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 16,339 72,218 SH   SOLE   72,218 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 17,489 127,595 SH   SOLE   127,595 0 0
ALPHABET INC CAP STK CL C 02079K107 10,672 10,305 SH   SOLE   10,305 0 0
AMAZON COM INC COM 023135106 11,538 7,682 SH   SOLE   7,682 0 0
BILIBILI INC SPONS ADS REP Z 090040106 3,730 255,685 SH   SOLE   255,685 0 0
COMCAST CORP NEW CL A 20030N101 13,950 409,684 SH   SOLE   409,684 0 0
COUPA SOFTWARE INC COM 22266L106 16,355 260,187 SH   SOLE   260,187 0 0
GODADDY INC CL A 380237107 8,645 131,750 SH   SOLE   131,750 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 5,093 19,024 SH   SOLE   19,024 0 0
MICROSOFT CORP COM 594918104 21,671 213,364 SH   SOLE   213,364 0 0
PAYPAL HLDGS INC COM 70450Y103 7,793 92,677 SH   SOLE   92,677 0 0
RINGCENTRAL INC CL A 76680R206 10,456 126,830 SH   SOLE   126,830 0 0
SALESFORCE COM INC COM 79466L302 9,609 70,155 SH   SOLE   70,155 0 0
T MOBILE US INC COM 872590104 25,611 402,628 SH   SOLE   402,628 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 13,412 130,289 SH   SOLE   130,289 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 17,339 360,321 SH   SOLE   360,321 0 0
ZAYO GROUP HLDGS INC COM 98919V105 3,906 171,000 SH Call SOLE   171,000 0 0