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 | 42,493 | 197,000 | SH | SOLE | 197,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 25,738 | 18,150 | SH | SOLE | 18,150 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 5,882 | 4,161 | SH | SOLE | 4,161 | 0 | 0 | ||
| ARCO PLATFORM LTD | COM CL A | G04553106 | 37,112 | 853,552 | SH | SOLE | 853,552 | 0 | 0 | ||
| DYNATRACE INC | COM | 268150109 | 40,849 | 1,006,123 | SH | SOLE | 1,006,123 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 39,281 | 172,991 | SH | SOLE | 172,991 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 64,530 | 880,000 | SH | SOLE | 880,000 | 0 | 0 | ||
| ONESMART INTL ED GROUP LTD | SPONSORED ADS | 68276W103 | 17,405 | 4,428,875 | SH | SOLE | 4,428,875 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 36,927 | 639,200 | SH | SOLE | 639,200 | 0 | 0 | ||
| PING IDENTITY HLDG CORP | COM | 72341T103 | 46,048 | 1,434,966 | SH | SOLE | 1,434,966 | 0 | 0 | ||
| SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 30,176 | 1,140,000 | SH | SOLE | 1,140,000 | 0 | 0 | ||
| SVMK INC | COM | 78489X103 | 97,033 | 4,122,048 | SH | SOLE | 4,122,048 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 23,776 | 126,900 | SH | SOLE | 126,900 | 0 | 0 | ||