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 17,940 67,318 SH   SOLE   67,318 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 17,022 93,295 SH   SOLE   93,295 0 0
ALPHABET INC CAP STK CL C 02079K107 21,947 18,705 SH   SOLE   18,705 0 0
AMAZON COM INC COM 023135106 12,148 6,822 SH   SOLE   6,822 0 0
CANNAE HLDGS INC COM 13765N107 8,483 349,658 SH   SOLE   349,658 0 0
COMCAST CORP NEW CL A 20030N101 17,730 443,484 SH   SOLE   443,484 0 0
COUPA SOFTWARE INC COM 22266L106 7,305 80,296 SH   SOLE   80,296 0 0
JD COM INC SPON ADR CL A 47215P106 8,605 285,400 SH   SOLE   285,400 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 8,844 96,400 SH   SOLE   96,400 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 6,369 263,065 SH   SOLE   263,065 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 5,782 19,724 SH   SOLE   19,724 0 0
MICRON TECHNOLOGY INC COM 595112103 7,877 190,600 SH   SOLE   190,600 0 0
MICROSOFT CORP COM 594918104 9,926 84,164 SH   SOLE   84,164 0 0
RAPID7 INC COM 753422104 3,528 69,700 SH   SOLE   69,700 0 0
SALESFORCE COM INC COM 79466L302 14,230 89,855 SH   SOLE   89,855 0 0
T MOBILE US INC COM 872590104 22,812 330,128 SH   SOLE   330,128 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 16,014 169,689 SH   SOLE   169,689 0 0
VONAGE HLDGS CORP COM 92886T201 803 80,000 SH Put SOLE   80,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 10,077 354,560 SH   SOLE   354,560 0 0