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 | 3968 | 14700 | SH | - | SOLE | - | 14700 | 0 | 0 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 4943 | 30000 | SH | - | SOLE | - | 30000 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 87481 | 73300 | SH | - | SOLE | - | 73300 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | 30446 | 15200 | SH | - | SOLE | - | 15200 | 0 | 0 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 247 | 1700 | SH | - | SOLE | - | 1700 | 0 | 0 |
| APPLE INC | COM | 037833100 | 24380 | 108000 | SH | - | SOLE | - | 108000 | 0 | 0 |
| ATLASSIAN CORP PLC | CL A | G06242104 | 9037 | 94000 | SH | - | SOLE | - | 94000 | 0 | 0 |
| AUTODESK INC | COM | 052769106 | 1983 | 12700 | SH | - | SOLE | - | 12700 | 0 | 0 |
| BOEING CO | COM | 097023105 | 558 | 1500 | SH | - | SOLE | - | 1500 | 0 | 0 |
| CME GROUP INC | COM CL A | 12572Q105 | 426 | 2500 | SH | - | SOLE | - | 2500 | 0 | 0 |
| COSTAR GROUP INC | COM | 22160N109 | 505 | 1200 | SH | - | SOLE | - | 1200 | 0 | 0 |
| COUPA SOFTWARE INC | COM | 22266L106 | 10639 | 134500 | SH | - | SOLE | - | 134500 | 0 | 0 |
| DIREXION SHS ETF TR | DLY EMG MK BL 3X | 25490K281 | 2289 | 27000 | SH | - | SOLE | - | 27000 | 0 | 0 |
| DOWDUPONT INC | CALL | 26078J900 | 5917 | 92000 | SH | Call | SOLE | - | 92000 | 0 | 0 |
| DOWDUPONT INC | CALL | 26078J900 | 1801 | 28000 | SH | Call | SOLE | - | 28000 | 0 | 0 |
| DOWDUPONT INC | COM | 26078J100 | 18071 | 281000 | SH | - | SOLE | - | 281000 | 0 | 0 |
| FIRSTSERVICE CORP NEW | SUB VTG SH | 33767E103 | 1820 | 21500 | SH | - | SOLE | - | 21500 | 0 | 0 |
| GODADDY INC | CL A | 380237107 | 1501 | 18000 | SH | - | SOLE | - | 18000 | 0 | 0 |
| INSTRUCTURE INC | COM | 45781U103 | 6602 | 186500 | SH | - | SOLE | - | 186500 | 0 | 0 |
| INTERACTIVE BROKERS GROUP IN | COM | 45841N107 | 277 | 5000 | SH | - | SOLE | - | 5000 | 0 | 0 |
| INTUIT | COM | 461202103 | 1137 | 5000 | SH | - | SOLE | - | 5000 | 0 | 0 |
| JD COM INC | SPON ADR CL A | 47215P106 | 2818 | 108000 | SH | - | SOLE | - | 108000 | 0 | 0 |
| JPMORGAN CHASE & CO | COM | 46625H100 | 39268 | 348000 | SH | - | SOLE | - | 348000 | 0 | 0 |
| LIBERTY MEDIA CORP DELAWARE | COM C BRAVES GRP | 531229888 | 354 | 13000 | SH | - | SOLE | - | 13000 | 0 | 0 |
| LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 309 | 8300 | SH | - | SOLE | - | 8300 | 0 | 0 |
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 5388 | 124000 | SH | - | SOLE | - | 124000 | 0 | 0 |
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 284 | 900 | SH | - | SOLE | - | 900 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | 205294 | 1795000 | SH | - | SOLE | - | 1795000 | 0 | 0 |
| PANDORA MEDIA INC | COM | 698354107 | 3395 | 357000 | SH | - | SOLE | - | 357000 | 0 | 0 |
| S&P GLOBAL INC | COM | 78409V104 | 645 | 3300 | SH | - | SOLE | - | 3300 | 0 | 0 |
| SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 2603 | 76500 | SH | - | SOLE | - | 76500 | 0 | 0 |
| SALESFORCE COM INC | COM | 79466L302 | 4214 | 26500 | SH | - | SOLE | - | 26500 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 | 5575 | 28500 | SH | - | SOLE | - | 28500 | 0 | 0 |
| SHARPSPRING INC | COM | 820054104 | 147 | 10500 | SH | - | SOLE | - | 10500 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 398 | 2200 | SH | - | SOLE | - | 2200 | 0 | 0 |
| STARS GROUP INC | COM | 85570W100 | 336 | 13500 | SH | - | SOLE | - | 13500 | 0 | 0 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 925 | 6700 | SH | - | SOLE | - | 6700 | 0 | 0 |
| TRANSDIGM GROUP INC | COM | 893641100 | 800 | 2150 | SH | - | SOLE | - | 2150 | 0 | 0 |
| VEEVA SYS INC | CL A COM | 922475108 | 8655 | 79500 | SH | - | SOLE | - | 79500 | 0 | 0 |
| WATSCO INC | COM | 942622200 | 285 | 1600 | SH | - | SOLE | - | 1600 | 0 | 0 |
| WORKDAY INC | CL A | 98138H101 | 890 | 6100 | SH | - | SOLE | - | 6100 | 0 | 0 |
| XPO LOGISTICS INC | COM | 983793100 | 285 | 2500 | SH | - | SOLE | - | 2500 | 0 | 0 |
| ZENDESK INC | COM | 98936J101 | 1136 | 16000 | SH | - | SOLE | - | 16000 | 0 | 0 |
[Repeat as Necessary]