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
ALPHABET INC CLASS A COMMON STOCK COM 02079K305 9,075,088 4,400 SH   SOLE   4,400 0 0
AMERICAN EXPRESS COMPANY COM 025816109 6,958,848 49,200 SH   SOLE   49,200 0 0
ANALOG DEVICES COM 032654105 4,838,496 31,200 SH   SOLE   31,200 0 0
BLACKROCK INC COM 09247X101 4,222,176 5,600 SH   SOLE   5,600 0 0
CHARTER COMMUNICATIONS INC COM 16119P108 7,774,452 12,600 SH   SOLE   12,600 0 0
CLOUDFLARE INC - CLASS A COM 18915M107 4,623,108 65,800 SH   SOLE   65,800 0 0
EVENTBRITE INC-CLASS A COM 29975E109 2,640,165 119,141 SH   SOLE   119,141 0 0
FACEBOOK INC COM 30303M102 8,482,464 28,800 SH   SOLE   28,800 0 0
FIDELITY NATIONAL INFORMATION SERVICES COM 31620M106 10,475,445 74,500 SH   SOLE   74,500 0 0
INTUIT INC COM 461202103 8,005,954 20,900 SH   SOLE   20,900 0 0
JPMORGAN CHASE & CO COM 46625H100 4,155,879 27,300 SH   SOLE   27,300 0 0
LYFT INC-A COM 55087P104 3,102,138 49,100 SH   SOLE   49,100 0 0
MASTERCARD INCORPORATED COM 57636Q104 8,295,965 23,300 SH   SOLE   23,300 0 0
MATCH GROUP INC COM 57667L107 3,036,098 22,100 SH   SOLE   22,100 0 0
MICRON TECHNOLOGY INC COM 595112103 3,449,011 39,100 SH   SOLE   39,100 0 0
MICROSOFT CORPORATION COM 594918104 5,823,519 24,700 SH   SOLE   24,700 0 0
NETFLIX INC COM 64110L106 3,148,218 6,035 SH   SOLE   6,035 0 0
NIKE INC CL B COM 654106103 9,950,537 74,878 SH   SOLE   74,878 0 0
SALESFORCE COM COM 79466L302 10,868,931 51,300 SH   SOLE   51,300 0 0
SBA COMMS CORP COM 78410G104 5,578,755 20,100 SH   SOLE   20,100 0 0
SERVICENOW COM 81762P102 9,852,167 19,700 SH   SOLE   19,700 0 0
STARBUCKS CORP COM 855244109 5,911,507 54,100 SH   SOLE   54,100 0 0
TAIWAN SEMICONDUCTOR MANUFACTU ADR COM 874039100 7,806,480 66,000 SH   SOLE   66,000 0 0
TAKE TWO COM 874054109 1,466,610 8,300 SH   SOLE   8,300 0 0
THE BOEING COMPANY COM 097023105 5,631,604 22,109 SH   SOLE   22,109 0 0
T-MOBILE US INC COM STK COM 872590104 10,749,882 85,800 SH   SOLE   85,800 0 0
UBER TECHNOLOGIES INC COM 90353T100 3,886,563 71,300 SH   SOLE   71,300 0 0
WALT DISNEY CO COM 254687106 2,029,720 11,000 SH   SOLE   11,000 0 0