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 C 02079K107 70,695 50,010 SH   SOLE   50,010 0 0
AMAZON COM INC COM 023135106 102,297 37,080 SH   SOLE   37,080 0 0
AUTODESK INC COM 052769106 80,727 337,500 SH   SOLE   337,500 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 34,408 468,200 SH   SOLE   468,200 0 0
DROPBOX INC CL A 26210C104 50,511 2,320,213 SH   SOLE   2,320,213 0 0
FACEBOOK INC CL A 30303M102 76,778 338,123 SH   SOLE   338,123 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 1,751 1,242,144 SH   SOLE   1,242,144 0 0
NETFLIX INC COM 64110L106 86,139 189,300 SH   SOLE   189,300 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 48,856 845,700 SH   SOLE   845,700 0 0
SALESFORCE COM INC COM 79466L302 67,476 360,200 SH   SOLE   360,200 0 0
SCHRODINGER INC COM 80810D103 84,967 927,890 SH   SOLE   927,890 0 0
SHAKE SHACK INC CL A 819047101 37,275 703,574 SH   SOLE   703,574 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 56,596 405,500 SH   SOLE   405,500 0 0
UBER TECHNOLOGIES INC COM 90353T100 66,729 2,147,014 SH   SOLE   2,147,014 0 0
VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 22,693 457,700 SH   SOLE   457,700 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 118,295 2,053,374 SH   SOLE   2,053,374 0 0