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 50,661 6,453,676 SH   SOLE   6,453,676 0 0
ADVANCED MICRO DEVICES INC COM 007903107 61,426 669,790 SH   SOLE   669,790 0 0
ALTICE USA INC CL A 02156K103 36,246 957,119 SH   SOLE   957,119 0 0
AMAZON COM INC COM 023135106 96,649 29,675 SH   SOLE   29,675 0 0
AVAYA HLDGS CORP COM 05351X101 101,245 5,286,927 SH   SOLE   5,286,927 0 0
BILL COM HLDGS INC COM 090043100 20,359 149,153 SH   SOLE   149,153 0 0
CARGURUS INC COM CL A 141788109 88,856 2,800,386 SH   SOLE   2,800,386 0 0
CERIDIAN HCM HLDG INC COM 15677J108 40,664 381,606 SH   SOLE   381,606 0 0
CHEWY INC CL A 16679L109 12,120 134,835 SH   SOLE   134,835 0 0
CIRRUS LOGIC INC COM 172755100 51,835 630,600 SH   SOLE   630,600 0 0
CORELOGIC INC COM 21871D103 5,943 76,860 SH   SOLE   76,860 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 126,422 2,870,609 SH   SOLE   2,870,609 0 0
DISH NETWORK CORPORATION CL A 25470M109 3,533 109,232 SH   SOLE   109,232 0 0
DISNEY WALT CO COM 254687106 24,219 133,673 SH   SOLE   133,673 0 0
DOORDASH INC CL A 25809K105 714 5,000 SH   SOLE   5,000 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 12,678 292,787 SH   SOLE   292,787 0 0
ECHOSTAR CORP CL A 278768106 21,621 1,020,329 SH   SOLE   1,020,329 0 0
ETSY INC COM 29786A106 122,420 688,100 SH   SOLE   688,100 0 0
GREEN DOT CORP CL A 39304D102 54,233 971,919 SH   SOLE   971,919 0 0
GRUBHUB INC COM 400110102 81,808 1,101,500 SH   SOLE   1,101,500 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 54,492 295,989 SH   SOLE   295,989 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 97,514 2,051,197 SH   SOLE   2,051,197 0 0
NCR CORP NEW COM 62886E108 106,729 2,840,805 SH   SOLE   2,840,805 0 0
NETFLIX INC COM 64110L106 811 1,500 SH   SOLE   1,500 0 0
NEW RELIC INC COM 64829B100 60,782 929,390 SH   SOLE   929,390 0 0
NEWS CORP NEW CL A 65249B109 202,608 11,274,797 SH   SOLE   11,274,797 0 0
NORTONLIFELOCK INC COM 668771108 65,984 3,175,343 SH   SOLE   3,175,343 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 117,090 2,655,696 SH   SOLE   2,655,696 0 0
QORVO INC COM 74736K101 83,013 499,264 SH   SOLE   499,264 0 0
QUALCOMM INC COM 747525103 43,433 285,103 SH   SOLE   285,103 0 0
REDFIN CORP COM 75737F108 89,448 1,303,338 SH   SOLE   1,303,338 0 0
RINGCENTRAL INC CL A 76680R206 75,794 200,000 SH   SOLE   200,000 0 0
SPLUNK INC COM 848637104 33,563 197,557 SH   SOLE   197,557 0 0
STITCH FIX INC COM CL A 860897107 153,855 2,620,150 SH   SOLE   2,620,150 0 0
TRIMBLE INC COM 896239100 87,981 1,317,671 SH   SOLE   1,317,671 0 0
TWITTER INC COM 90184L102 10,180 187,992 SH   SOLE   187,992 0 0
WORKDAY INC CL A 98138H101 127,588 532,484 SH   SOLE   532,484 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 283,841 2,186,755 SH   SOLE   2,186,755 0 0
ZYNGA INC CL A 98986T108 10,093 1,022,641 SH   SOLE   1,022,641 0 0