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 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 13,546 | 140,674 | SH | SOLE | 140,674 | 0 | 0 | ||
| EURONET WORLDWIDE INC | COM | 298736109 | 11,371 | 144,092 | SH | SOLE | 144,092 | 0 | 0 | ||
| WORLDPAY INC | CL A | 981558109 | 11,167 | 135,791 | SH | SOLE | 135,791 | 0 | 0 | ||
| GREEN DOT CORP | CL A | 39304D102 | 5,206 | 81,148 | SH | SOLE | 81,148 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 11,098 | 5,335 | SH | SOLE | 5,335 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 6,472 | 90,760 | SH | SOLE | 90,760 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 8,484 | 36,637 | SH | SOLE | 36,637 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 11,340 | 149,472 | SH | SOLE | 149,472 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 8,339 | 131,330 | SH | SOLE | 131,330 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 13,617 | 221,717 | SH | SOLE | 221,717 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 6,777 | 329,788 | SH | SOLE | 329,788 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 7,949 | 79,080 | SH | SOLE | 79,080 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 7,465 | 167,988 | SH | SOLE | 167,988 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 6,070 | 75,106 | SH | SOLE | 75,106 | 0 | 0 | ||
| MARKETAXESS HLDGS INC | COM | 57060D108 | 11,028 | 50,720 | SH | SOLE | 50,720 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 3,789 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| DISH NETWORK CORP | CL A | 25470M109 | 2,652 | 70,000 | SH | Call | SOLE | 70,000 | 0 | 0 | |
| ELECTRONIC ARTS INC | COM | 285512109 | 11,770 | 97,081 | SH | SOLE | 97,081 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 4,048 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | |
| HEALTHEQUITY INC | COM | 42226A107 | 4,839 | 79,940 | SH | SOLE | 79,940 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 9,587 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | |
| ZENDESK INC | COM | 98936J101 | 8,942 | 186,798 | SH | SOLE | 186,798 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 7,444 | 154,713 | SH | SOLE | 154,713 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 9,434 | 225,971 | SH | SOLE | 225,971 | 0 | 0 | ||
| TRAVELPORT WORLDWIDE LTD | SHS | G9019D104 | 10,995 | 672,924 | SH | SOLE | 672,924 | 0 | 0 | ||