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
ALPHABET INC CAP STK CL A 02079K305 29,049 25,000 SH   SOLE 25,000 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 71,702 1,226,096 SH   SOLE 1,226,096 0 0
BOOKING HLDGS INC COM 09857L108 9,417 7,000 SH   SOLE 7,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 56,720 130,000 SH   SOLE 130,000 0 0
ETSY INC COM 29786A106 150,995 3,928,079 SH   SOLE 3,928,079 0 0
EVENTBRITE INC COM CL A 29975E109 28,321 3,879,632 SH   SOLE 3,879,632 0 0
FACEBOOK INC CL A 30303M102 138,778 832,000 SH   SOLE 832,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 107,651 885,000 SH   SOLE 885,000 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 34,061 1,078,219 SH   SOLE 1,078,219 0 0
GENMARK DIAGNOSTICS INC COM 372309104 14,375 3,489,055 SH   SOLE 3,489,055 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 4,908 61,885 SH   SOLE 61,885 0 0
IAC INTERACTIVECORP COM 44919P508 361,439 2,016,620 SH   SOLE 2,016,620 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 14,991 474,100 SH   SOLE 474,100 0 0
MATCH GROUP INC COM 57665R106 10,217 154,706 SH   SOLE 154,706 0 0
PALO ALTO NETWORKS INC COM 697435105 71,001 433,040 SH   SOLE 433,040 0 0
PEGASYSTEMS INC COM 705573103 87,803 1,232,675 SH   SOLE 1,232,675 0 0
PORTOLA PHARMACEUTICALS INC COM 737010108 13,946 1,955,901 SH   SOLE 1,955,901 0 0
RADWARE LTD ORD M81873107 79,773 3,786,076 SH   SOLE 3,786,076 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 72,864 600,000 SH   SOLE 600,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 126,669 4,536,855 SH   SOLE 4,536,855 0 0
VARONIS SYS INC COM 922280102 147,754 2,320,615 SH   SOLE 2,320,615 0 0
WAYFAIR INC CL A 94419L101 42,494 795,175 SH   SOLE 795,175 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 109,933 3,240,000 SH   SOLE 3,240,000 0 0
ZENDESK INC COM 98936J101 129,140 2,017,500 SH   SOLE 2,017,500 0 0
ZOGENIX INC COM NEW 98978L204 12,738 515,100 SH   SOLE 515,100 0 0
ZYNGA INC CL A 98986T108 106,052 15,482,009 SH   SOLE 15,482,009 0 0