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
8X8 INC NEW COM 282914100 67,743 2,810,913 SH   SOLE   2,810,913 0 0
ALTAIR ENGR INC COM CL A 021369103 24,969 618,192 SH   SOLE   618,192 0 0
AMAZON COM INC COM 023135106 65,033 34,343 SH   SOLE   34,343 0 0
CDK GLOBAL INC COM 12508E101 23,938 484,173 SH   SOLE   484,173 0 0
CLOUDERA INC COM 18914U100 16,071 3,055,399 SH   SOLE   3,055,399 0 0
CLOUDERA INC COM 18914U100 27,464 5,221,300 SH Call SOLE   5,221,300 0 0
DISNEY WALT CO COM DISNEY 254687106 118,141 846,040 SH   SOLE   846,040 0 0
FIVE9 INC COM 338307101 62,644 1,221,373 SH   SOLE   1,221,373 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 14,296 141,015 SH   SOLE   141,015 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 55,496 617,926 SH   SOLE   617,926 0 0
LIVERAMP HLDGS INC COM 53815P108 61,332 1,265,104 SH   SOLE   1,265,104 0 0
LYFT INC CL A COM 55087P104 1,464 22,281 SH   SOLE   22,281 0 0
LYFT INC CL A COM 55087P104 15,882 241,700 SH Call SOLE   241,700 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 81,989 3,434,811 SH   SOLE   3,434,811 0 0
NETFLIX INC COM 64110L106 57,793 157,337 SH   SOLE   157,337 0 0
NEWS CORP NEW CL A 65249B109 52,981 3,927,425 SH   SOLE   3,927,425 0 0
PINTEREST INC CL A 72352L106 2,340 85,967 SH   SOLE   85,967 0 0
PINTEREST INC CL A 72352L106 31,145 1,144,200 SH Call SOLE   1,144,200 0 0
QORVO INC COM 74736K101 29,122 437,202 SH   SOLE   437,202 0 0
QORVO INC COM 74736K101 16,406 246,300 SH Call SOLE   246,300 0 0
QUALCOMM INC COM 747525103 49,871 655,600 SH Call SOLE   655,600 0 0
SQUARE INC CL A 852234103 33,960 468,222 SH   SOLE   468,222 0 0
STITCH FIX INC COM CL A 860897107 63,754 1,992,949 SH   SOLE   1,992,949 0 0
SVMK INC COM 78489X103 61,944 3,751,937 SH   SOLE   3,751,937 0 0
SYMANTEC CORP COM 871503108 69,539 3,195,745 SH   SOLE   3,195,745 0 0
SYNAPTICS INC COM 87157D109 559 19,167 SH   SOLE   19,167 0 0
T MOBILE US INC COM 872590104 16,681 224,999 SH   SOLE   224,999 0 0
VERINT SYS INC COM 92343X100 52,781 981,425 SH   SOLE   981,425 0 0
VIACOM INC NEW CL B 92553P201 75,993 2,544,120 SH   SOLE   2,544,120 0 0
WAYFAIR INC CL A 94419L101 26,614 182,289 SH   SOLE   182,289 0 0
WAYFAIR INC CL A 94419L101 28,631 196,100 SH Call SOLE   196,100 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 85,315 1,839,075 SH   SOLE   1,839,075 0 0
ZYNGA INC CL A 98986T108 108,049 17,626,302 SH   SOLE   17,626,302 0 0