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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 47,418 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 68,999 | 59,000 | SH | SOLE | 59,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 196,354 | 167,900 | SH | Call | SOLE | 167,900 | 0 | 0 | |
| COUPA SOFTWARE INC | COM | 22266L106 | 3,903 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 70,584 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| GTY TECHNOLOGY HOLDINGS INC | UNIT 99/99/9999 | G4182A110 | 25,784 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| IMAX CORP | COM | 45245E109 | 18,520 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| LOGMEIN INC | COM | 54142L109 | 14,953 | 130,593 | SH | SOLE | 130,593 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 75,614 | 2,415,000 | SH | SOLE | 2,415,000 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 11,733 | 37,289 | SH | SOLE | 37,289 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 34,216 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 9,641 | 393,827 | SH | SOLE | 393,827 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADR | 64110W102 | 29,331 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 17,927 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 2,899 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 42,925 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 42,471 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | ||
| STAMPS COM INC | COM NEW | 852857200 | 56,400 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| STITCH FIX INC | COM CL A | 860897107 | 28,413 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| TAL ED GROUP | SPONSORED ADS | 874080104 | 25,254 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 23,351 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 78,263 | 975,000 | SH | SOLE | 975,000 | 0 | 0 | ||