The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

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 57,914 197,000 SH   SOLE   197,000 0 0
ALPHABET INC CAP STK CL A 02079K305 26,601 18,150 SH   SOLE   18,150 0 0
ALPHABET INC CAP STK CL C 02079K107 6,115 4,161 SH   SOLE   4,161 0 0
ARCO PLATFORM LTD COM CL A G04553106 43,699 1,070,000 SH   SOLE   1,070,000 0 0
DYNATRACE INC COM NEW 268150109 41,271 1,006,123 SH   SOLE   1,006,123 0 0
FACEBOOK INC CL A 30303M102 45,306 172,991 SH   SOLE   172,991 0 0
GODADDY INC CL A 380237107 76,730 1,010,000 SH   SOLE   1,010,000 0 0
ONESMART INTL ED GROUP LTD SPONSORED ADS 68276W103 22,756 5,068,146 SH   SOLE   5,068,146 0 0
PING IDENTITY HLDG CORP COM 72341T103 36,516 1,170,000 SH   SOLE   1,170,000 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 7,914 200,000 SH   SOLE   200,000 0 0
SMARTSHEET INC COM CL A 83200N103 14,826 300,000 SH   SOLE   300,000 0 0
SVMK INC COM 78489X103 91,138 4,122,048 SH   SOLE   4,122,048 0 0
WORKDAY INC CL A 98138H101 27,300 126,900 SH   SOLE   126,900 0 0