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 21,844 933,901 SH   SOLE N/A 933,901 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 47,865 323,300 SH   SOLE N/A 323,300 0 0
AMAZON COM INC COM 023135106 56,831 17,300 SH   SOLE N/A 17,300 0 0
BOOKING HOLDINGS INC COM 09857L108 72,403 30,500 SH   SOLE N/A 30,500 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 33,205 135,100 SH   SOLE N/A 135,100 0 0
DIGIMARC CORP NEW COM 25381B101 7,559 219,492 SH   SOLE N/A 219,492 0 0
FACEBOOK INC CL A 30303M102 54,811 161,500 SH   SOLE N/A 161,500 0 0
OKTA INC CL A 679295105 33,441 140,900 SH   SOLE N/A 140,900 0 0
PETMED EXPRESS INC COM 716382106 6,718 250,000 SH   SOLE N/A 250,000 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 44,577 1,039,582 SH   SOLE N/A 1,039,582 0 0
SERVICENOW INC COM 81762P102 33,354 53,600 SH   SOLE N/A 53,600 0 0
SNAP INC CL A 83304A106 51,739 700,410 SH   SOLE N/A 700,410 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 9,012 21,000 SH   SOLE N/A 21,000 0 0
SQUARE INC CL A 852234103 41,804 174,300 SH   SOLE N/A 174,300 0 0
TRUPANION INC COM 898202106 7,767 100,000 SH   SOLE N/A 100,000 0 0
TWILIO INC CL A 90138F102 60,715 190,300 SH   SOLE N/A 190,300 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 37,451 424,900 SH   SOLE N/A 424,900 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 35,303 135,000 SH   SOLE N/A 135,000 0 0