TWILIO INC COMMON STOCK 90138F102 16073 47483 SH SOLE 47483 0 0 PAYPAL HOLDINGS INC COMMON STOCK 70450Y103 14931 63752 SH SOLE 63752 0 0 WALT DISNEY CO COMMON STOCK 254687106 14523 80157 SH SOLE 80157 0 0 UBER TECHNOLOGIES INC COMMON STOCK 90353T100 14207 278574 SH SOLE 278574 0 0 APPLE INC COMMON STOCK 037833100 14184 106895 SH SOLE 106895 0 0 AUTODESK INC COMMON STOCK 052769106 13981 45788 SH SOLE 45788 0 0 CHARLES SCHWAB CORP NEW COMMON STOCK 808513105 13876 261610 SH SOLE 261610 0 0 SERVICENOW INC COMMON STOCK 81762P102 13611 24727 SH SOLE 24727 0 0 TRANSDIGM GROUP INCORPORATED COMMON STOCK 893641100 13366 21598 SH SOLE 21598 0 0 BOOKING HOLDINGS INC COMMON STOCK 09857L108 12966 5822 SH SOLE 5822 0 0 NETFLIX COM INC COMMON STOCK 64110L106 12751 23581 SH SOLE 23581 0 0 AMAZON.COM INC COMMON STOCK 023135106 12652 3885 SH SOLE 3885 0 0 SHOPIFY INC CL A 82509L107 12414 10967 SH SOLE 10967 0 0 PROSHARES TRUST SHORT S&P 500 NE 74347B425 12403 690188 SH SOLE 690188 0 0 CHARTER COMMUNICATIONS INC CL A 16119P108 12145 18358 SH SOLE 18358 0 0 ALPHABET INC CAP STK CL C 02079K107 12004 6852 SH SOLE 6852 0 0 FACEBOOK INC CL A 30303M102 11926 43658 SH SOLE 43658 0 0 MASTERCARD INCORPORATED CL A 57636Q104 11922 33400 SH SOLE 33400 0 0 MICROSOFT CORP COMMON STOCK 594918104 11900 53504 SH SOLE 53504 0 0 VISA INC COM CL A 92826C839 11714 53555 SH SOLE 53555 0 0 FIDELITY NATIONAL INFORMATION COMMON STOCK 31620M106 10753 76015 SH SOLE 76015 0 0 APPIAN CORPORATION CL A 03782L101 4524 27908 SH SOLE 27908 0 0 UPWORK INC COMMON STOCK 91688F104 3746 108523 SH SOLE 108523 0 0 ROKU INC COM CL A 77543R102 3572 10760 SH SOLE 10760 0 0 CROWDSTRIKE HOLDINGS INC CL A 22788C105 3551 16764 SH SOLE 16764 0 0 PAR TECHNOLOGY CORP COMMON STOCK 698884103 3360 53510 SH SOLE 53510 0 0 REDFIN CORPORATION COMMON STOCK 75737F108 3279 47775 SH SOLE 47775 0 0 CARGURUS INC COM CL A 141788109 3150 99287 SH SOLE 99287 0 0 SHARPSPRING INC COMMON STOCK 820054104 3118 191511 SH SOLE 191511 0 0 FIVE BELOW INC COMMON STOCK 33829M101 3108 17760 SH SOLE 17760 0 0 COLLECTORS UNIVERSE INC COM NEW 19421R200 3085 40909 SH SOLE 40909 0 0 ELASTIC N V ORD SHS N14506104 3026 20705 SH SOLE 20705 0 0 BILL.COM HOLDINGS INC COMMON STOCK 090043100 3018 22111 SH SOLE 22111 0 0 SMARTSHEET INC COM CL A 83200N103 2996 43244 SH SOLE 43244 0 0 NEW YORK TIMES CO-CL A CL A 650111107 2888 55792 SH SOLE 55792 0 0 FLOOR & DECOR HOLDINGS INC CL A 339750101 2845 30643 SH SOLE 30643 0 0 GUIDEWIRE SOFTWARE INC COMMON STOCK 40171V100 2791 21682 SH SOLE 21682 0 0 ANAPLAN INC COMMON STOCK 03272L108 2771 38568 SH SOLE 38568 0 0 FRONTDOOR INC COMMON STOCK 35905A109 2762 55011 SH SOLE 55011 0 0 SS&C TECHNOLOGIES HOLDINGS INC COMMON STOCK 78467J100 2726 37464 SH SOLE 37464 0 0 PROSHARES TR SHRT RUSSELL2000 74348A210 2716 106858 SH SOLE 106858 0 0 FASTLY INC CL A 31188V100 2486 28453 SH SOLE 28453 0 0