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
ACACIA COMMUNICATIONS INC COM 00401C108 77,462 1,149,293 SH   SOLE   1,149,293 0 0
ACTIVISION BLIZZARD INC COM 00507V109 8,030 99,200 SH   SOLE   99,200 0 0
AERCAP HOLDINGS NV SHS N00985106 1,219 48,400 SH   SOLE   48,400 0 0
ALPHABET INC CAP STK CL A 02079K305 12,751 8,700 SH   SOLE   8,700 0 0
ALTERYX INC COM CL A 02156B103 6,171 54,350 SH   SOLE   54,350 0 0
AMAZON COM INC COM 023135106 11,556 3,670 SH   SOLE   3,670 0 0
ANAPLAN INC COM 03272L108 1,877 30,000 SH   SOLE   30,000 0 0
ATLASSIAN CORP PLC CL A G06242104 12,544 69,000 SH   SOLE   69,000 0 0
AUTODESK INC COM 052769106 3,303 14,300 SH   SOLE   14,300 0 0
AVALARA INC COM 05338G106 3,642 28,600 SH   SOLE   28,600 0 0
AVAYA HLDGS CORP COM 05351X101 53,580 3,525,000 SH   SOLE   3,525,000 0 0
AVIS BUDGET GROUP COM 053774105 10,396 395,000 SH Put SOLE   395,000 0 0
AXON ENTERPRISE INC COM 05464C101 8,701 95,930 SH   SOLE   95,930 0 0
BANDWIDTH INC COM CL A 05988J103 9,130 52,300 SH   SOLE   52,300 0 0
BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 3,485 1,549,100 SH   SOLE   1,549,100 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 12,451 222,100 SH   SOLE   222,100 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 3,109 85,500 SH   SOLE   85,500 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 9,557 69,600 SH   SOLE   69,600 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 7,095 68,600 SH   SOLE   68,600 0 0
DISNEY WALT CO COM DISNEY 254687106 4,517 36,400 SH   SOLE   36,400 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 51,382 1,026,620 SH   SOLE   1,026,620 0 0
ELECTRONIC ARTS INC COM 285512109 5,705 43,750 SH   SOLE   43,750 0 0
EPR PPTYS COM SH BEN INT 26884U109 3,526 128,200 SH   SOLE   128,200 0 0
FACEBOOK INC CL A 30303M102 9,114 34,800 SH   SOLE   34,800 0 0
FARFETCH LTD ORD SH CL A 30744W107 1,044 41,500 SH   SOLE   41,500 0 0
FITBIT INC CL A 33812L102 18,669 2,682,324 SH   SOLE   2,682,324 0 0
FIVE9 INC COM 338307101 15,250 117,600 SH   SOLE   117,600 0 0
GRUBHUB INC COM 400110102 14,110 195,073 SH   SOLE   195,073 0 0
HILTON GRAND VACATIONS INC COM 43283X105 14,092 671,710 SH   SOLE   671,710 0 0
IMMUNOMEDICS INC COM 452907108 68,024 800,000 SH   SOLE   800,000 0 0
INTUIT COM 461202103 1,189 3,650 SH   SOLE   3,650 0 0
KLX ENERGY SERVICS HOLDNGS I COM NEW 48253L205 1,030 248,208 SH   SOLE   248,208 0 0
MARRIOTT INTL INC NEW CL A 571903202 4,416 47,700 SH   SOLE   47,700 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 15,537 229,800 SH   SOLE   229,800 0 0
MIMECAST LTD ORD SHS G14838109 2,316 49,351 SH   SOLE   49,351 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 3,983 25,400 SH   SOLE   25,400 0 0
NAVISTAR INTL CORP NEW COM 63934E108 12,679 291,200 SH   SOLE   291,200 0 0
NEW RELIC INC COM 64829B100 8,679 154,000 SH   SOLE   154,000 0 0
NICE LTD SPONSORED ADR 653656108 15,445 68,030 SH   SOLE   68,030 0 0
NXP SEMICONDUCTORS N V COM N6596X109 35,496 284,400 SH   SOLE   284,400 0 0
PAYCOM SOFTWARE INC COM 70432V102 3,580 11,500 SH   SOLE   11,500 0 0
PAYLOCITY HLDG CORP COM 70438V106 3,713 23,000 SH   SOLE   23,000 0 0
PAYPAL HLDGS INC COM 70450Y103 8,174 41,485 SH   SOLE   41,485 0 0
PROOFPOINT INC COM 743424103 2,755 26,100 SH   SOLE   26,100 0 0
QIWI PLC SPON ADR REP B 74735M108 8,202 472,761 SH   SOLE   472,761 0 0
RINGCENTRAL INC CL A 76680R206 9,309 33,900 SH   SOLE   33,900 0 0
SABRE CORP COM 78573M104 15,644 2,403,000 SH   SOLE   2,403,000 0 0
SALESFORCE COM INC COM 79466L302 12,365 49,200 SH   SOLE   49,200 0 0
SHOPIFY INC CL A 82509L107 9,452 9,240 SH   SOLE   9,240 0 0
SIMON PPTY GROUP INC NEW COM 828806109 3,937 62,000 SH   SOLE   62,000 0 0
SQUARE INC CL A 852234103 3,389 20,850 SH   SOLE   20,850 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 8,286 50,150 SH   SOLE   50,150 0 0
TAUBMAN CTRS INC COM 876664103 17,954 539,327 SH   SOLE   539,327 0 0
TIFFANY & CO NEW COM 886547108 67,469 582,381 SH   SOLE   582,381 0 0
TWILIO INC CL A 90138F102 9,043 36,600 SH   SOLE   36,600 0 0
VARIAN MED SYS INC COM 92220P105 24,200 140,700 SH   SOLE   140,700 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 25,443 93,500 SH   SOLE   93,500 0 0
VONAGE HLDGS CORP COM 92886T201 2,636 257,700 SH   SOLE   257,700 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 12,148 728,300 SH   SOLE   728,300 0 0
WORKDAY INC CL A 98138H101 11,596 53,900 SH   SOLE   53,900 0 0
WRIGHT MED GROUP N V ORD SHS N96617118 57,889 1,895,500 SH   SOLE   1,895,500 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 15,749 33,500 SH   SOLE   33,500 0 0
ZYNGA INC CL A 98986T108 5,019 550,300 SH   SOLE   550,300 0 0