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
8X8 INC NEW COM 282914100 37,343 1,802,248 SH   SOLE   1,802,248 0 0
ANAPLAN INC COM 03272L108 26,278 559,105 SH   SOLE   559,105 0 0
DATADOG INC CL A COM 23804L103 871 25,700 SH   SOLE   25,700 0 0
DISNEY WALT CO COM DISNEY 254687106 82,344 631,861 SH   SOLE   631,861 0 0
ELECTRONIC ARTS INC COM 285512109 111,082 1,135,578 SH   SOLE   1,135,578 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 26,991 203,310 SH   SOLE   203,310 0 0
FIVE9 INC COM 338307101 63,646 1,184,339 SH   SOLE   1,184,339 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 19,207 197,503 SH   SOLE   197,503 0 0
LIVEPERSON INC COM 538146101 49,530 1,387,381 SH   SOLE   1,387,381 0 0
LIVERAMP HLDGS INC COM 53815P108 54,595 1,270,839 SH   SOLE   1,270,839 0 0
LYFT INC CL A COM 55087P104 8,869 217,156 SH   SOLE   217,156 0 0
LYFT INC CL A COM 55087P104 9,871 241,700 SH Call SOLE   241,700 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 67,524 2,704,199 SH   SOLE   2,704,199 0 0
NETFLIX INC COM 64110L106 176 659 SH   SOLE   659 0 0
NETFLIX INC COM 64110L106 29,331 109,600 SH Call SOLE   109,600 0 0
NEW RELIC INC COM 64829B100 11,036 179,600 SH Put SOLE   179,600 0 0
NEWS CORP NEW CL A 65249B109 41,910 3,010,774 SH   SOLE   3,010,774 0 0
ORACLE CORP COM 68389X105 89,883 1,633,339 SH   SOLE   1,633,339 0 0
PALO ALTO NETWORKS INC COM 697435105 5,772 28,320 SH   SOLE   28,320 0 0
PINTEREST INC CL A 72352L106 596 22,544 SH   SOLE   22,544 0 0
QORVO INC COM 74736K101 41,465 559,273 SH   SOLE   559,273 0 0
QORVO INC COM 74736K101 18,261 246,300 SH Call SOLE   246,300 0 0
ROKU INC COM CL A 77543R102 10,115 99,400 SH Put SOLE   99,400 0 0
SNAP INC CL A 83304A106 18,845 1,192,738 SH   SOLE   1,192,738 0 0
STITCH FIX INC COM CL A 860897107 56,624 2,941,515 SH   SOLE   2,941,515 0 0
STITCH FIX INC COM CL A 860897107 6,789 352,700 SH Call SOLE   352,700 0 0
SVMK INC COM 78489X103 66,725 3,902,038 SH   SOLE   3,902,038 0 0
SYMANTEC CORP COM 871503108 42,268 1,788,724 SH   SOLE   1,788,724 0 0
SYMANTEC CORP COM 871503108 63,191 2,674,200 SH Call SOLE   2,674,200 0 0
SYNAPTICS INC COM 87157D109 766 19,167 SH   SOLE   19,167 0 0
WESTERN DIGITAL CORP COM 958102105 56,289 943,819 SH   SOLE   943,819 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 51,525 1,727,866 SH   SOLE   1,727,866 0 0
ZYNGA INC CL A 98986T108 62,761 10,783,633 SH   SOLE   10,783,633 0 0