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
8X8 INC NEW COM 282914100 2,378 73,298 SH   SOLE N/A 73,298 0 0
BOOKING HOLDINGS INC COM 09857L108 82,243 35,300 SH   SOLE N/A 35,300 0 0
DIGIMARC CORP NEW COM 25381B101 1,928 65,000 SH   SOLE N/A 65,000 0 0
GLOBAL PMTS INC COM 37940X102 69,898 346,753 SH   SOLE N/A 346,753 0 0
HAVERTY FURNITURE COS INCV COM 419596101 7,137 191,900 SH   SOLE N/A 191,900 0 0
MERCADOLIBRE INC COM 58733R102 37,981 25,800 SH   SOLE N/A 25,800 0 0
PAYPAL HLDGS INC COM 70450Y103 22,900 94,300 SH   SOLE N/A 94,300 0 0
PETMED EXPRESS INC COM 716382106 8,794 250,000 SH   SOLE N/A 250,000 0 0
RINGCENTRAL INC CL A 76680R206 24,478 82,175 SH   SOLE N/A 82,175 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 45,716 902,774 SH   SOLE N/A 902,774 0 0
SNAP INC CL A 83304A106 40,672 777,810 SH   SOLE N/A 777,810 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 5,350 13,500 SH   SOLE N/A 13,500 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 35,378 1,726,600 SH   SOLE N/A 1,726,600 0 0
TRUPANION INC COM 898202106 7,621 100,000 SH   SOLE N/A 100,000 0 0
TWILIO INC CL A 90138F102 34,894 102,400 SH   SOLE N/A 102,400 0 0