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 | 121,676 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 183,389 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 57,313 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| BIG 5 SPORTING GOODS CORP | COM | 08915P101 | 3,802 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 65,590 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 85,155 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| DISH NETWORK CORPORATION | CL A | 25470M109 | 22,708 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| DISH NETWORK CORPORATION | CL A | 25470M109 | 38,928 | 1,200,000 | SH | Call | SOLE | 1,200,000 | 0 | 0 | |
| DOMO INC | COM CL B | 257554105 | 34,720 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | 51,298 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 65,227 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| HASHICORP INC | COM CL A | 418100103 | 9,104 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| KKR ACQUISITION HOLDING I CO | COM CLASS A | 48253T109 | 19,772 | 2,030,000 | SH | SOLE | 2,030,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 281,925 | 1,750,000 | SH | SOLE | 0 | 0 | 1,750,000 | ||
| MICROSOFT CORP | COM | 594918104 | 218,608 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 89,068 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 72,897 | 1,550,000 | SH | SOLE | 0 | 0 | 1,550,000 | ||
| TWILIO INC | CL A | 90138F102 | 60,568 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 125,388 | 3,600,000 | SH | SOLE | 3,600,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 133,766 | 2,095,000 | SH | SOLE | 0 | 0 | 2,095,000 | ||