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 59,077 763,362 SH   SOLE   763,362 0 0
ALPHABET INC CAP STK CL A 02079K305 29,681 11,102 SH   SOLE   11,102 0 0
AMAZON COM INC COM 023135106 31,237 9,509 SH   SOLE   9,509 0 0
ANAPLAN INC COM 03272L108 33,436 549,126 SH   SOLE   549,126 0 0
AUTODESK INC COM 052769106 24,402 85,571 SH   SOLE   85,571 0 0
COMCAST CORP NEW CL A 20030N101 27,894 498,737 SH   SOLE   498,737 0 0
FACEBOOK INC CL A 30303M102 66,087 194,723 SH   SOLE   194,723 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 15,270 125,496 SH   SOLE   125,496 0 0
GLOBAL PMTS INC COM 37940X102 9,543 60,560 SH   SOLE   60,560 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 10,424 78,903 SH   SOLE   78,903 0 0
MASTERCARD INCORPORATED CL A 57636Q104 66,876 192,349 SH   SOLE   192,349 0 0
MATCH GROUP INC NEW COM 57667L107 49,827 317,392 SH   SOLE   317,392 0 0
MICROSOFT CORP COM 594918104 112,826 400,204 SH   SOLE   400,204 0 0
NETFLIX INC COM 64110L106 74,242 121,640 SH   SOLE   121,640 0 0
T-MOBILE US INC COM 872590104 80,790 632,356 SH   SOLE   632,356 0 0
UBER TECHNOLOGIES INC COM 90353T100 13,927 310,881 SH   SOLE   310,881 0 0
WORKDAY INC CL A 98138H101 115,854 463,618 SH   SOLE   463,618 0 0