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 | 50,005 | 220,500 | SH | SOLE | 220,500 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 44,318 | 18,150 | SH | SOLE | 18,150 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 10,429 | 4,161 | SH | SOLE | 4,161 | 0 | 0 | ||
| APPLOVIN CORP | COM CL A | 03831W108 | 56,130 | 746,712 | SH | SOLE | 746,712 | 0 | 0 | ||
| ARCO PLATFORM LTD | COM CL A | G04553106 | 67,657 | 2,206,677 | SH | SOLE | 2,206,677 | 0 | 0 | ||
| DATTO HLDG CORP | COM | 23821D100 | 59,037 | 2,120,576 | SH | SOLE | 2,120,576 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | 58,778 | 1,006,123 | SH | SOLE | 1,006,123 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 65,019 | 186,991 | SH | SOLE | 186,991 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 92,178 | 1,060,000 | SH | SOLE | 1,060,000 | 0 | 0 | ||
| MOMENTIVE GLOBAL INC | COM | 60878Y108 | 86,852 | 4,122,048 | SH | SOLE | 4,122,048 | 0 | 0 | ||
| ONESMART INTL ED GROUP LTD | SPONSORED ADS | 68276W103 | 7,786 | 6,329,950 | SH | SOLE | 6,329,950 | 0 | 0 | ||
| PING IDENTITY HLDG CORP | COM | 72341T103 | 53,357 | 2,330,000 | SH | SOLE | 2,330,000 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 47,731 | 660,000 | SH | SOLE | 660,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 30,296 | 126,900 | SH | SOLE | 126,900 | 0 | 0 | ||