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 | 6,282 | 66,007 | SH | SOLE | 66,007 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 9,608 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| BOOT BARN HLDGS INC | COM | 099406100 | 2,934 | 226,936 | SH | SOLE | 226,936 | 0 | 0 | ||
| CANADA GOOSE HOLDINGS INC | SHS SUB VTG | 135086106 | 1,819 | 91,432 | SH | SOLE | 91,432 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 4,651 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 7,498 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 6,816 | 99,470 | SH | SOLE | 99,470 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 6,828 | 48,866 | SH | SOLE | 48,866 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 5,011 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 5,671 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 5,611 | 31,307 | SH | SOLE | 31,307 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 5,241 | 48,985 | SH | SOLE | 48,985 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 4,046 | 29,634 | SH | SOLE | 29,634 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 5,257 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 3,362 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 5,961 | 122,400 | SH | SOLE | 122,400 | 0 | 0 | ||
| SHAKE SHACK INC | CL A | 819047101 | 2,091 | 55,417 | SH | SOLE | 55,417 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 2,919 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 3,534 | 219,789 | SH | SOLE | 219,789 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 6,545 | 157,666 | SH | SOLE | 157,666 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 7,152 | 79,916 | SH | SOLE | 79,916 | 0 | 0 | ||
| ZSCALER INC | COM | 98980G102 | 7,411 | 121,764 | SH | SOLE | 121,764 | 0 | 0 | ||