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 | 75,389 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 71,344 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | ||
| ARCO PLATFORM LTD | COM CL A | G04553106 | 6,636 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| DESPEGAR COM CORP | ORD SHS | G27358103 | 1,862 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| DOMO INC | COM CL B | 257554105 | 1,374 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| DROPBOX INC | CL A | 26210C104 | 10,215 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 52,436 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 98,447 | 783,000 | SH | SOLE | 783,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 90,367 | 889,698 | SH | SOLE | 889,698 | 0 | 0 | ||
| MIMECAST LTD | ORD SHS | G14838109 | 42,337 | 1,258,900 | SH | SOLE | 1,258,900 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 88,115 | 1,052,247 | SH | SOLE | 1,052,247 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 50,695 | 189,400 | SH | SOLE | 189,400 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 20,509 | 253,287 | SH | SOLE | 253,287 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 78,456 | 933,000 | SH | SOLE | 933,000 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 16,389 | 198,800 | SH | SOLE | 198,800 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 109,145 | 613,000 | SH | SOLE | 613,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 108,960 | 787,000 | SH | SOLE | 787,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 149,845 | 1,678,000 | SH | SOLE | 1,678,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 58,370 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||