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 |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 9,520 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 33,188 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 32,244 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 14,514 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 34,515 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 40,391 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| NIMBLE STORAGE INC | COM | 65440R101 | 5,940 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 28,136 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 31,000 | 417,000 | SH | SOLE | 417,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 37,297 | 870,000 | SH | SOLE | 870,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 24,784 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| ZTO EXPRESS CAYMAN INC | SPONSORED ADR | 98980A105 | 8,449 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||