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 | 27,893 | 151,975 | SH | SOLE | 151,975 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 75,760 | 52,344 | SH | SOLE | 52,344 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 121,432 | 83,900 | SH | Call | SOLE | 83,900 | 0 | 0 | |
| DROPBOX INC | CL A | 26210C104 | 32,250 | 1,032,015 | SH | SOLE | 1,032,015 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 50,512 | 457,497 | SH | SOLE | 457,497 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 49,378 | 309,017 | SH | SOLE | 309,017 | 0 | 0 | ||
| GRIDSUM HLDG INC | ADR REPSG CL B | 398132100 | 13,860 | 1,696,468 | SH | SOLE | 1,696,468 | 0 | 0 | ||
| GTY TECHNOLOGY HOLDINGS INC | UNIT 99/99/9999 | G4182A110 | 25,875 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 1,095 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 45,160 | 183,726 | SH | SOLE | 183,726 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 92,213 | 2,075,000 | SH | SOLE | 2,075,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 51,796 | 567,500 | SH | SOLE | 567,500 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 71,056 | 306,817 | SH | SOLE | 306,817 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 28,612 | 718,000 | SH | SOLE | 718,000 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 77,723 | 2,028,255 | SH | SOLE | 2,028,255 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 62,221 | 342,776 | SH | SOLE | 342,776 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 989 | 8,500 | SH | SOLE | 8,500 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 25,294 | 203,018 | SH | SOLE | 203,018 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 62,193 | 1,264,088 | SH | SOLE | 1,264,088 | 0 | 0 | ||
| STAMPS COM INC | COM NEW | 852857200 | 62,331 | 310,026 | SH | SOLE | 310,026 | 0 | 0 | ||
| STITCH FIX INC | COM CL A | 860897107 | 34,383 | 1,695,415 | SH | SOLE | 1,695,415 | 0 | 0 | ||
| TAL ED GROUP | SPONSORED ADS | 874080104 | 26,576 | 716,521 | SH | SOLE | 716,521 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 106,626 | 1,578,945 | SH | SOLE | 1,578,945 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 70,341 | 1,783,031 | SH | SOLE | 1,783,031 | 0 | 0 | ||
| ZSCALER INC | COM | 98980G102 | 1,123 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||