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 |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 36,712 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 53,672 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| CARE COM INC | COM | 141633107 | 14,059 | 1,203,680 | SH | SOLE | 1,203,680 | 0 | 0 | ||
| CORNERSTONE ONDEMAND INC | COM | 21925Y103 | 5,841 | 153,456 | SH | SOLE | 153,456 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 50,073 | 471,051 | SH | SOLE | 471,051 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 39,998 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 19,539 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 31,852 | 1,500,324 | SH | SOLE | 1,500,324 | 0 | 0 | ||
| JD COM INC | CALL | 47215P906 | 8,492 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
| LENDINGCLUB CORP | COM | 52603A109 | 16,965 | 3,945,405 | SH | SOLE | 3,945,405 | 0 | 0 | ||
| LOGMEIN INC | COM | 54142L109 | 33,977 | 535,667 | SH | SOLE | 535,667 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 14,472 | 102,877 | SH | SOLE | 102,877 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 13,498 | 147,555 | SH | SOLE | 147,555 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 13,017 | 10,427 | SH | SOLE | 10,427 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 22,908 | 363,107 | SH | SOLE | 363,107 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 22,388 | 281,933 | SH | SOLE | 281,933 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 57,675 | 1,875,000 | SH | SOLE | 1,875,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 12,517 | 255,867 | SH | SOLE | 255,867 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 15,168 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 24,113 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 38,025 | 975,000 | SH | SOLE | 975,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 2,638 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||