The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ACCELERATE DIAGNOSTICS INC | COM | 00430H102 | 954 | 89,466 | SH | SOLE | 89,466 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 31,877 | 21,750 | SH | SOLE | 21,750 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 45,500 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 99,189 | 1,585,000 | SH | SOLE | 1,585,000 | 0 | 0 | ||
| BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 249,072 | 2,686,856 | SH | SOLE | 2,686,856 | 0 | 0 | ||
| CALLAWAY GOLF CO | COM | 131193104 | 98,933 | 5,168,939 | SH | SOLE | 5,168,939 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 159,943 | 1,315,000 | SH | SOLE | 1,315,000 | 0 | 0 | ||
| EVENTBRITE INC | COM CL A | 29975E109 | 62,895 | 5,796,819 | SH | SOLE | 5,796,819 | 0 | 0 | ||
| F5 NETWORKS INC | COM | 315616102 | 10,435 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 161,069 | 615,000 | SH | SOLE | 615,000 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 239,952 | 1,630,000 | SH | SOLE | 1,630,000 | 0 | 0 | ||
| IAA INC | COM | 449253103 | 127,943 | 2,457,141 | SH | SOLE | 2,457,141 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 162,451 | 1,137,052 | SH | SOLE | 1,137,052 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 107,506 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 10,524 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
| PEGASYSTEMS INC | COM | 705573103 | 218,279 | 1,803,366 | SH | SOLE | 1,803,366 | 0 | 0 | ||
| PROS HOLDINGS INC | COM | 74346Y103 | 13,107 | 410,365 | SH | SOLE | 410,365 | 0 | 0 | ||
| RADWARE LTD | ORD | M81873107 | 106,194 | 4,380,953 | SH | SOLE | 4,380,953 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 48,514 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 165,072 | 4,525,000 | SH | SOLE | 4,525,000 | 0 | 0 | ||
| VARONIS SYS INC | COM | 922280102 | 266,690 | 2,310,604 | SH | SOLE | 2,310,604 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 36,873 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 155,981 | 3,854,230 | SH | SOLE | 3,854,230 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 260,388 | 2,530,000 | SH | SOLE | 2,530,000 | 0 | 0 | ||
| ZOGENIX INC | COM NEW | 98978L204 | 63,652 | 3,550,000 | SH | SOLE | 3,550,000 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 168,720 | 18,500,000 | SH | SOLE | 18,500,000 | 0 | 0 | ||