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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 140,211 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 78,465 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 58,251 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| DARDEN RESTAURANTS INC | COM | 237194105 | 106,017 | 890,000 | SH | SOLE | 890,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 75,628 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | 82,213 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||
| EURONET WORLDWIDE INC | COM | 298736109 | 155,427 | 1,072,500 | SH | SOLE | 1,072,500 | 0 | 0 | ||
| HEALTHEQUITY INC | COM | 42226A107 | 69,710 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 126,696 | 800,000 | SH | SOLE | 0 | 0 | 800,000 | ||
| LOWES COS INC | COM | 548661107 | 28,089 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 167,927 | 755,000 | SH | SOLE | 755,000 | 0 | 0 | ||
| PEGASYSTEMS INC | COM | 705573103 | 76,625 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| PERSPECTA INC | COM | 715347100 | 19,264 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| PLANET FITNESS INC | CL A | 72703H101 | 64,045 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 162,728 | 3,250,000 | SH | SOLE | 0 | 0 | 3,250,000 | ||
| TALEND S A | ADS | 874224207 | 30,672 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 93,088 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 71,400 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 122,012 | 940,000 | SH | SOLE | 0 | 0 | 940,000 | ||