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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC COM 02079K107   19,343 218,000 SH   SOLE   218,000 0 0
AMAZON COM INC COM 023135106   12,852 153,000 SH   SOLE   153,000 0 0
APPFOLIO INC COM CL A 03783C100   4,531 43,000 SH   SOLE   43,000 0 0
CDW CORP COM 12514G108   16,608 93,000 SH   SOLE   93,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   9,594 74,000 SH   SOLE   74,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   2,611 35,000 SH   SOLE   35,000 0 0
HARLEY DAVIDSON INC COM 412822108   12,480 300,000 SH   SOLE   300,000 0 0
INTUIT COM 461202103   4,281 11,000 SH   SOLE   11,000 0 0
NICE LTD SPONSORED ADR 653656108   10,577 55,000 SH   SOLE   55,000 0 0
SERVICENOW INC COM 81762P102   9,901 25,500 SH   SOLE   25,500 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   5,115 220,000 SH   SOLE   220,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   19,911 580,000 SH   SOLE   580,000 0 0
TENABLE HLDGS INC COM 88025T102   2,938 77,000 SH   SOLE   77,000 0 0
TENNANT CO COM 880345103   6,157 100,000 SH   SOLE   100,000 0 0
VERINT SYS INC COM 92343X100   4,970 137,000 SH   SOLE   137,000 0 0
VISA INC COM CL A 92826C839   2,701 13,000 SH   SOLE   13,000 0 0