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 52,688 105,350 SH   SOLE   105,350 0 0
AMAZON.COM INC COM 023135106 49,180 15,100 SH   SOLE   15,100 0 0
ATLASSIAN CORP PLC CL A G06242104 4,046 17,300 SH   SOLE   17,300 0 0
AVALARA INC COM 05338G106 3,887 23,575 SH   SOLE   23,575 0 0
BILL COM HLDGS INC COM 090043100 9,855 72,200 SH   SOLE   72,200 0 0
CARVANA CO CL A 146869102 8,384 35,000 SH   SOLE   35,000 0 0
CLOUDFLARE INC CL A COM 18915M107 18,526 243,800 SH   SOLE   243,800 0 0
COSTAR GROUP INC COM 22160N109 64,700 70,000 SH   SOLE   70,000 0 0
COUPA SOFTWARE INC COM 22266L106 88,028 259,738 SH   SOLE   259,738 0 0
DATADOG INC CL A COM 23804L103 3,618 36,750 SH   SOLE   36,750 0 0
ELASTIC N V ORD SHS N14506104 4,939 33,800 SH   SOLE   33,800 0 0
FIVE9 INC COM 338307101 4,561 26,150 SH   SOLE   26,150 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 53,846 340,000 SH   SOLE   340,000 0 0
MICROSOFT CORP COM 594918104 58,941 265,000 SH   SOLE   265,000 0 0
MONGODB INC CL A 60937P106 9,748 27,150 SH   SOLE   27,150 0 0
RINGCENTRAL INC CL A CL A 76680R206 4,472 11,800 SH   SOLE   11,800 0 0
ROKU INC COM CL A 77543R102 9,463 28,500 SH   SOLE   28,500 0 0
SEA LTD SPONSORD ADS 81141R100 20,900 105,000 SH   SOLE   105,000 0 0
SERVICENOW INC COM 81762P102 66,239 120,340 SH   SOLE   120,340 0 0
SHIFT4 PMTS INC CL A 82452J109 18,850 250,000 SH   SOLE   250,000 0 0