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
TWILIO INC COMMON STOCK 90138F102 16,073 47,483 SH   SOLE   47,483 0 0
PAYPAL HOLDINGS INC COMMON STOCK 70450Y103 14,931 63,752 SH   SOLE   63,752 0 0
WALT DISNEY CO COMMON STOCK 254687106 14,523 80,157 SH   SOLE   80,157 0 0
UBER TECHNOLOGIES INC COMMON STOCK 90353T100 14,207 278,574 SH   SOLE   278,574 0 0
APPLE INC COMMON STOCK 037833100 14,184 106,895 SH   SOLE   106,895 0 0
AUTODESK INC COMMON STOCK 052769106 13,981 45,788 SH   SOLE   45,788 0 0
CHARLES SCHWAB CORP NEW COMMON STOCK 808513105 13,876 261,610 SH   SOLE   261,610 0 0
SERVICENOW INC COMMON STOCK 81762P102 13,611 24,727 SH   SOLE   24,727 0 0
TRANSDIGM GROUP INCORPORATED COMMON STOCK 893641100 13,366 21,598 SH   SOLE   21,598 0 0
BOOKING HOLDINGS INC COMMON STOCK 09857L108 12,966 5,822 SH   SOLE   5,822 0 0
NETFLIX COM INC COMMON STOCK 64110L106 12,751 23,581 SH   SOLE   23,581 0 0
AMAZON.COM INC COMMON STOCK 023135106 12,652 3,885 SH   SOLE   3,885 0 0
SHOPIFY INC CL A 82509L107 12,414 10,967 SH   SOLE   10,967 0 0
PROSHARES TRUST SHORT S&P 500 NE 74347B425 12,403 690,188 SH   SOLE   690,188 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108 12,145 18,358 SH   SOLE   18,358 0 0
ALPHABET INC CAP STK CL C 02079K107 12,004 6,852 SH   SOLE   6,852 0 0
FACEBOOK INC CL A 30303M102 11,926 43,658 SH   SOLE   43,658 0 0
MASTERCARD INCORPORATED CL A 57636Q104 11,922 33,400 SH   SOLE   33,400 0 0
MICROSOFT CORP COMMON STOCK 594918104 11,900 53,504 SH   SOLE   53,504 0 0
VISA INC COM CL A 92826C839 11,714 53,555 SH   SOLE   53,555 0 0
FIDELITY NATIONAL INFORMATION COMMON STOCK 31620M106 10,753 76,015 SH   SOLE   76,015 0 0
APPIAN CORPORATION CL A 03782L101 4,524 27,908 SH   SOLE   27,908 0 0
UPWORK INC COMMON STOCK 91688F104 3,746 108,523 SH   SOLE   108,523 0 0
ROKU INC COM CL A 77543R102 3,572 10,760 SH   SOLE   10,760 0 0
CROWDSTRIKE HOLDINGS INC CL A 22788C105 3,551 16,764 SH   SOLE   16,764 0 0
PAR TECHNOLOGY CORP COMMON STOCK 698884103 3,360 53,510 SH   SOLE   53,510 0 0
REDFIN CORPORATION COMMON STOCK 75737F108 3,279 47,775 SH   SOLE   47,775 0 0
CARGURUS INC COM CL A 141788109 3,150 99,287 SH   SOLE   99,287 0 0
SHARPSPRING INC COMMON STOCK 820054104 3,118 191,511 SH   SOLE   191,511 0 0
FIVE BELOW INC COMMON STOCK 33829M101 3,108 17,760 SH   SOLE   17,760 0 0
COLLECTORS UNIVERSE INC COM NEW 19421R200 3,085 40,909 SH   SOLE   40,909 0 0
ELASTIC N V ORD SHS N14506104 3,026 20,705 SH   SOLE   20,705 0 0
BILL.COM HOLDINGS INC COMMON STOCK 090043100 3,018 22,111 SH   SOLE   22,111 0 0
SMARTSHEET INC COM CL A 83200N103 2,996 43,244 SH   SOLE   43,244 0 0
NEW YORK TIMES CO-CL A CL A 650111107 2,888 55,792 SH   SOLE   55,792 0 0
FLOOR & DECOR HOLDINGS INC CL A 339750101 2,845 30,643 SH   SOLE   30,643 0 0
GUIDEWIRE SOFTWARE INC COMMON STOCK 40171V100 2,791 21,682 SH   SOLE   21,682 0 0
ANAPLAN INC COMMON STOCK 03272L108 2,771 38,568 SH   SOLE   38,568 0 0
FRONTDOOR INC COMMON STOCK 35905A109 2,762 55,011 SH   SOLE   55,011 0 0
SS&C TECHNOLOGIES HOLDINGS INC COMMON STOCK 78467J100 2,726 37,464 SH   SOLE   37,464 0 0
PROSHARES TR SHRT RUSSELL2000 74348A210 2,716 106,858 SH   SOLE   106,858 0 0
FASTLY INC CL A 31188V100 2,486 28,453 SH   SOLE   28,453 0 0