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
CHARLES SCHWAB CORP NEW COMMON STOCK 808513105 21,477 329,503 SH   SOLE   329,503 0 0
TWILIO INC COMMON STOCK 90138F102 19,812 58,142 SH   SOLE   58,142 0 0
PAYPAL HOLDINGS INC COMMON STOCK 70450Y103 19,480 80,217 SH   SOLE   80,217 0 0
UBER TECHNOLOGIES INC COMMON STOCK 90353T100 19,231 352,792 SH   SOLE   352,792 0 0
WALT DISNEY CO COMMON STOCK 254687106 19,041 103,190 SH   SOLE   103,190 0 0
ALPHABET INC COMMON STOCK 02079K107 18,764 9,071 SH   SOLE   9,071 0 0
BOOKING HOLDINGS INC COMMON STOCK 09857L108 18,261 7,838 SH   SOLE   7,838 0 0
FACEBOOK INC COMMON STOCK 30303M102 17,939 60,906 SH   SOLE   60,906 0 0
PROSHARES TRUST COMMON STOCK 74347B425 17,351 1,035,289 SH   SOLE   1,035,289 0 0
APPLE INC COMMON STOCK 037833100 17,275 141,427 SH   SOLE   141,427 0 0
MICROSOFT CORP COMMON STOCK 594918104 17,225 73,058 SH   SOLE   73,058 0 0
TRANSDIGM GROUP INCORPORATED COMMON STOCK 893641100 17,188 29,236 SH   SOLE   29,236 0 0
AUTODESK INC COMMON STOCK 052769106 16,974 61,245 SH   SOLE   61,245 0 0
NETFLIX COM INC COMMON STOCK 64110L106 16,746 32,101 SH   SOLE   32,101 0 0
SERVICENOW INC COMMON STOCK 81762P102 16,619 33,230 SH   SOLE   33,230 0 0
MASTERCARD INCORPORATED COMMON STOCK 57636Q104 16,612 46,657 SH   SOLE   46,657 0 0
AMAZON.COM INC COMMON STOCK 023135106 16,479 5,326 SH   SOLE   5,326 0 0
SHOPIFY INC COMMON STOCK 82509L107 16,144 14,590 SH   SOLE   14,590 0 0
VISA INC COMMON STOCK 92826C839 16,002 75,576 SH   SOLE   75,576 0 0
CHARTER COMMUNICATIONS INC COMMON STOCK 16119P108 15,911 25,786 SH   SOLE   25,786 0 0
FIDELITY NATIONAL INFORMATION COMMON STOCK 31620M106 15,570 110,731 SH   SOLE   110,731 0 0
UPWORK INC COMMON STOCK 91688F104 6,979 155,884 SH   SOLE   155,884 0 0
PROSHARES TR COMMON STOCK 74348A210 6,603 299,590 SH   SOLE   299,590 0 0
FIVE BELOW INC COMMON STOCK 33829M101 5,952 31,195 SH   SOLE   31,195 0 0
SS&C TECHNOLOGIES HOLDINGS INC COMMON STOCK 78467J100 5,881 84,177 SH   SOLE   84,177 0 0
BILL.COM HOLDINGS INC COMMON STOCK 090043100 5,744 39,478 SH   SOLE   39,478 0 0
NEW YORK TIMES CO-CL A COMMON STOCK 650111107 5,648 111,577 SH   SOLE   111,577 0 0
PAR TECHNOLOGY CORP COMMON STOCK 698884103 5,581 85,321 SH   SOLE   85,321 0 0
FLOOR & DECOR HOLDINGS INC COMMON STOCK 339750101 5,561 58,238 SH   SOLE   58,238 0 0
FRONTDOOR INC COMMON STOCK 35905A109 5,538 103,036 SH   SOLE   103,036 0 0
ROKU INC COMMON STOCK 77543R102 5,405 16,593 SH   SOLE   16,593 0 0
REDFIN CORPORATION COMMON STOCK 75737F108 5,263 79,041 SH   SOLE   79,041 0 0
CROWDSTRIKE HOLDINGS INC COMMON STOCK 22788C105 5,149 28,210 SH   SOLE   28,210 0 0
SMARTSHEET INC COMMON STOCK 83200N103 5,039 78,826 SH   SOLE   78,826 0 0
SHARPSPRING INC COMMON STOCK 820054104 4,940 308,738 SH   SOLE   308,738 0 0
GUIDEWIRE SOFTWARE INC COMMON STOCK 40171V100 4,843 47,649 SH   SOLE   47,649 0 0
CARGURUS INC COMMON STOCK 141788109 4,518 189,604 SH   SOLE   189,604 0 0
ELASTIC N V COMMON STOCK N14506104 4,255 38,267 SH   SOLE   38,267 0 0
ANAPLAN INC COMMON STOCK 03272L108 4,251 78,948 SH   SOLE   78,948 0 0
FASTLY INC COMMON STOCK 31188V100 4,008 59,578 SH   SOLE   59,578 0 0
GAN LIMITED COMMON STOCK G3728V109 3,494 191,983 SH   SOLE   191,983 0 0
POSHMARK INC COMMON STOCK 73739W104 3,448 84,914 SH   SOLE   84,914 0 0