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 | 55,578 | 1,259,997 | SH | SOLE | 1,259,997 | 0 | 0 | ||
| ALARM COM HLDGS INC | COM | 011642105 | 753 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 31,300 | 222,145 | SH | SOLE | 222,145 | 0 | 0 | ||
| APPFOLIO INC | COM CL A | 03783C100 | 61,733 | 1,893,650 | SH | SOLE | 1,893,650 | 0 | 0 | ||
| BRIGHT SCHOLAR ED HLDGS LTD | SPONSORED ADS | 109199109 | 4,530 | 380,700 | SH | SOLE | 380,700 | 0 | 0 | ||
| BLACKLINE INC | COM | 09239B109 | 40,401 | 1,130,421 | SH | SOLE | 1,130,421 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 869 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ELLIE MAE INC | COM | 28849P100 | 1,539 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 64,286 | 4,285,700 | SH | SOLE | 4,285,700 | 0 | 0 | ||
| EVERBRIDGE INC | COM | 29978A104 | 32,953 | 1,352,768 | SH | SOLE | 1,352,768 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 41,080 | 272,090 | SH | SOLE | 272,090 | 0 | 0 | ||
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | 1,963 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 66,656 | 1,699,547 | SH | SOLE | 1,699,547 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 14,186 | 163,523 | SH | SOLE | 163,523 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 15,852 | 472,500 | SH | SOLE | 472,500 | 0 | 0 | ||
| MULESOFT INC | CL A | 625207105 | 10,689 | 428,600 | SH | SOLE | 428,600 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 14,093 | 94,324 | SH | SOLE | 94,324 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 52,786 | 497,977 | SH | SOLE | 497,977 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 456 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| PROS HOLDINGS INC | COM | 74346Y103 | 2,989 | 109,123 | SH | SOLE | 109,123 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 26,609 | 1,497,396 | SH | SOLE | 1,497,396 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 38,542 | 1,642,895 | SH | SOLE | 1,642,895 | 0 | 0 | ||
| THE TRADE DESK INC | COM CL A | 88339J105 | 1,503 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||