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 266,657 188,045 SH   SOLE   188,045 0 0
ALTERYX INC COM CL A 02156B103 218,049 1,327,300 SH   SOLE   1,327,300 0 0
AMAZON COM INC COM 023135106 814,075 295,081 SH   SOLE   295,081 0 0
APPLE INC COM 037833100 218,828 599,858 SH   SOLE   599,858 0 0
AVALARA INC COM 05338G106 275,270 2,068,302 SH   SOLE   2,068,302 0 0
BILL COM HLDGS INC COM 090043100 224,514 2,488,792 SH   SOLE   2,488,792 0 0
CARVANA CO CL A 146869102 240,549 2,001,242 SH   SOLE   2,001,242 0 0
CERIDIAN HCM HLDG INC COM 15677J108 222,763 2,810,175 SH   SOLE   2,810,175 0 0
CLOUDFLARE INC CL A COM 18915M107 124,245 3,456,057 SH   SOLE   3,456,057 0 0
COUPA SOFTWARE INC COM 22266L106 453,193 1,635,838 SH   SOLE   1,635,838 0 0
CREE INC COM 225447101 192,202 3,247,208 SH   SOLE   3,247,208 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 291,588 2,907,446 SH   SOLE   2,907,446 0 0
DATADOG INC CL A COM 23804L103 471,090 5,417,939 SH   SOLE   5,417,939 0 0
DOCUSIGN INC COM 256163106 541,586 3,144,914 SH   SOLE   3,144,914 0 0
DOCUSIGN INC COM 256163106 1,739 10,100 SH Put SOLE   0 0 0
FACEBOOK INC CL A 30303M102 322,999 1,422,465 SH   SOLE   1,422,465 0 0
FASTLY INC CL A 31188V100 553,105 6,497,182 SH   SOLE   6,497,182 0 0
FIVE9 INC COM 338307101 235,663 2,129,424 SH   SOLE   2,129,424 0 0
FORTINET INC COM 34959E109 347,376 2,530,603 SH   SOLE   2,530,603 0 0
JD.COM INC SPON ADR CL A 47215P106 314,132 5,219,871 SH   SOLE   5,219,871 0 0
LAM RESEARCH CORP COM 512807108 178,039 550,421 SH   SOLE   550,421 0 0
MERCADOLIBRE INC COM 58733R102 198,424 201,288 SH   SOLE   201,288 0 0
MICROSOFT CORP COM 594918104 475,062 2,334,341 SH   SOLE   2,334,341 0 0
MONGODB INC CL A 60937P106 267,311 1,181,017 SH   SOLE   1,181,017 0 0
MONOLITHIC PWR SYS INC COM 609839105 187,695 791,961 SH   SOLE   791,961 0 0
NVIDIA CORPORATION COM 67066G104 213,240 561,291 SH   SOLE   561,291 0 0
NXP SEMICONDUCTORS N V COM N6596X109 296,143 2,596,834 SH   SOLE   2,596,834 0 0
OKTA INC CL A 679295105 408,015 2,037,730 SH   SOLE   2,037,730 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 98,373 1,702,836 SH   SOLE   1,702,836 0 0
RINGCENTRAL INC CL A 76680R206 97,484 342,036 SH   SOLE   342,036 0 0
SEA LTD SPONSORED ADS 81141R100 196,429 1,831,678 SH   SOLE   1,831,678 0 0
SERVICENOW INC COM 81762P102 114,890 283,636 SH   SOLE   283,636 0 0
SHOPIFY INC CL A 82509L107 750,072 790,215 SH   SOLE   790,215 0 0
SMARTSHEET INC COM CL A 83200N103 284,614 5,589,435 SH   SOLE   5,589,435 0 0
SQUARE INC CL A 852234103 362,439 3,453,772 SH   SOLE   3,453,772 0 0
STONECO LTD COM CL A G85158106 148,947 3,842,800 SH   SOLE   3,842,800 0 0
TESLA INC COM 88160R101 662,247 613,300 SH   SOLE   613,300 0 0
TWILIO INC CL A 90138F102 204,358 931,356 SH   SOLE   931,356 0 0
VROOM INC COM 92918V109 15,746 302,000 SH   SOLE   302,000 0 0
WAYFAIR INC CL A 94419L101 267,567 1,354,016 SH   SOLE   1,354,016 0 0
ZENDESK INC COM 98936J101 262,703 2,967,388 SH   SOLE   2,967,388 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 503,755 1,986,887 SH   SOLE   1,986,887 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 15,462 302,990 SH   SOLE   302,990 0 0