The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
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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 58,307 348,664 SH   SOLE   348,664 0 0
ALPHABET INC CAP STK CL A 02079K305 148,006 121,203 SH   SOLE   121,203 0 0
ALTERYX INC COM CL A 02156B103 228,785 2,129,622 SH   SOLE   2,129,622 0 0
AMAZON COM INC COM 023135106 404,458 232,995 SH   SOLE   232,995 0 0
ANAPLAN INC COM 03272L108 180,672 3,844,093 SH   SOLE   3,844,093 0 0
AVALARA INC COM 05338G106 197,251 2,931,356 SH   SOLE   2,931,356 0 0
CARVANA CO CL A 146869102 162,628 2,464,055 SH   SOLE   2,464,055 0 0
CERIDIAN HCM HLDG INC COM 15677J108 166,116 3,364,710 SH   SOLE   3,364,710 0 0
COUPA SOFTWARE INC COM 22266L106 406,773 3,139,405 SH   SOLE   3,139,405 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 53,785 922,401 SH   SOLE   922,401 0 0
DATADOG INC CL A COM 23804L103 25,331 747,021 SH   SOLE   747,021 0 0
ELASTIC N V ORD SHS N14506104 87,640 1,064,367 SH   SOLE   1,064,367 0 0
FACEBOOK INC CL A 30303M102 235,506 1,322,474 SH   SOLE   1,322,474 0 0
FIVE9 INC COM 338307101 56,592 1,053,062 SH   SOLE   1,053,062 0 0
KULICKE & SOFFA INDS INC COM 501242101 37,627 1,602,505 SH   SOLE   1,602,505 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 126,582 5,069,348 SH   SOLE   5,069,348 0 0
MATCH GROUP INC COM 57665R106 130,495 1,826,631 SH   SOLE   1,826,631 0 0
MERCADOLIBRE INC COM 58733R102 102,930 186,728 SH   SOLE   186,728 0 0
MICROSOFT CORP COM 594918104 50,300 361,792 SH   SOLE   361,792 0 0
MIMECAST LTD ORD SHS G14838109 135,336 3,794,105 SH   SOLE   3,794,105 0 0
MONGODB INC CL A 60937P106 142,402 1,181,956 SH   SOLE   1,181,956 0 0
MONOLITHIC PWR SYS INC COM 609839105 62,146 399,320 SH   SOLE   399,320 0 0
OKTA INC CL A 679295105 184,034 1,869,126 SH   SOLE   1,869,126 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 34,879 753,162 SH   SOLE   753,162 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 15,060 600,000 SH   SOLE   600,000 0 0
REVOLVE GROUP INC CL A 76156B107 13,437 574,950 SH   SOLE   574,950 0 0
ROKU INC COM CL A 77543R102 123,080 1,209,514 SH   SOLE   1,209,514 0 0
SEA LTD SPONSORED ADS 81141R100 107,658 3,478,450 SH   SOLE   3,478,450 0 0
SERVICENOW INC COM 81762P102 181,203 713,818 SH   SOLE   713,818 0 0
SHOPIFY INC CL A 82509L107 242,250 777,289 SH   SOLE   777,289 0 0
SMARTSHEET INC COM CL A 83200N103 201,560 5,594,225 SH   SOLE   5,594,225 0 0
SNAP INC CL A 83304A106 112,611 7,127,285 SH   SOLE   7,127,285 0 0
STONECO LTD COM CL A G85158106 116,817 3,358,733 SH   SOLE   3,358,733 0 0
THE TRADE DESK INC COM CL A 88339J105 36,267 193,373 SH   SOLE   193,373 0 0
TWILIO INC CL A 90138F102 186,136 1,692,764 SH   SOLE   1,692,764 0 0
WAYFAIR INC CL A 94419L101 219,633 1,958,911 SH   SOLE   1,958,911 0 0
WORKDAY INC CL A 98138H101 143,343 843,390 SH   SOLE   843,390 0 0
ZENDESK INC COM 98936J101 196,275 2,693,123 SH   SOLE   2,693,123 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 100,953 1,324,845 SH   SOLE   1,324,845 0 0