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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 73,956 | 889,000 | SH | SOLE | 889,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 72,000 | 437,000 | SH | SOLE | 437,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 135,203 | 67,500 | SH | SOLE | 67,500 | 0 | 0 | ||
| ARCO PLATFORM LTD | COM CL A | G04553106 | 6,840 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 68,490 | 299,500 | SH | SOLE | 299,500 | 0 | 0 | ||
| DESPEGAR COM CORP | ORD SHS | G27358103 | 2,531 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| DOMO INC | COM CL B | 257554105 | 1,502 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| DROPBOX INC | CL A | 26210C104 | 13,415 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 65,784 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 132,632 | 878,650 | SH | SOLE | 878,650 | 0 | 0 | ||
| MIMECAST LTD | ORD SHS | G14838109 | 40,205 | 960,000 | SH | SOLE | 960,000 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 85,811 | 1,052,247 | SH | SOLE | 1,052,247 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 77,649 | 276,313 | SH | SOLE | 276,313 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 96,448 | 1,098,000 | SH | SOLE | 1,098,000 | 0 | 0 | ||
| PLURALSIGHT INC | COM CL A | 72941B106 | 320 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 102,510 | 524,000 | SH | SOLE | 524,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 103,154 | 627,226 | SH | SOLE | 627,226 | 0 | 0 | ||
| SHUTTERFLY INC | COM | 82568P304 | 31,298 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 80,327 | 931,000 | SH | SOLE | 931,000 | 0 | 0 | ||