The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ACTIVISION BLIZZARD INC COM 00507V109 62,124 814,000 SH   SOLE   814,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 73,470 396,000 SH   SOLE   396,000 0 0
AMAZON COM INC COM 023135106 104,538 61,500 SH   SOLE   61,500 0 0
BAIDU INC SPON ADR REP A 056752108 65,975 271,500 SH   SOLE   271,500 0 0
BILIBILI INC SPONS ADS REP Z 090040106 27,630 1,975,000 SH   SOLE   1,975,000 0 0
DESPEGAR COM CORP ORD SHS G27358103 3,146 150,000 SH   SOLE   150,000 0 0
DOMO INC COM CL B 257554105 1,911 70,000 SH   SOLE   70,000 0 0
DROPBOX INC CL A 26210C104 16,210 500,000 SH   SOLE   500,000 0 0
FACEBOOK INC CL A 30303M102 123,199 634,000 SH   SOLE   634,000 0 0
HUBSPOT INC COM 443573100 99,775 795,650 SH   SOLE   795,650 0 0
MONGODB INC CL A 60937P106 41,354 833,247 SH   SOLE   833,247 0 0
NVIDIA CORP COM 67066G104 59,299 250,313 SH   SOLE   250,313 0 0
PAYPAL HLDGS INC COM 70450Y103 73,611 884,000 SH   SOLE   884,000 0 0
PLURALSIGHT INC COM CL A 72941B106 245 10,000 SH   SOLE   10,000 0 0
SERVICENOW INC COM 81762P102 81,923 475,000 SH   SOLE   475,000 0 0
SHOPIFY INC CL A 82509L107 115,752 793,420 SH   SOLE   793,420 0 0
SNAP INC CL A 83304A106 22,654 1,730,600 SH   SOLE   1,730,600 0 0