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
SALESFORCE.COM ORD COM 79466L302 24,199,585 99,069 SH   SOLE 0 99,069 0 0
CLARIVATE ORD ORD SHS G21810109 17,935,795 651,500 SH   SOLE 0 651,500 0 0
WORKDAY CL A ORD CL A 98138H101 14,085,660 59,000 SH   SOLE 0 59,000 0 0
CEDAR FAIR UNT DEPOSITRY UNIT 150185106 10,748,665 239,765 SH   SOLE 0 239,765 0 0
BLACK KNIGHT ORD COM 09215C105 10,098,410 129,500 SH   SOLE 0 129,500 0 0
STONECO CL A ORD COM CL A G85158106 9,994,220 149,034 SH   SOLE 0 149,034 0 0
FARFETCH CL A ORD ORD SH CL A 30744W107 7,733,433 153,563 SH   SOLE 0 153,563 0 0
JD.COM ADR REP 2 CL A ORD SPON ADR CL A 47215P106 7,206,843 90,300 SH   SOLE 0 90,300 0 0
DADA NEXUS 1 ADS REP 4 ORD ADS 23344D108 6,064,686 209,055 SH   SOLE 0 209,055 0 0
REPAY HOLDINGS CL A ORD COM CL A 76029L100 4,768,478 198,356 SH   SOLE 0 198,356 0 0
FIDELITY NATIONAL INFORMATN SVCS ORD COM 31620M106 4,377,603 30,900 SH   SOLE 0 30,900 0 0