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
ALTERYX INC COM CL A 02156B103 33,214 349,000 SH   SOLE   349,000 0 0
APPIAN CORP CL A 03782L101 1,006 25,000 SH   SOLE   25,000 0 0
AVALARA INC COM 05338G106 15,756 211,200 SH   SOLE   211,200 0 0
BILL COM HOLDINGS INC COM 090043100 9,576 280,000 SH   SOLE   280,000 0 0
CROWN HOLDINGS INC COM 228368106 26,350 454,000 SH   SOLE   454,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 36,151 297,200 SH   SOLE   297,200 0 0
FRONTDOOR INC COM 35905A109 39,128 1,125,000 SH   SOLE   1,125,000 0 0
GLOBAL PMTS INC COM 37940X102 2,885 20,000 SH   SOLE   20,000 0 0
GODADDY INC CL A 380237107 25,985 455,000 SH   SOLE   455,000 0 0
IHEARTMEDIA INC COM CL A 45174J509 8,041 1,100,000 SH   SOLE   1,100,000 0 0
MICROSOFT CORP COM 594918104 12,775 81,000 SH   SOLE   81,000 0 0
PAYPAL HOLDINGS INC COM 70450Y103 19,722 206,000 SH   SOLE   206,000 0 0
PEGASYSTEMS INC COM 705573103 3,205 45,000 SH   SOLE   45,000 0 0
PELOTON INTERACTIVE INC COM CL A 70614W100 27,878 1,050,000 SH   SOLE   1,050,000 0 0
PLANET FITNESS INC CL A 72703H101 15,487 318,000 SH   SOLE   318,000 0 0
REPAY HOLDINGS CORP COM CL A 76029L100 17,780 1,239,000 SH   SOLE   1,239,000 0 0
SERVICENOW INC COM 81762P102 6,448 22,500 SH   SOLE   22,500 0 0