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
CLARVIATE ANALYTICS PLC COM G21810109 20,034 897,177 SH   SOLE   897,177 0 0
RINGCENTRAL INC CL A 76680R206 18,790 65,928 SH   SOLE   65,928 0 0
VERTIV HOLDINGS LLC COM 92537N108 18,564 1,369,035 SH   SOLE   1,369,035 0 0
AMAZON COM INC COM 023135106 18,481 6,699 SH   SOLE   6,699 0 0
MICROSOFT CORP COM 594918104 16,109 79,155 SH   SOLE   79,155 0 0
DATADOG INC - CLASS A CL A COM 23804L103 13,979 160,772 SH   SOLE   160,772 0 0
MASTERCARD INC CL A 57636Q104 13,898 47,000 SH   SOLE   47,000 0 0
CINTAS CORP COM 172908105 12,998 48,800 SH   SOLE   48,800 0 0
ALTERYX INC COM CL A 02156B103 12,244 74,531 SH   SOLE   74,531 0 0
MONGODB INC CL A 60937P106 9,508 42,008 SH   SOLE   42,008 0 0
SERVICE NOW INC COM 81762P102 9,017 22,262 SH   SOLE   22,262 0 0
SHIFT4 PMTS INC CL A 82452J109 8,928 251,501 SH   SOLE   251,501 0 0
CERIDIAN HCM HLDG INC COM 15677J108 8,252 104,104 SH   SOLE   104,104 0 0
TREBIA ACQUISITION CORP UNIT 99/99/9999 G9027T125 7,838 750,000 SH   SOLE   750,000 0 0
FACEBOOK INC CL A 30303M102 7,823 34,450 SH   SOLE   34,450 0 0
T-MOBILE US INC COM 872590104 7,811 75,000 SH   SOLE   75,000 0 0
CONYERS PARK II ACQUISITION COM CL A 212896203 7,268 605,700 SH   SOLE   605,700 0 0
UBER TECHNOLOGIES INC COM 90353T100 6,993 225,000 SH   SOLE   225,000 0 0
ATLASSIAN CORP PLC CL A G06242104 6,490 36,000 SH   SOLE   36,000 0 0
TWILIO INC CL A 90138F102 6,485 29,557 SH   SOLE   29,557 0 0
PAYPAL HOLDINGS INC COM 70450Y103 6,272 36,000 SH   SOLE   36,000 0 0
NVIDIA CORP COM 67066G104 6,079 16,000 SH   SOLE   16,000 0 0
NIKE INC CL B 654106103 5,883 60,000 SH   SOLE   60,000 0 0
GLOBAL PAYMENTS INC COM 37940X102 5,487 32,346 SH   SOLE   32,346 0 0
IQVIA HLDGS INC COM 46266C105 5,391 38,000 SH   SOLE   38,000 0 0
CRESCENT ACQUISITION CORP COM CL A 22564L105 5,077 485,400 SH   SOLE   485,400 0 0
PLANET FITNESS INC CL A 72703H101 5,065 83,614 SH   SOLE   83,614 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,638 12,800 SH   SOLE   12,800 0 0
VERTIV HOLDINGS LLC *W EXP 06/12/202 92537N116 4,589 1,150,000 SH   SOLE   1,150,000 0 0
VIAVI SOLUTIONS INC COM 925550105 2,421 190,000 SH   SOLE   190,000 0 0
NETFLIX INC COM 64110L106 2,275 5,000 SH   SOLE   5,000 0 0
CIRCOR INTL INC COM 17273K109 2,194 86,102 SH   SOLE   86,102 0 0
INSURANCE ACQUISITION CORP CL A 457867109 2,009 155,000 SH   SOLE   155,000 0 0
ICICI BANK LTD SPONSORED ADS 45104G104 1,858 200,000 SH   SOLE   200,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,805 18,000 SH   SOLE   18,000 0 0
CARVANA CO CL A 146869102 1,803 15,000 SH   SOLE   15,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 1,266 27,854 SH   SOLE   27,854 0 0
FOLEY TRASIMENE ACQUISTN COR UNIT 99/99/9999 34431F203 1,067 100,000 SH   SOLE   100,000 0 0
COLLIER CREEK HOLDINGS COM CL A G22707106 1,028 75,000 SH   SOLE   75,000 0 0
GUARDANT HEALTH INC COM 40131M109 584 7,200 SH   SOLE   7,200 0 0
GS ACQUISITION HLDGS CORP II UNIT 99/99/9999 36258Q204 526 50,000 SH   SOLE   50,000 0 0
BRIDGEBIO PHARMA INC COM 10806X102 411 12,600 SH   SOLE   12,600 0 0