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
ADT INC DEL COM 00090Q103 53,153 6,505,930 SH   SOLE   6,505,930 0 0
ALTICE USA INC CL A 02156K103 59,672 2,295,062 SH   SOLE   2,295,062 0 0
AMAZON COM INC COM 023135106 93,439 29,675 SH   SOLE   29,675 0 0
BILL COM HLDGS INC COM 090043100 18,031 179,748 SH   SOLE   179,748 0 0
BLACKBAUD INC COM 09227Q100 34,309 614,519 SH   SOLE   614,519 0 0
CARGURUS INC COM CL A 141788109 12,382 572,440 SH   SOLE   572,440 0 0
CARGURUS INC COM CL A 141788109 31,165 1,440,800 SH Call SOLE   1,440,800 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 78,942 2,171,114 SH   SOLE   2,171,114 0 0
DISH NETWORK CORPORATION CL A 25470M109 74,140 2,553,900 SH Call SOLE   2,553,900 0 0
DISH NETWORK CORPORATION CL A 25470M109 5,937 204,499 SH   SOLE   204,499 0 0
DISNEY WALT CO COM DISNEY 254687106 12,047 97,087 SH   SOLE   97,087 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 14,944 328,956 SH   SOLE   328,956 0 0
ECHOSTAR CORP CL A 278768106 24,743 994,102 SH   SOLE   994,102 0 0
ETSY INC COM 29786A106 83,694 688,100 SH   SOLE   688,100 0 0
FARO TECHNOLOGIES INC COM 311642102 13,033 213,734 SH   SOLE   213,734 0 0
GREEN DOT CORP CL A 39304D102 68,741 1,358,253 SH   SOLE   1,358,253 0 0
GRUBHUB INC COM 400110102 72,963 1,008,747 SH   SOLE   1,008,747 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 27,184 260,703 SH   SOLE   260,703 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 67,109 445,965 SH   SOLE   445,965 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 69,597 1,753,079 SH   SOLE   1,753,079 0 0
NETFLIX INC COM 64110L106 57,753 115,500 SH Call SOLE   115,500 0 0
NETFLIX INC COM 64110L106 750 1,500 SH   SOLE   1,500 0 0
NEW RELIC INC COM 64829B100 72,101 1,279,302 SH   SOLE   1,279,302 0 0
NEWS CORP NEW CL A 65249B109 107,404 7,660,801 SH   SOLE   7,660,801 0 0
NORTONLIFELOCK INC COM 668771108 103,953 4,988,124 SH   SOLE   4,988,124 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 175,029 5,273,554 SH   SOLE   5,273,554 0 0
NXP SEMICONDUCTORS N V COM N6596X109 32,844 263,152 SH   SOLE   263,152 0 0
PAYPAL HLDGS INC COM 70450Y103 82,293 417,668 SH   SOLE   417,668 0 0
QORVO INC COM 74736K101 89,553 694,159 SH   SOLE   694,159 0 0
QUALCOMM INC COM 747525103 49,452 420,222 SH   SOLE   420,222 0 0
RINGCENTRAL INC CL A 76680R206 87,260 317,760 SH   SOLE   317,760 0 0
SPLUNK INC COM 848637104 51,749 275,072 SH   SOLE   275,072 0 0
STITCH FIX INC COM CL A 860897107 57,260 2,110,561 SH   SOLE   2,110,561 0 0
TRIMBLE INC COM 896239100 78,821 1,618,510 SH   SOLE   1,618,510 0 0
WAYFAIR INC CL A 94419L101 1,215 4,176 SH   SOLE   4,176 0 0
WAYFAIR INC CL A 94419L101 18,596 63,900 SH Call SOLE   63,900 0 0
WORKDAY INC CL A 98138H101 155,175 721,307 SH   SOLE   721,307 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 34,406 850,150 SH   SOLE   850,150 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 236,285 2,325,865 SH   SOLE   2,325,865 0 0
ZYNGA INC CL A 98986T108 53,717 5,890,009 SH   SOLE   5,890,009 0 0