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 | 74,768 | 1,015,868 | SH | SOLE | 1,015,868 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 108,189 | 656,645 | SH | SOLE | 656,645 | 0 | 0 | ||
| APPFOLIO INC | COM CL A | 03783C100 | 10,460 | 133,413 | SH | SOLE | 133,413 | 0 | 0 | ||
| CERIDIAN HCM HLDG INC | COM | 15677J108 | 163,917 | 3,900,000 | SH | SOLE | 3,900,000 | 0 | 0 | ||
| DOMO INC | COM CL B | 257554105 | 1,038 | 48,388 | SH | SOLE | 48,388 | 0 | 0 | ||
| DROPBOX INC | COM | 26210C104 | 1,835 | 68,407 | SH | SOLE | 68,407 | 0 | 0 | ||
| EVENTBRITE INC | COM CL A | 29975E109 | 7,594 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 94,998 | 577,636 | SH | SOLE | 577,636 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 54,460 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| GREENSKY INC | CL A | 39572G100 | 8,047 | 447,050 | SH | SOLE | 447,050 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 6,825 | 261,613 | SH | SOLE | 261,613 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 30,472 | 89,500 | SH | SOLE | 89,500 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 29,841 | 79,760 | SH | SOLE | 79,760 | 0 | 0 | ||
| REDFIN CORP | COM | 75737F108 | 61,264 | 3,276,145 | SH | SOLE | 3,276,145 | 0 | 0 | ||
| SENDGRID INC | COM | 816883102 | 53,539 | 1,455,267 | SH | SOLE | 1,455,267 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 77,328 | 395,277 | SH | SOLE | 395,277 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 11,066 | 353,992 | SH | SOLE | 353,992 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 215,224 | 1,190,200 | SH | SOLE | 1,190,200 | 0 | 0 | ||
| SUNLANDS ONLINE ED GROUP | ADS | 86740P108 | 19,182 | 3,170,555 | SH | SOLE | 3,170,555 | 0 | 0 | ||
| TENABLE HLDGS INC | COM | 88025T102 | 11,664 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 183,845 | 2,130,797 | SH | SOLE | 2,130,797 | 0 | 0 | ||