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 | 71,466 | 1,131,868 | SH | SOLE | 1,131,868 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 38,367 | 222,145 | SH | SOLE | 222,145 | 0 | 0 | ||
| APPFOLIO INC | COM CL A | 03783C100 | 52,808 | 1,101,321 | SH | SOLE | 1,101,321 | 0 | 0 | ||
| BLACKLINE INC | COM | 09239B109 | 48,523 | 1,422,115 | SH | SOLE | 1,422,115 | 0 | 0 | ||
| ELLIE MAE INC | COM | 28849P100 | 1,150 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 42,504 | 2,518,000 | SH | SOLE | 2,518,000 | 0 | 0 | ||
| EVERBRIDGE INC | COM | 29978A104 | 35,740 | 1,352,768 | SH | SOLE | 1,352,768 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 47,312 | 276,890 | SH | SOLE | 276,890 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 61,227 | 1,602,805 | SH | SOLE | 1,602,805 | 0 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 16,039 | 557,868 | SH | SOLE | 557,868 | 0 | 0 | ||
| MULESOFT INC | CL A | 625207105 | 5,564 | 276,273 | SH | SOLE | 276,273 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 17,106 | 94,324 | SH | SOLE | 94,324 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 58,527 | 497,977 | SH | SOLE | 497,977 | 0 | 0 | ||
| PROS HOLDINGS INC | COM | 74346Y103 | 2,734 | 113,287 | SH | SOLE | 113,287 | 0 | 0 | ||
| REDFIN CORP | COM | 75737F108 | 24,242 | 966,183 | SH | SOLE | 966,183 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 9,554 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| RYB ED INC | ADR | 74979W101 | 12,255 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 18,364 | 1,263,021 | SH | SOLE | 1,263,021 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 24,879 | 863,561 | SH | SOLE | 863,561 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 21,025 | 704,355 | SH | SOLE | 704,355 | 0 | 0 | ||