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
ACTIVISION BLIZZARD INC COM 00507V109 24,876 307,300 SH   SOLE   307,300 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 61,286 208,470 SH   SOLE   208,470 0 0
AMAZON COM INC COM 023135106 20,782 6,600 SH   SOLE   6,600 0 0
APPLE INC COM 037833100 20,325 175,500 SH   SOLE   175,500 0 0
AVALARA INC COM 05338G106 10,591 83,173 SH   SOLE   83,173 0 0
BANDWIDTH INC COM CL A 05988J103 41,996 240,569 SH   SOLE   240,569 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 25,208 183,572 SH   SOLE   183,572 0 0
DOCUSIGN INC COM 256163106 16,395 76,169 SH   SOLE   76,169 0 0
EVERBRIDGE INC COM 29978A104 16,965 134,934 SH   SOLE   134,934 0 0
FIVE9 INC COM 338307101 28,023 216,095 SH   SOLE   216,095 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 55,568 200,000 SH Put SOLE   0 0 0
MERCADOLIBRE INC COM 58733R102 31,479 29,080 SH   SOLE   29,080 0 0
NETFLIX INC COM 64110L106 21,541 43,080 SH   SOLE   43,080 0 0
NXP SEMICONDUCTORS N V COM N6596X109 10,404 83,358 SH   SOLE   83,358 0 0
OKTA INC CL A 679295105 5,137 24,020 SH   SOLE   24,020 0 0
PALO ALTO NETWORKS INC COM 697435105 10,071 41,150 SH   SOLE   41,150 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 11,585 116,736 SH   SOLE   116,736 0 0
PINTEREST INC CL A 72352L106 31,962 769,990 SH   SOLE   769,990 0 0
QUALCOMM INC COM 747525103 31,844 270,600 SH   SOLE   270,600 0 0
RINGCENTRAL INC CL A 76680R206 28,263 102,922 SH   SOLE   102,922 0 0
ROKU INC COM CL A 77543R102 19,748 104,600 SH   SOLE   104,600 0 0
SNAP INC CL A 83304A106 30,346 1,162,243 SH   SOLE   1,162,243 0 0
SPLUNK INC COM 848637104 4,139 22,000 SH   SOLE   22,000 0 0
SQUARE INC CL A 852234103 15,054 92,614 SH   SOLE   92,614 0 0
STONECO LTD COM CL A G85158106 25,807 487,944 SH   SOLE   487,944 0 0
SUMO LOGIC INC COM 86646P103 7,750 355,500 SH   SOLE   355,500 0 0
UBER TECHNOLOGIES INC COM 90353T100 10,608 290,800 SH   SOLE   290,800 0 0
UNITY SOFTWARE INC COM 91332U101 10,910 125,000 SH   SOLE   125,000 0 0
VONAGE HLDGS CORP COM 92886T201 30,389 2,970,568 SH   SOLE   2,970,568 0 0
WIX COM LTD SHS M98068105 8,537 33,500 SH   SOLE   33,500 0 0
WORKDAY INC CL A 98138H101 23,232 107,991 SH   SOLE   107,991 0 0