The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ALTERYX INC | COM CL A | 02156B103 | 8,607 | 86,007 | SH | SOLE | 86,007 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 8,424 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 6,597 | 182,041 | SH | SOLE | 182,041 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 5,800 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 7,682 | 84,470 | SH | SOLE | 84,470 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 7,147 | 48,866 | SH | SOLE | 48,866 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 706 | 5,518 | SH | SOLE | 5,518 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 10,290 | 41,307 | SH | SOLE | 41,307 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 3,900 | 29,634 | SH | SOLE | 29,634 | 0 | 0 | ||
| NATIONAL VISION HLDGS INC | COM | 63845R107 | 4,638 | 143,029 | SH | SOLE | 143,029 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 4,164 | 41,100 | SH | SOLE | 41,100 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 6,057 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 9,141 | 122,400 | SH | SOLE | 122,400 | 0 | 0 | ||
| QUALYS INC | COM | 74758T303 | 3,497 | 41,944 | SH | SOLE | 41,944 | 0 | 0 | ||
| SHAKE SHACK INC | CL A | 819047101 | 6,280 | 105,417 | SH | SOLE | 105,417 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 6,481 | 16,300 | SH | SOLE | 16,300 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 4,805 | 144,118 | SH | SOLE | 144,118 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 7,082 | 157,666 | SH | SOLE | 157,666 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 7,093 | 47,359 | SH | SOLE | 47,359 | 0 | 0 | ||
| THE TRADE DESK INC | COM CL A | 88339J105 | 5,196 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 8,542 | 86,916 | SH | SOLE | 86,916 | 0 | 0 | ||
| ZSCALER INC | COM | 98980G102 | 5,662 | 121,764 | SH | SOLE | 121,764 | 0 | 0 | ||