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 | 76,239 | 410,924 | SH | SOLE | 410,924 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 86,991 | 51,177 | SH | SOLE | 51,177 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 249,531 | 146,800 | SH | Call | SOLE | 146,800 | 0 | 0 | |
| DROPBOX INC | CL A | 26210C104 | 28,316 | 873,405 | SH | SOLE | 873,405 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 21,689 | 153,800 | SH | SOLE | 153,800 | 0 | 0 | ||
| EVERBRIDGE INC | COM | 29978A104 | 33,008 | 696,074 | SH | SOLE | 696,074 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 27,013 | 139,012 | SH | SOLE | 139,012 | 0 | 0 | ||
| GRIDSUM HLDG INC | SPONSORED ADR | 398132100 | 18,155 | 2,608,528 | SH | SOLE | 2,608,528 | 0 | 0 | ||
| GTY TECHNOLOGY HOLDINGS INC | UNIT 99/99/9999 | G4182A110 | 26,550 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 56,574 | 371,000 | SH | SOLE | 371,000 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 41,410 | 133,500 | SH | SOLE | 133,500 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 32,929 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 46,051 | 467,000 | SH | SOLE | 467,000 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 57,969 | 244,700 | SH | SOLE | 244,700 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 86,261 | 3,108,514 | SH | SOLE | 3,108,514 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 73,665 | 358,518 | SH | SOLE | 358,518 | 0 | 0 | ||
| PLURALSIGHT INC | COM CL A | 72941B106 | 11,874 | 485,646 | SH | SOLE | 485,646 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 818 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 47,259 | 280,900 | SH | SOLE | 280,900 | 0 | 0 | ||
| STAMPS COM INC | COM NEW | 852857200 | 59,231 | 234,067 | SH | SOLE | 234,067 | 0 | 0 | ||
| STITCH FIX INC | COM CL A | 860897107 | 55,169 | 2,010,516 | SH | SOLE | 2,010,516 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 30,387 | 256,735 | SH | SOLE | 256,735 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 150,350 | 1,266,000 | SH | SOLE | 1,266,000 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 110,386 | 3,074,832 | SH | SOLE | 3,074,832 | 0 | 0 | ||
| ZUORA INC | COM CL A | 98983V106 | 1,088 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||