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
ADOBE INC COM 00724F101 69,779 219,264 SH   SOLE 219,264 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 71,225 366,235 SH   SOLE 366,235 0 0
AMAZON COM INC COM 023135106 102,557 52,601 SH   SOLE 52,601 0 0
APPLE INC COM 037833100 18,977 74,626 SH   SOLE 74,626 0 0
AVALARA INC COM 05338G106 34,236 458,926 SH   SOLE 458,926 0 0
BAIDU INC SPON ADR REP A 056752108 25,418 252,187 SH   SOLE 252,187 0 0
COSTAR GROUP INC COM 22160N109 61,965 105,525 SH   SOLE 105,525 0 0
FAIR ISAAC CORP COM 303250104 88,202 286,660 SH   SOLE 286,660 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 75,905 624,015 SH   SOLE 624,015 0 0
GLOBAL PMTS INC COM 37940X102 37,063 256,972 SH   SOLE 256,972 0 0
GODADDY INC CL A 380237107 59,955 1,049,809 SH   SOLE 1,049,809 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 46,790 408,785 SH   SOLE 408,785 0 0
JD COM INC SPON ADR CL A 47215P106 66,244 1,635,652 SH   SOLE 1,635,652 0 0
PLANET FITNESS INC CL A 72703H101 29,078 597,079 SH   SOLE 597,079 0 0
SYNOPSYS INC COM 871607107 77,863 604,572 SH   SOLE 604,572 0 0
ZYNGA INC CL A 98986T108 51,887 7,574,677 SH   SOLE 7,574,677 0 0