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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 5,666 | 69,100 | SH | SOLE | 69,100 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 106,438 | 362,059 | SH | SOLE | 362,059 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 53,702 | 17,055 | SH | SOLE | 17,055 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 12,600 | 108,800 | SH | SOLE | 108,800 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 25,180 | 138,510 | SH | SOLE | 138,510 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 4,123 | 32,571 | SH | SOLE | 32,571 | 0 | 0 | ||
| BILL COM HLDGS INC | COM | 090043100 | 9,860 | 98,300 | SH | SOLE | 98,300 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 12,231 | 44,600 | SH | SOLE | 44,600 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 28,421 | 278,197 | SH | SOLE | 278,197 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 29,837 | 240,466 | SH | SOLE | 240,466 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 17,004 | 79,000 | SH | SOLE | 79,000 | 0 | 0 | ||
| DRAFTKINGS INC | COM CL A | 26142R104 | 7,410 | 125,936 | SH | SOLE | 125,936 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 31,585 | 120,600 | SH | SOLE | 120,600 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 46,077 | 1,831,356 | SH | SOLE | 1,831,356 | 0 | 0 | ||
| GREENSKY INC | CL A | 39572G100 | 2,914 | 656,204 | SH | SOLE | 656,204 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 9,785 | 181,600 | SH | SOLE | 181,600 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 40,897 | 194,440 | SH | SOLE | 194,440 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 51,003 | 101,999 | SH | SOLE | 101,999 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 9,634 | 17,800 | SH | SOLE | 17,800 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 14,114 | 66,000 | SH | SOLE | 66,000 | 0 | 0 | ||
| PAGERDUTY INC | COM | 69553P100 | 1,933 | 71,300 | SH | SOLE | 71,300 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 17,339 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 41,865 | 166,582 | SH | SOLE | 166,582 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 31,302 | 64,541 | SH | SOLE | 64,541 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 16,775 | 339,429 | SH | SOLE | 339,429 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 26,358 | 140,106 | SH | SOLE | 140,106 | 0 | 0 | ||
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 18,076 | 589,000 | SH | SOLE | 589,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 6,823 | 153,324 | SH | SOLE | 153,324 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 30,229 | 828,657 | SH | SOLE | 828,657 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 22,914 | 797,295 | SH | SOLE | 797,295 | 0 | 0 | ||