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 SYSTEMS INCORPORATED COM 00724F101 58,064 122,144 SH   SOLE   122,144 0 0
ADT INC DEL COM 00090Q103 20,260 2,400,423 SH   SOLE   2,400,423 0 0
AVAYA HLDGS CORP COM 05351X101 88,579 3,160,161 SH   SOLE   3,160,161 0 0
BILL COM HLDGS INC COM 090043100 21,450 147,420 SH   SOLE   147,420 0 0
BOX INC CL A 10316T104 28,599 1,245,583 SH   SOLE   1,245,583 0 0
CARGURUS INC COM CL A 141788109 71,880 3,016,380 SH   SOLE   3,016,380 0 0
CERIDIAN HCM HLDG INC COM 15677J108 127,526 1,513,299 SH   SOLE   1,513,299 0 0
CIRRUS LOGIC INC COM 172755100 87,999 1,037,843 SH   SOLE   1,037,843 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 131,739 3,022,924 SH   SOLE   3,022,924 0 0
DISH NETWORK CORPORATION CL A 25470M109 8,086 223,360 SH   SOLE   223,360 0 0
DOORDASH INC CL A 25809K105 3,001 22,889 SH   SOLE   22,889 0 0
ECHOSTAR CORP CL A 278768106 4,790 199,572 SH   SOLE   199,572 0 0
GREEN DOT CORP CL A 39304D102 66,479 1,451,820 SH   SOLE   1,451,820 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 121,723 2,485,154 SH   SOLE   2,485,154 0 0
NCR CORP NEW COM 62886E108 102,120 2,690,912 SH   SOLE   2,690,912 0 0
NETFLIX INC COM 64110L106 6,415 12,298 SH   SOLE   12,298 0 0
NEW RELIC INC COM 64829B100 72,838 1,184,740 SH   SOLE   1,184,740 0 0
NEWS CORP NEW CL A 65249B109 136,793 5,379,189 SH   SOLE   5,379,189 0 0
QORVO INC COM 74736K101 67,562 369,799 SH   SOLE   369,799 0 0
REDFIN CORP COM 75737F108 74,710 1,121,938 SH   SOLE   1,121,938 0 0
STITCH FIX INC COM CL A 860897107 14,471 292,101 SH   SOLE   292,101 0 0
TRIMBLE INC COM 896239100 90,525 1,163,715 SH   SOLE   1,163,715 0 0
TRIPADVISOR INC COM 896945201 106,660 1,982,897 SH   SOLE   1,982,897 0 0
TWITTER INC COM 90184L102 123,949 1,947,959 SH   SOLE   1,947,959 0 0
WORKDAY INC CL A 98138H101 61,541 247,719 SH   SOLE   247,719 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 147,475 1,137,571 SH   SOLE   1,137,571 0 0
ZSCALER INC COM 98980G102 25,091 146,158 SH   SOLE   146,158 0 0
ZYNGA INC CL A 98986T108 4,632 453,697 SH   SOLE   453,697 0 0