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
ADOBE SYSTEMS INCORPORATED COM 00724F101 86,358 150,000 SH   SOLE   150,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 50,138 487,247 SH   SOLE   487,247 0 0
ALPHABET INC CAP STK CL A 02079K305 81,700 30,559 SH   SOLE   30,559 0 0
AMAZON COM INC COM 023135106 76,995 23,438 SH   SOLE   23,438 0 0
BUMBLE INC COM CL A 12047B105 26,240 525,000 SH   SOLE   525,000 0 0
BUTTERFLY NETWORK INC COM CL A 124155102 8,770 840,000 SH   SOLE   840,000 0 0
CERENCE INC COM 156727109 19,535 203,252 SH   SOLE   203,252 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 25,392 34,900 SH   SOLE   34,900 0 0
CLEAR SECURE INC COM CL A 18467V109 30,788 750,000 SH   SOLE   750,000 0 0
COMCAST CORP NEW CL A 20030N101 41,948 750,000 SH   SOLE   750,000 0 0
COUPANG INC CL A 22266T109 13,925 500,000 SH   SOLE   500,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 30,723 125,000 SH   SOLE   125,000 0 0
CYRUSONE INC COM 23283R100 7,741 100,000 SH   SOLE   100,000 0 0
DPCM CAP INC *W EXP 10/14/202 23344P119 214 345,701 SH   SOLE   345,701 0 0
DYNATRACE INC COM NEW 268150109 39,023 549,857 SH   SOLE   549,857 0 0
ELASTIC N V ORD SHS N14506104 46,932 315,000 SH   SOLE   315,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 73,755 450,000 SH   SOLE   450,000 0 0
FACEBOOK INC CL A 30303M102 89,023 262,303 SH   SOLE   262,303 0 0
FARFETCH LTD ORD SH CL A 30744W107 21,083 562,510 SH   SOLE   562,510 0 0
FIVERR INTL LTD ORD SHS M4R82T106 39,393 215,640 SH   SOLE   215,640 0 0
HUBSPOT INC COM 443573100 39,304 58,135 SH   SOLE   58,135 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 107,388 300,000 SH Put SOLE   300,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 28,032 162,317 SH   SOLE   162,317 0 0
LONGVIEW ACQUISITION CORP II UNIT 99/99/9999 54319Q204 10,140 1,000,000 SH   SOLE   1,000,000 0 0
MICROSOFT CORP COM 594918104 98,672 350,000 SH   SOLE   350,000 0 0
PALO ALTO NETWORKS INC COM 697435105 7,185 15,000 SH   SOLE   15,000 0 0
PAYCOM SOFTWARE INC COM 70432V102 17,971 36,250 SH   SOLE   36,250 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 34,820 400,000 SH   SOLE   400,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 26,115 300,000 SH Call SOLE   300,000 0 0
RINGCENTRAL INC CL A 76680R206 43,500 200,000 SH   SOLE   200,000 0 0
SALESFORCE COM INC COM 79466L302 94,927 350,000 SH   SOLE   350,000 0 0
SMARTSHEET INC COM CL A 83200N103 18,237 265,000 SH   SOLE   265,000 0 0
SNAP INC CL A 83304A106 25,485 345,000 SH   SOLE   345,000 0 0
SONOS INC COM 83570H108 21,843 675,000 SH   SOLE   675,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 45,475 201,804 SH   SOLE   201,804 0 0
SQUARE INC CL A 852234103 53,964 225,000 SH   SOLE   225,000 0 0
TOAST INC CL A 888787108 4,995 100,000 SH   SOLE   100,000 0 0
TWILIO INC CL A 90138F102 47,858 150,000 SH   SOLE   150,000 0 0
TWITTER INC COM 90184L102 24,156 400,000 SH   SOLE   400,000 0 0
WORKDAY INC CL A 98138H101 43,731 175,000 SH   SOLE   175,000 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 27,536 450,000 SH   SOLE   450,000 0 0