 0
ETSY INC COM 29786A106 10,750 209,228 SH   SOLE   209,228 0 0
AEROVIRONMENT INC COM 008073108 112,170 100,000 SH Put SOLE   100,000 0 0
TESLA INC COM 88160R101 7,996 30,200 SH Put SOLE   30,200 0 0