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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 59,139 349,008 SH   SOLE   349,008 0 0
ALPHABET INC CAP STK CL A 02079K305 131,260 121,223 SH   SOLE   121,223 0 0
ALTERYX INC COM CL A 02156B103 227,342 2,083,414 SH   SOLE   2,083,414 0 0
AMAZON COM INC COM 023135106 395,339 208,773 SH   SOLE   208,773 0 0
ANALOG DEVICES INC COM 032654105 132,176 1,171,043 SH   SOLE   1,171,043 0 0
AVALARA INC COM 05338G106 203,007 2,811,729 SH   SOLE   2,811,729 0 0
CARVANA CO CL A 146869102 110,070 1,758,582 SH   SOLE   1,758,582 0 0
CERIDIAN HCM HLDG INC COM 15677J108 169,076 3,368,051 SH   SOLE   3,368,051 0 0
COUPA SOFTWARE INC COM 22266L106 397,771 3,141,702 SH   SOLE   3,141,702 0 0
CREE INC COM 225447101 51,222 911,748 SH   SOLE   911,748 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 48,300 707,272 SH   SOLE   707,272 0 0
FACEBOOK INC CL A 30303M102 255,441 1,323,530 SH   SOLE   1,323,530 0 0
FASTLY INC CL A 31188V100 6,083 299,959 SH   SOLE   299,959 0 0
KULICKE & SOFFA INDS INC COM 501242101 36,170 1,603,995 SH   SOLE   1,603,995 0 0
MARRIOTT INTL INC NEW CL A 571903202 98,203 700,000 SH Put SOLE   700,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 204,888 8,583,481 SH   SOLE   8,583,481 0 0
MERCADOLIBRE INC COM 58733R102 114,347 186,912 SH   SOLE   186,912 0 0
MICROSOFT CORP COM 594918104 130,791 976,342 SH   SOLE   976,342 0 0
MIMECAST LTD ORD SHS G14838109 177,397 3,797,844 SH   SOLE   3,797,844 0 0
MONGODB INC CL A 60937P106 181,826 1,195,514 SH   SOLE   1,195,514 0 0
MONOLITHIC PWR SYS INC COM 609839105 54,273 399,714 SH   SOLE   399,714 0 0
NETFLIX INC COM 64110L106 185,000 503,647 SH   SOLE   503,647 0 0
OKTA INC CL A 679295105 231,048 1,870,680 SH   SOLE   1,870,680 0 0
PAGERDUTY INC COM 69553P100 1,411 29,983 SH   SOLE   29,983 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 29,380 753,904 SH   SOLE   753,904 0 0
PAYPAL HLDGS INC COM 70450Y103 186,529 1,629,645 SH   SOLE   1,629,645 0 0
REVOLVE GROUP INC CL A 76156B107 7,782 225,574 SH   SOLE   225,574 0 0
ROKU INC COM CL A 77543R102 109,626 1,210,268 SH   SOLE   1,210,268 0 0
SCIENTIFIC GAMES CORP COM 80874P109 21,174 1,068,315 SH   SOLE   1,068,315 0 0
SEA LTD SPONSORED ADS 81141R100 72,738 2,189,587 SH   SOLE   2,189,587 0 0
SERVICENOW INC COM 81762P102 196,143 714,363 SH   SOLE   714,363 0 0
SHOPIFY INC CL A 82509L107 233,534 778,056 SH   SOLE   778,056 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 28,125 750,000 SH   SOLE   750,000 0 0
SMARTSHEET INC COM CL A 83200N103 243,465 5,030,271 SH   SOLE   5,030,271 0 0
SNAP INC CL A 83304A106 57,975 4,054,209 SH   SOLE   4,054,209 0 0
SQUARE INC CL A 852234103 51,978 716,639 SH   SOLE   716,639 0 0
STONECO LTD COM CL A G85158106 80,708 2,728,476 SH   SOLE   2,728,476 0 0
THE REALREAL INC COM 88339P101 5,780 200,000 SH   SOLE   200,000 0 0
THE TRADE DESK INC COM CL A 88339J105 44,089 193,560 SH   SOLE   193,560 0 0
TWILIO INC CL A 90138F102 230,976 1,693,992 SH   SOLE   1,693,992 0 0
WAYFAIR INC CL A 94419L101 205,070 1,404,590 SH   SOLE   1,404,590 0 0
WORKDAY INC CL A 98138H101 117,790 572,963 SH   SOLE   572,963 0 0
ZENDESK INC COM 98936J101 208,620 2,343,257 SH   SOLE   2,343,257 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 108,258 1,219,254 SH   SOLE   1,219,254 0 0