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 | 35,395 | 182,000 | SH | SOLE | 182,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 21,089 | 18,150 | SH | SOLE | 18,150 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 4,838 | 4,161 | SH | SOLE | 4,161 | 0 | 0 | ||
| ARCO PLATFORM LTD | COM CL A | G04553106 | 38,604 | 913,486 | SH | SOLE | 913,486 | 0 | 0 | ||
| DYNATRACE INC | COM | 268150109 | 30,423 | 1,276,123 | SH | SOLE | 1,276,123 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 28,855 | 172,991 | SH | SOLE | 172,991 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 50,257 | 880,000 | SH | SOLE | 880,000 | 0 | 0 | ||
| ONESMART INTL ED GROUP LTD | SPONSORED ADS | 68276W103 | 19,990 | 3,919,519 | SH | SOLE | 3,919,519 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 16,971 | 639,200 | SH | SOLE | 639,200 | 0 | 0 | ||
| PING IDENTITY HLDG CORP | COM | 72341T103 | 39,106 | 1,953,366 | SH | SOLE | 1,953,366 | 0 | 0 | ||
| SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 14,459 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| SVMK INC | COM | 78489X103 | 49,880 | 3,692,048 | SH | SOLE | 3,692,048 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 4,963 | 55,457 | SH | SOLE | 55,457 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 11,368 | 87,300 | SH | SOLE | 87,300 | 0 | 0 | ||