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 | 71,127 | 1,442,452 | SH | SOLE | 1,442,452 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 187,811 | 1,123,070 | SH | SOLE | 1,123,070 | 0 | 0 | ||
| CERIDIAN HCM HLDG INC | COM | 15677J108 | 139,493 | 2,825,463 | SH | SOLE | 2,825,463 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 255,828 | 7,544,323 | SH | SOLE | 7,544,323 | 0 | 0 | ||
| DYNATRACE INC | COM | 268150109 | 128,258 | 6,869,735 | SH | SOLE | 6,869,735 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 12,351 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| EVENTBRITE INC | COM CL A | 29975E109 | 2,745 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 68,483 | 384,565 | SH | SOLE | 384,565 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 3,456 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| GREENSKY INC | CL A | 39572G100 | 105,055 | 15,347,750 | SH | SOLE | 15,347,750 | 0 | 0 | ||
| LIVONGO HEALTH INC | COM | 539183103 | 84,063 | 4,820,102 | SH | SOLE | 4,820,102 | 0 | 0 | ||
| MEDALLIA INC | COM | 584021109 | 13,715 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,370 | 5,120 | SH | SOLE | 5,120 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 29,919 | 1,192,000 | SH | SOLE | 1,192,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 100,471 | 395,787 | SH | SOLE | 395,787 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 48,839 | 428,410 | SH | SOLE | 428,410 | 0 | 0 | ||
| STONECO LTD | COM CL A | G85158106 | 1,739 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SUNLANDS ONLINE ED GROUP | ADS | 86740P108 | 8,782 | 2,976,874 | SH | SOLE | 2,976,874 | 0 | 0 | ||
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 12,510 | 979,639 | SH | SOLE | 979,639 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 308,179 | 2,802,642 | SH | SOLE | 2,802,642 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 647,798 | 21,260,206 | SH | SOLE | 21,260,206 | 0 | 0 | ||
| UPWORK INC | COM | 91688F104 | 40,195 | 3,021,031 | SH | SOLE | 3,021,031 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 90,815 | 2,593,984 | SH | SOLE | 2,593,984 | 0 | 0 | ||