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
STONECO LTD COM CL A G85158106 47,954 715,093 SH   SOLE   715,093 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 42,598 245,298 SH   SOLE   245,298 0 0
ALPHABET INC CAP STK CL A 02079K305 37,252 15,256 SH   SOLE   15,256 0 0
SEA LTD SPONSORD ADS 81141R100 35,357 128,758 SH   SOLE   128,758 0 0
MICROSOFT CORP COM 594918104 33,750 124,585 SH   SOLE   124,585 0 0
REPAY HLDGS CORP COM CL A 76029L100 32,406 1,347,990 SH   SOLE   1,347,990 0 0
AMAZON COM INC COM 023135106 31,158 9,057 SH   SOLE   9,057 0 0
ELASTIC N V ORD SHS N14506104 26,916 184,660 SH   SOLE   184,660 0 0
DYNATRACE INC COM NEW 268150109 26,855 459,697 SH   SOLE   459,697 0 0
SERVICENOW INC COM 81762P102 25,978 47,271 SH   SOLE   47,271 0 0
PAYCOM SOFTWARE INC COM 70432V102 23,788 65,448 SH   SOLE   65,488 0 0
MASTERCARD INCORPORATED CL A 57636Q104 21,905 60,000 SH   SOLE   60,000 0 0
FARFETCH LTD ORD SH CL A 30744W107 12,782 253,811 SH   SOLE   253,811 0 0
PAYMENTUS HOLDINGS INC COM CL A 70439P108 7,100 200,000 SH   SOLE   200,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 2,484 20,030 SH   SOLE   20,030 0 0