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 | 64,511 | 901,368 | SH | SOLE | 901,368 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 38,304 | 222,145 | SH | SOLE | 222,145 | 0 | 0 | ||
| APPFOLIO INC | COM CL A | 03783C100 | 23,462 | 565,343 | SH | SOLE | 565,343 | 0 | 0 | ||
| BLACKLINE INC | COM | 09239B109 | 29,569 | 901,481 | SH | SOLE | 901,481 | 0 | 0 | ||
| ELLIE MAE INC | COM | 28849P100 | 1,252 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 40,900 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 48,860 | 276,890 | SH | SOLE | 276,890 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 66,388 | 1,602,805 | SH | SOLE | 1,602,805 | 0 | 0 | ||
| JIANPU TECHNOLOGY INC | ADR | 47738D101 | 1,296 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| LEXINFINTECH HLDGS LTD | ADR | 528877103 | 3,475 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 19,040 | 637,868 | SH | SOLE | 637,868 | 0 | 0 | ||
| MULESOFT INC | CL A | 625207105 | 48,235 | 2,073,737 | SH | SOLE | 2,073,737 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 20,206 | 105,260 | SH | SOLE | 105,260 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 64,931 | 497,977 | SH | SOLE | 497,977 | 0 | 0 | ||
| PPDAI GROUP INC | SPONSORED ADR | 69354V108 | 6,152 | 865,200 | SH | SOLE | 865,200 | 0 | 0 | ||
| REDFIN CORP | COM | 75737F108 | 30,261 | 966,183 | SH | SOLE | 966,183 | 0 | 0 | ||
| RISE ED CAYMAN LTD | SPONSORED ADR | 76761L102 | 7,765 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 18,125 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| SENDGRID INC | COM | 816883102 | 25,343 | 1,057,290 | SH | SOLE | 1,057,290 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 52,422 | 2,221,285 | SH | SOLE | 2,221,285 | 0 | 0 | ||