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 49,994 220,500 SH   SOLE   220,500 0 0
ALPHABET INC CAP STK CL A 02079K305 37,435 18,150 SH   SOLE   18,150 0 0
ALPHABET INC CAP STK CL C 02079K107 8,608 4,161 SH   SOLE   4,161 0 0
ARCO PLATFORM LTD COM CL A G04553106 55,917 2,206,677 SH   SOLE   2,206,677 0 0
DATTO HLDG CORP COM 23821D100 48,582 2,120,576 SH   SOLE   2,120,576 0 0
DYNATRACE INC COM NEW 268150109 48,535 1,006,123 SH   SOLE   1,006,123 0 0
FACEBOOK INC CL A 30303M102 55,074 186,991 SH   SOLE   186,991 0 0
GODADDY INC CL A 380237107 82,277 1,060,000 SH   SOLE   1,060,000 0 0
ONESMART INTL ED GROUP LTD SPONSORED ADS 68276W103 14,685 6,329,950 SH   SOLE   6,329,950 0 0
PING IDENTITY HLDG CORP COM 72341T103 51,097 2,330,000 SH   SOLE   2,330,000 0 0
SMARTSHEET INC COM CL A 83200N103 42,187 660,000 SH   SOLE   660,000 0 0
SVMK INC COM 78489X103 75,516 4,122,048 SH   SOLE   4,122,048 0 0
WORKDAY INC CL A 98138H101 31,526 126,900 SH   SOLE   126,900 0 0