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 | 72,327 | 1,334,194 | SH | SOLE | 1,334,194 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 146,709 | 1,070,320 | SH | SOLE | 1,070,320 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 1,327 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CERIDIAN HCM HLDG INC | COM | 15677J108 | 134,511 | 3,900,000 | SH | SOLE | 3,900,000 | 0 | 0 | ||
| DOMO INC | COM CL B | 257554105 | 950 | 48,388 | SH | SOLE | 48,388 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 21,444 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| EVENTBRITE INC | COM CL A | 29975E109 | 4,311 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 63,089 | 481,266 | SH | SOLE | 481,266 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 17,710 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| GREENSKY INC | CL A | 39572G100 | 74,075 | 7,740,381 | SH | SOLE | 7,740,381 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 4,074 | 194,651 | SH | SOLE | 194,651 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 26,210 | 89,500 | SH | SOLE | 89,500 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 21,896 | 81,805 | SH | SOLE | 81,805 | 0 | 0 | ||
| REDFIN CORP | COM | 75737F108 | 4,174 | 289,855 | SH | SOLE | 289,855 | 0 | 0 | ||
| SENDGRID INC | COM | 816883102 | 91,137 | 2,111,127 | SH | SOLE | 2,111,127 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 70,379 | 395,277 | SH | SOLE | 395,277 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 40,415 | 291,910 | SH | SOLE | 291,910 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 1,713 | 68,892 | SH | SOLE | 68,892 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 106,396 | 937,410 | SH | SOLE | 937,410 | 0 | 0 | ||
| STONECO LTD | COM CL A | G85158106 | 9,220 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SUNLANDS ONLINE ED GROUP | ADS | 86740P108 | 9,638 | 3,170,555 | SH | SOLE | 3,170,555 | 0 | 0 | ||
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 103,272 | 7,811,770 | SH | SOLE | 7,811,770 | 0 | 0 | ||
| THE TRADE DESK INC | COM CL A | 88339J105 | 655 | 5,643 | SH | SOLE | 5,643 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 230,178 | 2,577,583 | SH | SOLE | 2,577,583 | 0 | 0 | ||
| UPWORK INC | COM | 91688F104 | 27,394 | 1,512,623 | SH | SOLE | 1,512,623 | 0 | 0 | ||