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 20,004 429,542 SH   SOLE   429,542 0 0
ALPHABET INC CAP STK CL C 02079K107 48,452 46,786 SH   SOLE   46,786 0 0
ALTAIR ENGR INC COM CL A 021369103 38,995 1,413,879 SH   SOLE   1,413,879 0 0
AMAZON COM INC COM 023135106 3,229 2,150 SH   SOLE   2,150 0 0
APPLIED MATLS INC COM 038222105 21,087 644,089 SH   SOLE   644,089 0 0
AUTODESK INC COM 052769106 72,990 567,529 SH   SOLE   567,529 0 0
BOTTOMLINE TECH DEL INC COM 101388106 29,280 609,997 SH   SOLE   609,997 0 0
BROADCOM INC COM 11135F101 612 2,406 SH   SOLE   2,406 0 0
CLOUDERA INC COM 18914U100 54,129 4,894,167 SH   SOLE   4,894,167 0 0
COMMVAULT SYSTEMS INC COM 204166102 561 9,499 SH   SOLE   9,499 0 0
DISNEY WALT CO COM DISNEY 254687106 33,797 308,230 SH   SOLE   308,230 0 0
DISNEY WALT CO COM DISNEY 254687106 34,627 315,800 SH Call SOLE   315,800 0 0
ELLIE MAE INC COM 28849P100 81,236 1,292,952 SH   SOLE   1,292,952 0 0
FLEX LTD ORD Y2573F102 10,913 1,434,000 SH Call SOLE   1,434,000 0 0
GRUBHUB INC COM 400110102 837 10,900 SH   SOLE   10,900 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 36,871 2,477,858 SH   SOLE   2,477,858 0 0
LIVERAMP HLDGS INC COM 53815P108 41,881 1,084,157 SH   SOLE   1,084,157 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 52,611 3,249,594 SH   SOLE   3,249,594 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 30,254 1,868,700 SH Call SOLE   1,868,700 0 0
NETFLIX INC COM 64110L106 65,452 244,534 SH   SOLE   244,534 0 0
NUTANIX INC CL A 67059N108 34,962 840,642 SH   SOLE   840,642 0 0
NVIDIA CORP COM 67066G104 617 4,625 SH   SOLE   4,625 0 0
QORVO INC COM 74736K101 32,545 535,900 SH Call SOLE   535,900 0 0
QORVO INC COM 74736K101 35,414 583,143 SH   SOLE   583,143 0 0
REALPAGE INC COM 75606N109 62,125 1,289,170 SH   SOLE   1,289,170 0 0
SYMANTEC CORP COM 871503108 10,827 573,000 SH Call SOLE   573,000 0 0
SYMANTEC CORP COM 871503108 45,063 2,384,906 SH   SOLE   2,384,906 0 0
WAYFAIR INC CL A 94419L101 40,373 448,188 SH   SOLE   448,188 0 0
WORKDAY INC CL A 98138H101 13,081 81,923 SH   SOLE   81,923 0 0
WORKDAY INC CL A 98138H101 13,748 86,100 SH Call SOLE   86,100 0 0
ZAYO GROUP HLDGS INC COM 98919V105 27,354 1,197,652 SH   SOLE   1,197,652 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 31,912 1,010,499 SH   SOLE   1,010,499 0 0
ZYNGA INC CL A 98986T108 76,110 19,366,533 SH   SOLE   19,366,533 0 0