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 25,925 933,901 SH   SOLE N/A 933,901 0 0
AMAZON COM INC COM 023135106 38,530 11,200 SH   SOLE N/A 11,200 0 0
APPLOVIN CORP COM CL A 03831W108 35,239 468,789 SH   SOLE N/A 468,789 0 0
BOOKING HOLDINGS INC COM 09857L108 55,796 25,500 SH   SOLE N/A 25,500 0 0
DIGIMARC CORP NEW COM 25381B101 7,353 219,492 SH   SOLE N/A 219,492 0 0
FACEBOOK INC CL A 30303M102 61,962 178,200 SH   SOLE N/A 178,200 0 0
HAVERTY FURNITURE COS INC COM 419596101 5,305 124,054 SH   SOLE N/A 124,054 0 0
MERCADOLIBRE INC COM 58733R102 40,347 25,900 SH   SOLE N/A 25,900 0 0
PAYPAL HLDGS INC COM 70450Y103 28,332 97,200 SH   SOLE N/A 97,200 0 0
PETMED EXPRESS INC COM 716382106 7,963 250,000 SH   SOLE N/A 250,000 0 0
RINGCENTRAL INC CL A 76680R206 23,501 80,875 SH   SOLE N/A 80,875 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 42,527 832,728 SH   SOLE N/A 832,728 0 0
SENTINELONE INC CL A 81730H109 1,063 25,000 SH   SOLE N/A 25,000 0 0
SERVICENOW INC COM 81762P102 24,565 44,700 SH   SOLE N/A 44,700 0 0
SNAP INC CL A 83304A106 53,116 779,510 SH   SOLE N/A 779,510 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 6,250 14,600 SH   SOLE N/A 14,600 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 35,387 2,286,000 SH   SOLE N/A 2,286,000 0 0
TRUPANION INC COM 898202106 11,510 100,000 SH   SOLE N/A 100,000 0 0
TWILIO INC CL A 90138F102 58,927 149,500 SH   SOLE N/A 149,500 0 0