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
ACTIVISION BLIZZARD INC COM 00507V109 55,509 597,837 SH   SOLE   597,837 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 30,919 61,823 SH   SOLE   61,823 0 0
ALPHABET INC CAP STK CL A 02079K305 50,467 28,795 SH   SOLE   28,795 0 0
ANAPLAN INC COM 03272L108 9,654 134,359 SH   SOLE   134,359 0 0
AUTODESK INC COM 052769106 13,157 43,091 SH   SOLE   43,091 0 0
FACEBOOK INC CL A 30303M102 30,788 112,709 SH   SOLE   112,709 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 29,192 206,364 SH   SOLE   206,364 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 32,481 291,942 SH   SOLE   291,942 0 0
MASTERCARD INCORPORATED CL A 57636Q104 32,460 90,941 SH   SOLE   90,941 0 0
MICROSOFT CORP COM 594918104 97,330 437,597 SH   SOLE   437,597 0 0
NETFLIX INC COM 64110L106 32,125 59,411 SH   SOLE   59,411 0 0
NEW YORK TIMES CO CL A 650111107 22,858 441,533 SH   SOLE   441,533 0 0
PLANET FITNESS INC CL A 72703H101 25,836 332,815 SH   SOLE   332,815 0 0
PTC INC COM 69370C100 32,196 269,173 SH   SOLE   269,173 0 0
T-MOBILE US INC COM 872590104 94,067 697,565 SH   SOLE   697,565 0 0
WORKDAY INC CL A 98138H101 13,048 54,455 SH   SOLE   54,455 0 0