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
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 6,058 207,192 SH   SOLE   207,192 0 0
ATLASSIAN CORP PLC CL A G06242104 10,114 47,990 SH   SOLE   47,990 0 0
CARDLYTICS INC COM 14161W105 9,886 90,117 SH   SOLE   90,117 0 0
CHEGG INC COM 163092109 20,840 243,285 SH   SOLE   243,285 0 0
CHEWY INC CL A 16679L109 6,206 73,265 SH   SOLE   73,265 0 0
CLOUDFLARE INC CL A COM 18915M107 8,298 118,100 SH   SOLE   118,100 0 0
COSTAR GROUP INC COM 22160N109 10,479 12,750 SH   SOLE   12,750 0 0
COUPA SOFTWARE INC COM 22266L106 10,714 42,100 SH   SOLE   42,100 0 0
DATADOG INC CL A COM 23804L103 12,554 150,633 SH   SOLE   150,633 0 0
FACEBOOK INC CL A 30303M102 11,319 38,430 SH   SOLE   38,430 0 0
GANNETT CO INC COM 36472T109 531 98,662 SH   SOLE   98,662 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 9,680 66,691 SH   SOLE   66,691 0 0
NETFLIX INC COM 64110L106 10,240 19,630 SH   SOLE   19,630 0 0
NOODLES & CO COM CL A 65540B105 1,862 179,883 SH   SOLE   179,883 0 0
OKTA INC CL A 679295105 14,913 67,653 SH   SOLE   67,653 0 0
PAYPAL HLDGS INC COM 70450Y103 10,615 43,710 SH   SOLE   43,710 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 13,981 124,344 SH   SOLE   124,344 0 0
PHREESIA INC COM 71944F106 6,071 116,533 SH   SOLE   116,533 0 0
PINTEREST INC CL A 72352L106 16,073 217,111 SH   SOLE   217,111 0 0
RH COM 74967X103 19,292 32,336 SH   SOLE   32,336 0 0
SEA LTD SPONSORD ADS 81141R100 14,061 62,990 SH   SOLE   62,990 0 0
SHOPIFY INC CL A 82509L107 11,231 10,150 SH   SOLE   10,150 0 0
SNOWFLAKE INC CL A 833445109 9,034 39,400 SH   SOLE   39,400 0 0
SONOS INC COM 83570H108 17,999 480,353 SH   SOLE   480,353 0 0
SPROUT SOCIAL INC COM CL A 85209W109 6,900 119,460 SH   SOLE   119,460 0 0
T-MOBILE US INC COM 872590104 7,693 61,400 SH   SOLE   61,400 0 0
TWILIO INC CL A 90138F102 22,566 66,222 SH   SOLE   66,222 0 0
UBER TECHNOLOGIES INC COM 90353T100 6,216 114,029 SH   SOLE   114,029 0 0
ZYNGA INC CL A 98986T108 6,132 600,621 SH   SOLE   600,621 0 0