The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 119,331 | 1,572,207 | SH | SOLE | 1,572,207 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 162,511 | 114,962 | SH | SOLE | 114,962 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 260,932 | 94,581 | SH | SOLE | 94,581 | 0 | 0 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 164,086 | 910,224 | SH | SOLE | 910,224 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 100,041 | 196,144 | SH | SOLE | 196,144 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 259,070 | 1,140,926 | SH | SOLE | 1,140,926 | 0 | 0 | ||
GCI LIBERTY INC | COM CLASS A | 36164V305 | 105,635 | 1,485,308 | SH | SOLE | 1,485,308 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 92,685 | 1,261,880 | SH | SOLE | 1,261,880 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 21,224 | 171,213 | SH | SOLE | 171,213 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM A SIRIUSXM | 531229409 | 26,011 | 753,496 | SH | SOLE | 753,496 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM C SIRIUSXM | 531229607 | 16,998 | 493,420 | SH | SOLE | 493,420 | 0 | 0 | ||
MERCADOLIBRE INC | COM | 58733R102 | 108,221 | 109,783 | SH | SOLE | 109,783 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 85,853 | 188,671 | SH | SOLE | 188,671 | 0 | 0 | ||
PEGASYSTEMS INC | COM | 705573103 | 105,428 | 1,042,083 | SH | SOLE | 1,042,083 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 148,816 | 367,392 | SH | SOLE | 367,392 | 0 | 0 | ||
SMARTSHEET INC | COM CL A | 83200N103 | 190,626 | 3,743,644 | SH | SOLE | 3,743,644 | 0 | 0 | ||
STONECO LTD | COM CL A | G85158106 | 73,437 | 1,894,655 | SH | SOLE | 1,894,655 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 31,245 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 534,072 | 2,434,015 | SH | SOLE | 2,434,015 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 145,089 | 751,097 | SH | SOLE | 751,097 | 0 | 0 | ||
VROOM INC | COM | 92918V109 | 115,842 | 2,221,758 | SH | SOLE | 2,221,758 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 109,610 | 585,022 | SH | SOLE | 585,022 | 0 | 0 |