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 | 25,586 | 153,000 | SH | SOLE | 153,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 10,685 | 8,750 | SH | SOLE | 8,750 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 5,072 | 4,161 | SH | SOLE | 4,161 | 0 | 0 | ||
| ARCO PLATFORM LTD | COM CL A | G04553106 | 44,388 | 875,669 | SH | SOLE | 875,669 | 0 | 0 | ||
| DYNATRACE INC | COM | 268150109 | 13,442 | 720,000 | SH | SOLE | 720,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 21,370 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 39,720 | 602,000 | SH | SOLE | 602,000 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 9,525 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| ONESMART INTL ED GROUP LTD | SPONSORED ADS | 68276W103 | 19,073 | 2,580,936 | SH | SOLE | 2,580,936 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 4,518 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| PING IDENTITY HLDG CORP | COM | 72341T103 | 7,945 | 460,585 | SH | SOLE | 460,585 | 0 | 0 | ||
| SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 25,232 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| SOLARWINDS CORP | COM | 83417Q105 | 20,295 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| SVMK INC | COM | 78489X103 | 23,610 | 1,380,700 | SH | SOLE | 1,380,700 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 5,099 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||