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 | 7,821 | 47,607 | SH | SOLE | 47,607 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 12,619 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| CANADA GOOSE HLDGS INC | SHS SUB VTG | 135086106 | 1,196 | 51,632 | SH | SOLE | 51,632 | 0 | 0 | ||
| CARDLYTICS INC | COM | 14161W105 | 3,100 | 44,300 | SH | SOLE | 44,300 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 7,658 | 113,862 | SH | SOLE | 113,862 | 0 | 0 | ||
| CHEWY INC | CL A | 16679L109 | 4,469 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CHILDRENS PL INC | COM | 168905107 | 2,109 | 56,370 | SH | SOLE | 56,370 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 8,283 | 99,470 | SH | SOLE | 99,470 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 3,056 | 4,300 | SH | SOLE | 4,300 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 13,538 | 48,866 | SH | SOLE | 48,866 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 4,949 | 49,348 | SH | SOLE | 49,348 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 7,896 | 90,813 | SH | SOLE | 90,813 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 7,720 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 4,811 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 10,125 | 31,307 | SH | SOLE | 31,307 | 0 | 0 | ||
| LAMAR ADVERTISING CO NEW | CL A | 512816109 | 6,162 | 92,300 | SH | SOLE | 92,300 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 7,055 | 57,738 | SH | SOLE | 57,738 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 6,371 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 5,506 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 5,640 | 254,415 | SH | SOLE | 254,415 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 7,741 | 127,800 | SH | SOLE | 127,800 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 5,958 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 6,455 | 6,800 | SH | SOLE | 6,800 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 10,185 | 200,018 | SH | SOLE | 200,018 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 16,557 | 75,456 | SH | SOLE | 75,456 | 0 | 0 | ||