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 | 29,238 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 189,820 | 71,000 | SH | SOLE | 71,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 53,470 | 20,000 | SH | Put | SOLE | 0 | 0 | 20,000 | |
| AMAZON COM INC | COM | 023135106 | 90,339 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 60,890 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 89,870 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| DISH NETWORK CORPORATION | CL A | 25470M109 | 52,152 | 1,200,000 | SH | Call | SOLE | 0 | 0 | 1,200,000 | |
| DOMO INC | COM CL B | 257554105 | 54,886 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | 99,358 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 35,563 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 63,896 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| KOHLS CORP | COM | 500255104 | 82,408 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 315,178 | 1,825,000 | SH | SOLE | 0 | 0 | 1,825,000 | ||
| MICROSOFT CORP | COM | 594918104 | 155,056 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| QUALTRICS INTL INC | COM CL A | 747601201 | 51,288 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 72,261 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 190,215 | 2,575,000 | SH | SOLE | 0 | 0 | 2,575,000 | ||
| TWILIO INC | CL A | 90138F102 | 103,691 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 119,577 | 3,450,000 | SH | SOLE | 3,450,000 | 0 | 0 | ||
| WEBER INC | CL A | 94770D102 | 2,639 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| WENDYS CO | COM | 95058W100 | 4,087 | 188,512 | SH | SOLE | 188,512 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 130,007 | 1,475,000 | SH | SOLE | 0 | 0 | 1,475,000 | ||