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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 93,198 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 101,499 | 53,600 | SH | SOLE | 53,600 | 0 | 0 | ||
| ARCO PLATFORM LTD | COM CL A | G04553106 | 13,134 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 8,135 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| BRIDGEBIO PHARMA INC | COM | 10806X102 | 15,865 | 588,235 | SH | SOLE | 588,235 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 96,500 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 136,245 | 799,000 | SH | SOLE | 799,000 | 0 | 0 | ||
| LINX S A | SPONSORED ADS | 53619W101 | 13,224 | 1,450,000 | SH | SOLE | 1,450,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 119,184 | 889,698 | SH | SOLE | 889,698 | 0 | 0 | ||
| MIMECAST LTD | ORD SHS | G14838109 | 43,632 | 934,109 | SH | SOLE | 934,109 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 82,737 | 544,000 | SH | SOLE | 544,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 78,570 | 213,900 | SH | SOLE | 213,900 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 143,012 | 1,157,900 | SH | SOLE | 1,157,900 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 114,231 | 998,000 | SH | SOLE | 998,000 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 44,581 | 2,161,000 | SH | SOLE | 2,161,000 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 19,054 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 100,360 | 873,300 | SH | SOLE | 873,300 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 168,311 | 613,000 | SH | SOLE | 613,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 236,218 | 787,000 | SH | SOLE | 787,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 228,795 | 1,678,000 | SH | SOLE | 1,678,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 16,233 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 98,601 | 1,107,500 | SH | SOLE | 1,107,500 | 0 | 0 | ||
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 31,077 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||