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 |
| CARVANA CO | CL A | 146869102 | 47,601 | 157,714 | SH | SOLE | 157,714 | 0 | 0 | ||
| Casper Sleep Inc | COMMON STOCKS | 147626105 | 1,775 | 215,500 | SH | SOLE | 215,500 | 0 | 0 | ||
| COUPA SOFTWARE INC | COMMON STOCKS | 22266L106 | 7,772 | 29,651 | SH | SOLE | 29,651 | 0 | 0 | ||
| CROWDSTRIKE HOLDINGS INC - A | CL A | 22788C105 | 30,853 | 122,767 | SH | SOLE | 122,767 | 0 | 0 | ||
| Eargo | COMMON STOCKS | 270087109 | 3,052 | 76,481 | SH | SOLE | 76,481 | 0 | 0 | ||
| EURONET WORLDWIDE INC | COMMON STOCKS | 298736109 | 29,212 | 215,826 | SH | SOLE | 215,826 | 0 | 0 | ||
| FIREEYE INC | COMMON STOCKS | 31816Q101 | 2,872 | 142,035 | SH | SOLE | 142,035 | 0 | 0 | ||
| I3 VERTICALS INC-CLASS A | COMMON CL A | 46571Y107 | 10,638 | 352,002 | SH | SOLE | 352,002 | 0 | 0 | ||
| LAM RESEARCH CORP | COMMON STOCKS | 512807108 | 50,380 | 77,424 | SH | SOLE | 77,424 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 26,240 | 449,846 | SH | SOLE | 449,846 | 0 | 0 | ||
| MERCADOLIBRE INC | COMMON STOCKS | 58733R102 | 68,683 | 44,090 | SH | SOLE | 44,090 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COMMON STOCKS | 595112103 | 45,298 | 533,048 | SH | SOLE | 533,048 | 0 | 0 | ||
| NUTANIX INC - A | CL A | 67059N108 | 81,487 | 2,132,048 | SH | SOLE | 2,132,048 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COMMON STOCKS | 697435105 | 61,938 | 166,927 | SH | SOLE | 166,927 | 0 | 0 | ||
| PELOTON INTERACTIVE INC-A | CL A COM | 70614W100 | 47,103 | 379,801 | SH | SOLE | 379,801 | 0 | 0 | ||
| SALESFORCE.COM INC | COMMON STOCKS | 79466L302 | 38,945 | 159,436 | SH | SOLE | 159,436 | 0 | 0 | ||
| SMART GLOBAL HOLDINGS INC | SHS | G8232Y101 | 30,523 | 640,172 | SH | SOLE | 640,172 | 0 | 0 | ||
| Uber | COMMON STOCKS | 90353T900 | 1,692 | 33,750 | SH | SOLE | 33,750 | 0 | 0 | ||
| ZENDESK INC | COMMON STOCKS | 98936J101 | 18,936 | 131,191 | SH | SOLE | 131,191 | 0 | 0 | ||