The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 55,509 | 597,837 | SH | SOLE | 597,837 | 0 | 0 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 30,919 | 61,823 | SH | SOLE | 61,823 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 50,467 | 28,795 | SH | SOLE | 28,795 | 0 | 0 | ||
ANAPLAN INC | COM | 03272L108 | 9,654 | 134,359 | SH | SOLE | 134,359 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 13,157 | 43,091 | SH | SOLE | 43,091 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 30,788 | 112,709 | SH | SOLE | 112,709 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 29,192 | 206,364 | SH | SOLE | 206,364 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 32,481 | 291,942 | SH | SOLE | 291,942 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 32,460 | 90,941 | SH | SOLE | 90,941 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 97,330 | 437,597 | SH | SOLE | 437,597 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 32,125 | 59,411 | SH | SOLE | 59,411 | 0 | 0 | ||
NEW YORK TIMES CO | CL A | 650111107 | 22,858 | 441,533 | SH | SOLE | 441,533 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 25,836 | 332,815 | SH | SOLE | 332,815 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 32,196 | 269,173 | SH | SOLE | 269,173 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 94,067 | 697,565 | SH | SOLE | 697,565 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 13,048 | 54,455 | SH | SOLE | 54,455 | 0 | 0 |