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 | 65,236 | 2,350,000 | SH | SOLE | 2,350,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 180,692 | 74,000 | SH | SOLE | 74,000 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 62,788 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| CONFLUENT INC | CLASS A COM | 20717M103 | 713 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 138,485 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| DARDEN RESTAURANTS INC | COM | 237194105 | 14,599 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DESKTOP METAL INC | COM CL A | 25058X105 | 1,150 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DIDI GLOBAL INC | SPONSORED ADS | 23292E108 | 212 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | 99,314 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 14,383 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 257,305 | 740,000 | SH | SOLE | 740,000 | 0 | 0 | ||
| KOHLS CORP | COM | 500255104 | 38,577 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 303,905 | 1,750,000 | SH | SOLE | 0 | 0 | 1,750,000 | ||
| LORDSTOWN MOTORS CORP | COM CL A | 54405Q100 | 4,424 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 189,630 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| QUALTRICS INTL INC | COM CL A | 747601201 | 47,813 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| SENTINELONE INC | CL A | 81730H109 | 850 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 72,320 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 175,461 | 2,575,000 | SH | SOLE | 0 | 0 | 2,575,000 | ||
| TALEND S A | ADS | 874224207 | 4,592 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 130,073 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 109,326 | 2,850,000 | SH | SOLE | 2,850,000 | 0 | 0 | ||
| WENDYS CO | COM | 95058W100 | 23,420 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 89,528 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 116,109 | 950,000 | SH | SOLE | 0 | 0 | 950,000 | ||