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
AMAZON COM INC COM 023135106 109,155 39,566 SH   SOLE   39,566 0 0
BILL COM HLDGS INC COM 090043100 54,091 599,614 SH   SOLE   599,614 0 0
BLACKBAUD INC COM 09227Q100 25,740 450,953 SH   SOLE   450,953 0 0
CARGURUS INC COM CL A 141788109 10,901 430,019 SH   SOLE   430,019 0 0
CARGURUS INC COM CL A 141788109 50,923 2,008,800 SH Call SOLE   2,008,800 0 0
COMCAST CORP NEW CL A 20030N101 53,288 1,367,048 SH   SOLE   1,367,048 0 0
COMCAST CORP NEW CL A 20030N101 35,632 914,100 SH Call SOLE   914,100 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 72,863 1,889,594 SH   SOLE   1,889,594 0 0
DISH NETWORK CORPORATION CL A 25470M109 68,329 1,979,963 SH   SOLE   1,979,963 0 0
DISNEY WALT CO COM DISNEY 254687106 41,716 374,100 SH Call SOLE   374,100 0 0
ECHOSTAR CORP CL A 278768106 33,990 1,215,654 SH   SOLE   1,215,654 0 0
ETSY INC COM 29786A106 65,309 614,793 SH   SOLE   614,793 0 0
GREEN DOT CORP CL A 39304D102 73,339 1,494,283 SH   SOLE   1,494,283 0 0
GRUBHUB INC COM 400110102 70,915 1,008,747 SH   SOLE   1,008,747 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 29,320 264,503 SH   SOLE   264,503 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 24,303 165,447 SH   SOLE   165,447 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 87,127 2,485,085 SH   SOLE   2,485,085 0 0
NETFLIX INC COM 64110L106 73,124 160,699 SH   SOLE   160,699 0 0
NEW RELIC INC COM 64829B100 46,709 677,924 SH   SOLE   677,924 0 0
NEWS CORP NEW CL A 65249B109 54,582 4,602,219 SH   SOLE   4,602,219 0 0
NORTONLIFELOCK INC COM 668771108 104,110 5,250,116 SH   SOLE   5,250,116 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 158,619 6,268,273 SH   SOLE   6,268,273 0 0
PAYPAL HLDGS INC COM 70450Y103 70,944 407,187 SH   SOLE   407,187 0 0
QORVO INC COM 74736K101 76,505 692,162 SH   SOLE   692,162 0 0
RINGCENTRAL INC CL A 76680R206 3,670 12,878 SH   SOLE   12,878 0 0
RINGCENTRAL INC CL A 76680R206 56,061 196,700 SH Call SOLE   196,700 0 0
ROKU INC COM CL A 77543R102 15,102 129,600 SH Call SOLE   129,600 0 0
ROKU INC COM CL A 77543R102 1,059 9,090 SH   SOLE   9,090 0 0
SNAP INC CL A 83304A106 7,880 335,470 SH   SOLE   335,470 0 0
SPLUNK INC COM 848637104 51,497 259,170 SH   SOLE   259,170 0 0
STITCH FIX INC COM CL A 860897107 40,946 1,641,772 SH   SOLE   1,641,772 0 0
STITCH FIX INC COM CL A 860897107 6,203 248,700 SH Call SOLE   248,700 0 0
WORKDAY INC CL A 98138H101 129,395 690,621 SH   SOLE   690,621 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 33,834 778,694 SH   SOLE   778,694 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 1,391 91,000 SH   SOLE   91,000 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 14,862 972,000 SH Call SOLE   972,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 104,533 1,814,501 SH   SOLE   1,814,501 0 0
ZYNGA INC CL A 98986T108 77,685 8,143,085 SH   SOLE   8,143,085 0 0