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
ADOBE SYSTEMS INC COM 00724F101 53,065 108,200 SH   SOLE   108,200 0 0
AMAZON.COM INC COM 023135106 51,167 16,250 SH   SOLE   16,250 0 0
ATLASSIAN CORP PLC CL A G06242104 11,762 64,700 SH   SOLE   64,700 0 0
BILL COM HLDGS INC COM 090043100 221 2,200 SH   SOLE   2,200 0 0
CLOUDFLARE INC CL A COM 18915M107 4,262 103,800 SH   SOLE   103,800 0 0
COSTAR GROUP INC COM 22160N109 68,517 80,750 SH   SOLE   80,750 0 0
COUPA SOFTWARE INC COM 22266L106 87,071 317,500 SH   SOLE   317,500 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 69,328 485,250 SH   SOLE   485,250 0 0
MICROSOFT CORP COM 594918104 60,312 286,750 SH   SOLE   286,750 0 0
RINGCENTRAL INC CL A 76680R206 18,066 65,787 SH   SOLE   65,787 0 0
SERVICENOW INC COM 81762P102 52,477 108,200 SH   SOLE   108,200 0 0