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 | 24,334 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 25,328 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 59,488 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 54,965 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 43,452 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 16,249 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| DESPEGAR COM CORP | ORD SHS | G27358103 | 16,360 | 595,339 | SH | SOLE | 595,339 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 66,173 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| MIMECAST LTD | ORD SHS | G14838109 | 30,623 | 1,068,137 | SH | SOLE | 1,068,137 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 19,537 | 658,247 | SH | SOLE | 658,247 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 14,513 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 1,921 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 39,019 | 530,000 | SH | SOLE | 530,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 55,416 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 88,375 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 19,069 | 1,305,208 | SH | SOLE | 1,305,208 | 0 | 0 | ||
| SYMANTEC CORP | COM | 871503108 | 44,419 | 1,583,000 | SH | SOLE | 1,583,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 18,493 | 181,764 | SH | SOLE | 181,764 | 0 | 0 | ||