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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 196,669 | 147,095 | SH | SOLE | 147,095 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 48,994 | 935,000 | SH | SOLE | 935,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 156,945 | 855,471 | SH | SOLE | 855,471 | 0 | 0 | ||
| BLACKSTONE GROUP INC | COM CL A | 09260D107 | 122,788 | 2,194,996 | SH | SOLE | 2,194,996 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 186,982 | 5,315,000 | SH | SOLE | 5,315,000 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 110,478 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 85,423 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 211,878 | 1,302,744 | SH | SOLE | 1,302,744 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 48,108 | 170,402 | SH | SOLE | 170,402 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 85,568 | 1,367,782 | SH | SOLE | 1,367,782 | 0 | 0 | ||