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
AMAZON COM INC COM 023135106 57,712 29,600 SH Call SOLE   29,600 0 0
AMAZON COM INC COM 023135106 53,545 27,463 SH   SOLE   27,463 0 0
BOX INC CL A 10316T104 352 25,050 SH   SOLE   25,050 0 0
CARGURUS INC COM CL A 141788109 9,160 483,643 SH   SOLE   483,643 0 0
COMCAST CORP NEW CL A 20030N101 43,864 1,275,868 SH   SOLE   1,275,868 0 0
COMCAST CORP NEW CL A 20030N101 31,427 914,100 SH Call SOLE   914,100 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 48,241 1,519,394 SH   SOLE   1,519,394 0 0
DISNEY WALT CO COM DISNEY 254687106 290 3,000 SH   SOLE   3,000 0 0
DISNEY WALT CO COM DISNEY 254687106 93,905 972,100 SH Call SOLE   972,100 0 0
ECHOSTAR CORP CL A 278768106 39,659 1,240,509 SH   SOLE   1,240,509 0 0
ELECTRONIC ARTS INC COM 285512109 43,832 437,572 SH   SOLE   437,572 0 0
GRUBHUB INC COM 400110102 645 15,847 SH   SOLE   15,847 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 33,283 419,651 SH   SOLE   419,651 0 0
IMAX CORP COM 45245E109 2,244 247,940 SH   SOLE   247,940 0 0
INTUIT COM 461202103 7,056 30,680 SH   SOLE   30,680 0 0
LIVEPERSON INC COM 538146101 20,718 910,668 SH   SOLE   910,668 0 0
LIVERAMP HLDGS INC COM 53815P108 12,022 365,195 SH   SOLE   365,195 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 20,038 94,781 SH   SOLE   94,781 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 53,890 2,381,360 SH   SOLE   2,381,360 0 0
NETFLIX INC COM 64110L106 96,874 257,988 SH   SOLE   257,988 0 0
NEW RELIC INC COM 64829B100 4,359 94,260 SH   SOLE   94,260 0 0
NEWS CORP NEW CL A 65249B109 50,254 5,599,310 SH   SOLE   5,599,310 0 0
NORTONLIFELOCK INC COM 668771108 41,082 2,195,700 SH   SOLE   2,195,700 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 116,157 6,922,376 SH   SOLE   6,922,376 0 0
ORACLE CORP COM 68389X105 12,922 267,373 SH   SOLE   267,373 0 0
ORACLE CORP COM 68389X105 198,375 4,104,600 SH Call SOLE   4,104,600 0 0
PAYPAL HLDGS INC COM 70450Y103 44,262 462,319 SH   SOLE   462,319 0 0
QORVO INC COM 74736K101 46,230 573,356 SH   SOLE   573,356 0 0
RINGCENTRAL INC CL A 76680R206 27,265 128,664 SH   SOLE   128,664 0 0
SPLUNK INC COM 848637104 40,012 316,975 SH   SOLE   316,975 0 0
SPLUNK INC COM 848637104 18,796 148,900 SH Call SOLE   148,900 0 0
STITCH FIX INC COM CL A 860897107 9,232 726,964 SH   SOLE   726,964 0 0
STITCH FIX INC COM CL A 860897107 7,398 582,500 SH Call SOLE   582,500 0 0
SVMK INC COM 78489X103 20,816 1,540,820 SH   SOLE   1,540,820 0 0
SYNAPTICS INC COM 87157D109 4,616 79,770 SH   SOLE   79,770 0 0
SYNAPTICS INC COM 87157D109 22,234 384,200 SH Put SOLE   384,200 0 0
WESTERN DIGITAL CORP. COM 958102105 27,668 664,766 SH   SOLE   664,766 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 15,917 469,124 SH   SOLE   469,124 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 16,130 475,400 SH Call SOLE   475,400 0 0
XEROX HOLDINGS CORP COM NEW 98421M106 20,698 1,092,801 SH   SOLE   1,092,801 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 42,644 1,183,910 SH   SOLE   1,183,910 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 14,303 97,884 SH   SOLE   97,884 0 0
ZYNGA INC CL A 98986T108 57,462 8,388,681 SH   SOLE   8,388,681 0 0