FORM 13F INFORMATION TABLE
| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | VALUE (X$1000) | SHRS or PRN AMT | SH or PRN | PUT / CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | ||
| SOLE | SHARED | NONE | |||||||||
| ADOBE SYS INC | COM | 00724F101 | 5510 | 25500 | SH | - | SOLE | - | 25500 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 54479 | 52800 | SH | - | SOLE | - | 52800 | 0 | 0 |
| ALTERYX INC | COM CL A | 02156B103 | 734 | 21500 | SH | - | SOLE | - | 21500 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | 32855 | 22700 | SH | - | SOLE | - | 22700 | 0 | 0 |
| ANSYS INC | COM | 03662Q105 | 1880 | 12000 | SH | - | SOLE | - | 12000 | 0 | 0 |
| APPIAN CORP | CL A | 03782L101 | 353 | 14000 | SH | - | SOLE | - | 14000 | 0 | 0 |
| ATLASSIAN CORP PLC | CL A | G06242104 | 1051 | 19500 | SH | - | SOLE | - | 19500 | 0 | 0 |
| AUTODESK INC | COM | 052769106 | 8539 | 68000 | SH | - | SOLE | - | 68000 | 0 | 0 |
| CARGURUS INC | COM CL A | 141788109 | 308 | 8000 | SH | - | SOLE | - | 8000 | 0 | 0 |
| CHURCHILL DOWNS INC | COM | 171484108 | 220 | 900 | SH | - | SOLE | - | 900 | 0 | 0 |
| COTT CORP QUE | COM | 22163N106 | 1840 | 125000 | SH | - | SOLE | - | 125000 | 0 | 0 |
| COUPA SOFTWARE INC | COM | 22266L106 | 912 | 20000 | SH | - | SOLE | - | 20000 | 0 | 0 |
| FACEBOOK INC | CL A | 30303M102 | 24288 | 152000 | SH | - | SOLE | - | 152000 | 0 | 0 |
| FACEBOOK INC | CL A | 30303M102 | 27164 | 170000 | SH | Call | SOLE | - | 170000 | 0 | 0 |
| GODADDY INC | CL A | 380237107 | 5282 | 86000 | SH | - | SOLE | - | 86000 | 0 | 0 |
| GTT COMMUNICATIONS INC | COM | 362393100 | 11625 | 205025 | SH | - | SOLE | - | 205025 | 0 | 0 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 323 | 4000 | SH | - | SOLE | - | 4000 | 0 | 0 |
| JD COM INC | SPON ADR CL A | 47215P106 | 729 | 18000 | SH | - | SOLE | - | 18000 | 0 | 0 |
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 735 | 18000 | SH | - | SOLE | - | 18000 | 0 | 0 |
| LIBERTY MEDIA CORP DELAWARE | COM SER A FRMLA | 531229870 | 351 | 12000 | SH | - | SOLE | - | 12000 | 0 | 0 |
| MCCORMICK & CO INC | COM NON VTG | 579780206 | 213 | 2000 | SH | - | SOLE | - | 2000 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | 182440 | 1998900 | SH | - | SOLE | - | 1998900 | 0 | 0 |
| MIMECAST LTD | ORD SHS | G14838109 | 850 | 24000 | SH | - | SOLE | - | 24000 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 | 2658 | 9000 | SH | - | SOLE | - | 9000 | 0 | 0 |
| NEW YORK TIMES CO | CL A | 650111107 | 2314 | 96000 | SH | - | SOLE | - | 96000 | 0 | 0 |
| NEWS CORP NEW | CL A | 65249B109 | 379 | 24000 | SH | - | SOLE | - | 24000 | 0 | 0 |
| OKTA INC | CL A | 679295105 | 638 | 16000 | SH | - | SOLE | - | 16000 | 0 | 0 |
| PEGASYSTEMS INC | COM | 705573103 | 1698 | 28000 | SH | - | SOLE | - | 28000 | 0 | 0 |
| SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 621 | 30000 | SH | - | SOLE | - | 30000 | 0 | 0 |
| SALESFORCE COM INC | COM | 79466L302 | 3838 | 33000 | SH | - | SOLE | - | 33000 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 | 5129 | 31000 | SH | - | SOLE | - | 31000 | 0 | 0 |
| SPLUNK INC | COM | 848637104 | 1574 | 16000 | SH | - | SOLE | - | 16000 | 0 | 0 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 4498 | 46000 | SH | - | SOLE | - | 46000 | 0 | 0 |
| TRANSDIGM GROUP INC | COM | 893641100 | 1842 | 6000 | SH | - | SOLE | - | 6000 | 0 | 0 |
| TWITTER INC | COM | 90184L102 | 3481 | 120000 | SH | - | SOLE | - | 120000 | 0 | 0 |
| WORKDAY INC | CL A | 98138H101 | 1017 | 8000 | SH | - | SOLE | - | 8000 | 0 | 0 |
| ZENDESK INC | COM | 98936J101 | 766 | 16000 | SH | - | SOLE | - | 16000 | 0 | 0 |
[Repeat as Necessary]