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 |
| AMAZON COM INC | COM | 023135106 | 27,508 | 259,000 | SH | SOLE | 259,000 | 0 | 0 | ||
| BLOCK INC | CL A | 852234103 | 77,916 | 1,267,755 | SH | SOLE | 1,267,755 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 63,934 | 36,555 | SH | SOLE | 36,555 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 71,346 | 3,319,957 | SH | SOLE | 3,319,957 | 0 | 0 | ||
| CCC INTELLIGENT SOLUTIONS HL | COM | 12510Q100 | 72,910 | 7,925,000 | SH | SOLE | 7,925,000 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 102,261 | 1,122,024 | SH | SOLE | 1,122,024 | 0 | 0 | ||
| GREEN DOT CORP | CL A | 39304D102 | 46,731 | 1,861,039 | SH | SOLE | 1,861,039 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 16,303 | 42,298 | SH | SOLE | 42,298 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 69,436 | 1,595,140 | SH | SOLE | 1,595,140 | 0 | 0 | ||
| MOMENTIVE GLOBAL INC | COM | 60878Y108 | 30,824 | 3,502,697 | SH | SOLE | 3,502,697 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 67,586 | 386,493 | SH | SOLE | 386,493 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 126,308 | 2,523,634 | SH | SOLE | 2,523,634 | 0 | 0 | ||
| NEWS CORP NEW | CL A | 65249B109 | 52,894 | 3,394,963 | SH | SOLE | 3,394,963 | 0 | 0 | ||
| OUTFRONT MEDIA INC | COM | 69007J106 | 50,781 | 2,995,933 | SH | SOLE | 2,995,933 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 43,002 | 455,919 | SH | SOLE | 455,919 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 80,988 | 490,717 | SH | SOLE | 490,717 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 73,102 | 543,347 | SH | SOLE | 543,347 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 24,655 | 1,385,140 | SH | SOLE | 1,385,140 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 34,850 | 177,000 | SH | SOLE | 177,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 67,487 | 483,500 | SH | SOLE | 483,500 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 52,111 | 703,535 | SH | SOLE | 703,535 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 23,370 | 736,078 | SH | SOLE | 736,078 | 0 | 0 | ||