The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 5,023 | 1,460 | SH | SOLE | 1,460 | 0 | 0 | ||
| AVAYA HLDGS CORP | COM | 05351X101 | 82,149 | 3,053,864 | SH | SOLE | 3,053,864 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 88,086 | 3,358,205 | SH | SOLE | 3,358,205 | 0 | 0 | ||
| CERIDIAN HCM HLDG INC | COM | 15677J108 | 108,372 | 1,129,814 | SH | SOLE | 1,129,814 | 0 | 0 | ||
| CIRRUS LOGIC INC | COM | 172755100 | 83,899 | 985,653 | SH | SOLE | 985,653 | 0 | 0 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 138,264 | 2,680,581 | SH | SOLE | 2,680,581 | 0 | 0 | ||
| DISH NETWORK CORPORATION | CL A | 25470M109 | 83,233 | 1,991,216 | SH | SOLE | 1,991,216 | 0 | 0 | ||
| GREEN DOT CORP | CL A | 39304D102 | 70,345 | 1,501,495 | SH | SOLE | 1,501,495 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 137,401 | 2,355,581 | SH | SOLE | 2,355,581 | 0 | 0 | ||
| NCINO INC | COM | 63947U107 | 4,494 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| NCR CORP NEW | COM | 62886E108 | 125,989 | 2,762,305 | SH | SOLE | 2,762,305 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 106,967 | 1,597,244 | SH | SOLE | 1,597,244 | 0 | 0 | ||
| NEWS CORP NEW | CL A | 65249B109 | 179,842 | 6,978,722 | SH | SOLE | 6,978,722 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM | 69007J106 | 118,125 | 4,915,748 | SH | SOLE | 4,915,748 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 85,487 | 436,937 | SH | SOLE | 436,937 | 0 | 0 | ||
| REDFIN CORP | COM | 75737F108 | 97,456 | 1,536,911 | SH | SOLE | 1,536,911 | 0 | 0 | ||
| TRIMBLE INC | COM | 896239100 | 84,129 | 1,028,100 | SH | SOLE | 1,028,100 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 43,407 | 1,077,100 | SH | SOLE | 1,077,100 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 82,479 | 1,198,648 | SH | SOLE | 1,198,648 | 0 | 0 | ||
| UPWORK INC | COM | 91688F104 | 43,276 | 742,434 | SH | SOLE | 742,434 | 0 | 0 | ||
| WALKME LTD | ORD SHS | M97628107 | 22,933 | 783,761 | SH | SOLE | 783,761 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 100,458 | 420,785 | SH | SOLE | 420,785 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 179,394 | 1,467,794 | SH | SOLE | 1,467,794 | 0 | 0 | ||
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 53,787 | 138,974 | SH | SOLE | 138,974 | 0 | 0 | ||
| ZSCALER INC | COM | 98980G102 | 79,121 | 366,200 | SH | SOLE | 366,200 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 2,945 | 277,000 | SH | SOLE | 277,000 | 0 | 0 | ||