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 | 17,794 | 108,000 | SH | SOLE | 17,794 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 4,527 | 3,750 | SH | SOLE | 4,527 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 4,966 | 4,161 | SH | SOLE | 4,966 | 0 | 0 | ||
| ALTERYX INC | COM CL A | 02156B103 | 37,245 | 651,029 | SH | SOLE | 37,245 | 0 | 0 | ||
| ARCO PLATFORM LTD | COM CL A | G04553106 | 19,152 | 840,000 | SH | SOLE | 19,152 | 0 | 0 | ||
| BLACKLINE INC | COM | 09239B109 | 10,165 | 180,000 | SH | SOLE | 10,165 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 18,091 | 110,000 | SH | SOLE | 18,091 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 22,331 | 535,000 | SH | Put | SOLE | 22,331 | 0 | 0 | |
| GODADDY INC | CL A | 380237107 | 35,024 | 420,000 | SH | SOLE | 35,024 | 0 | 0 | ||
| ONESMART INTL ED GROUP LTD | SPONSORED ADS | 68276W103 | 14,703 | 1,648,271 | SH | SOLE | 14,703 | 0 | 0 | ||
| SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 26,536 | 780,000 | SH | SOLE | 26,536 | 0 | 0 | ||
| SUNLANDS ONLINE ED GROUP | ADS | 86740P108 | 1,045 | 172,767 | SH | SOLE | 1,045 | 0 | 0 | ||
| SVMK INC | COM | 78489X103 | 6,412 | 400,000 | SH | SOLE | 6,412 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 4,379 | 30,000 | SH | SOLE | 4,379 | 0 | 0 | ||