The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 100,348 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 84,586 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | ||
| ARCO PLATFORM LTD | COM CL A | G04553106 | 9,687 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| DESPEGAR COM CORP | ORD SHS | G27358103 | 2,235 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 83,345 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 132,802 | 799,000 | SH | SOLE | 799,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 104,931 | 889,698 | SH | SOLE | 889,698 | 0 | 0 | ||
| MIMECAST LTD | ORD SHS | G14838109 | 45,456 | 960,000 | SH | SOLE | 960,000 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 128,495 | 874,000 | SH | SOLE | 874,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 67,532 | 189,400 | SH | SOLE | 189,400 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 29,016 | 350,726 | SH | SOLE | 350,726 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 103,632 | 998,000 | SH | SOLE | 998,000 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 47,393 | 1,911,000 | SH | SOLE | 1,911,000 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 48,402 | 449,000 | SH | SOLE | 449,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 151,098 | 613,000 | SH | SOLE | 613,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 162,610 | 787,000 | SH | SOLE | 787,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 216,764 | 1,678,000 | SH | SOLE | 1,678,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 85,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||