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 |
| 8X8 INC NEW | COM | 282914100 | 22,984 | 1,109,263 | SH | SOLE | 1,109,263 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 1,867 | 6,758 | SH | SOLE | 6,758 | 0 | 0 | ||
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | 78,116 | 472,286 | SH | SOLE | 472,286 | 0 | 0 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 6,039 | 33,377 | SH | SOLE | 33,377 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 159,293 | 1,078,491 | SH | SOLE | 1,078,491 | 0 | 0 | ||
| AVIS BUDGET GROUP INC | COM | 053774105 | 457,510 | 16,189,300 | SH | SOLE | 16,189,300 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 41,602 | 630,336 | SH | SOLE | 630,336 | 0 | 0 | ||
| CITRIX SYS INC | COM | 177376100 | 146,020 | 1,512,847 | SH | SOLE | 1,512,847 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 51,983 | 1,153,131 | SH | SOLE | 1,153,131 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 191,746 | 1,960,192 | SH | SOLE | 1,960,192 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 317,481 | 1,782,799 | SH | SOLE | 1,782,799 | 0 | 0 | ||
| LEVI STRAUSS & CO NEW | CL A COM STK | 52736R102 | 5,712 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 22,835 | 914,486 | SH | SOLE | 914,486 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 274,151 | 1,971,887 | SH | SOLE | 1,971,887 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,132,693 | 4,232,469 | SH | SOLE | 4,232,469 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 186,342 | 5,783,435 | SH | SOLE | 5,783,435 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 8,579 | 542,967 | SH | SOLE | 542,967 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 12,296 | 361,847 | SH | SOLE | 361,847 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 235,880 | 5,725,246 | SH | SOLE | 5,725,246 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 96,621 | 1,357,997 | SH | SOLE | 1,357,997 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 222,154 | 7,449,839 | SH | SOLE | 7,449,839 | 0 | 0 | ||
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 32,244 | 423,147 | SH | SOLE | 423,147 | 0 | 0 | ||