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 | 174,954 | 899,600 | SH | SOLE | 899,600 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 209,948 | 107,681 | SH | SOLE | 107,681 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 7,565 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| ARCO PLATFORM LTD | COM CL A | G04553106 | 54,938 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 11,710 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| BILL COM HLDGS INC | COM | 090043100 | 393 | 11,500 | SH | SOLE | 11,500 | 0 | 0 | ||
| CINEMARK HOLDINGS INC | COM | 17243V102 | 22,418 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 110,946 | 794,000 | SH | SOLE | 794,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 33,607 | 603,581 | SH | SOLE | 603,581 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 146,667 | 879,300 | SH | SOLE | 879,300 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 7,712 | 100,859 | SH | SOLE | 100,859 | 0 | 0 | ||
| HEALTH CATALYST INC | COM | 42225T107 | 1,961 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 178,608 | 1,341,000 | SH | SOLE | 1,341,000 | 0 | 0 | ||
| MEDALLIA INC | COM | 584021109 | 82,144 | 4,099,026 | SH | SOLE | 4,099,026 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 197,374 | 1,251,498 | SH | SOLE | 1,251,498 | 0 | 0 | ||
| MIMECAST LTD | ORD SHS | G14838109 | 21,685 | 614,319 | SH | SOLE | 614,319 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 118,474 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 174,995 | 1,431,335 | SH | SOLE | 1,431,335 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 149,215 | 1,558,542 | SH | SOLE | 1,558,542 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 29,338 | 1,105,000 | SH | SOLE | 1,105,000 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 77,861 | 2,161,000 | SH | SOLE | 2,161,000 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 268,644 | 1,267,729 | SH | SOLE | 1,267,729 | 0 | 0 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 58,711 | 1,325,000 | SH | SOLE | 1,325,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 229,579 | 801,100 | SH | SOLE | 801,100 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 351,889 | 844,000 | SH | SOLE | 844,000 | 0 | 0 | ||
| STITCH FIX INC | COM CL A | 860897107 | 10,922 | 860,000 | SH | SOLE | 860,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 249,060 | 2,783,100 | SH | SOLE | 2,783,100 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 147,101 | 2,298,100 | SH | SOLE | 2,298,100 | 0 | 0 | ||
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 51,142 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||