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 | 271,932 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 364,623 | 115,800 | SH | SOLE | 115,800 | 0 | 0 | ||
| BIGCOMMERCE HLDGS INC | COM SER 1 | 08975P108 | 4,165 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 20,800 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| BILL COM HLDGS INC | COM | 090043100 | 1,154 | 11,500 | SH | SOLE | 11,500 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 87,514 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 134,591 | 980,130 | SH | SOLE | 980,130 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 181,878 | 845,000 | SH | SOLE | 845,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 267,740 | 1,022,300 | SH | SOLE | 1,022,300 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 57,587 | 444,072 | SH | SOLE | 444,072 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 411,460 | 1,408,000 | SH | SOLE | 1,408,000 | 0 | 0 | ||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 956 | 15,592 | SH | SOLE | 15,592 | 0 | 0 | ||
| MEDALLIA INC | COM | 584021109 | 112,395 | 4,099,026 | SH | SOLE | 4,099,026 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 314,443 | 1,495,000 | SH | SOLE | 1,495,000 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 120,948 | 339,000 | SH | SOLE | 339,000 | 0 | 0 | ||
| NCINO INC | COM | 63947U107 | 14,004 | 175,750 | SH | SOLE | 175,750 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 334,038 | 1,562,019 | SH | SOLE | 1,562,019 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 348,456 | 1,768,542 | SH | SOLE | 1,768,542 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 160,238 | 2,161,000 | SH | SOLE | 2,161,000 | 0 | 0 | ||
| RACKSPACE TECHNOLOGY INC | COM | 750102105 | 1,161 | 60,199 | SH | SOLE | 60,199 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 412,739 | 1,503,000 | SH | SOLE | 1,503,000 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 337,887 | 2,193,500 | SH | SOLE | 2,193,500 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 404,054 | 833,100 | SH | SOLE | 833,100 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 914,535 | 894,000 | SH | SOLE | 894,000 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 181,225 | 722,012 | SH | SOLE | 722,012 | 0 | 0 | ||
| SUMO LOGIC INC | COM | 86646P103 | 1,417 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 687,676 | 2,783,100 | SH | SOLE | 2,783,100 | 0 | 0 | ||
| UNITY SOFTWARE INC | COM | 91332U101 | 87,280 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| VASTA PLATFORM LTD | CL A | G9440A109 | 15,430 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 164,539 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| ZOOMINFO TECHNOLOGIES INC | COM CL A | 98980F104 | 2,150 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||