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 | 199,523 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 310,367 | 112,500 | SH | SOLE | 112,500 | 0 | 0 | ||
| ARCO PLATFORM LTD | COM CL A | G04553106 | 30,222 | 695,084 | SH | SOLE | 695,084 | 0 | 0 | ||
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 23,160 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| BILL COM HLDGS INC | COM | 090043100 | 1,037 | 11,500 | SH | SOLE | 11,500 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 82,394 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 45,131 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 115,381 | 670,000 | SH | SOLE | 670,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 232,134 | 1,022,300 | SH | SOLE | 1,022,300 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 49,145 | 444,072 | SH | SOLE | 444,072 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 315,885 | 1,408,000 | SH | SOLE | 1,408,000 | 0 | 0 | ||
| MEDALLIA INC | COM | 584021109 | 103,459 | 4,099,026 | SH | SOLE | 4,099,026 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 286,033 | 1,405,498 | SH | SOLE | 1,405,498 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 147,548 | 442,000 | SH | SOLE | 442,000 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 305,351 | 1,525,000 | SH | SOLE | 1,525,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 308,133 | 1,768,542 | SH | SOLE | 1,768,542 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 185,500 | 2,161,000 | SH | SOLE | 2,161,000 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 361,315 | 1,267,729 | SH | SOLE | 1,267,729 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 235,231 | 2,193,500 | SH | SOLE | 2,193,500 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 337,455 | 833,100 | SH | SOLE | 833,100 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 801,125 | 844,000 | SH | SOLE | 844,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 610,668 | 2,783,100 | SH | SOLE | 2,783,100 | 0 | 0 | ||
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 88,739 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| ZOOMINFO TECHNOLOGIES INC | COM CL A | 98980F104 | 2,552 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||