The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 32,451 | 153,000 | SH | SOLE | 153,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 11,720 | 8,750 | SH | SOLE | 8,750 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 5,563 | 4,161 | SH | SOLE | 4,161 | 0 | 0 | ||
| ARCO PLATFORM LTD | COM CL A | G04553106 | 37,724 | 853,486 | SH | SOLE | 853,486 | 0 | 0 | ||
| DYNATRACE INC | COM | 268150109 | 28,614 | 1,131,000 | SH | SOLE | 1,131,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 24,630 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 47,544 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| ONESMART INTL ED GROUP LTD | SPONSORED ADS | 68276W103 | 22,407 | 3,359,363 | SH | SOLE | 3,359,363 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 7,952 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| PING IDENTITY HLDG CORP | COM | 72341T103 | 32,319 | 1,330,000 | SH | SOLE | 1,330,000 | 0 | 0 | ||
| SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 22,420 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| SVMK INC | COM | 78489X103 | 26,090 | 1,460,000 | SH | SOLE | 1,460,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 4,934 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||