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 |
| AIRBNB INC | COM CL A | 009066101 | 246,807 | 1,681,244 | SH | SOLE | 1,681,244 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 215,275 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 393,437 | 120,800 | SH | SOLE | 120,800 | 0 | 0 | ||
| BIGCOMMERCE HLDGS INC | COM SER 1 | 08975P108 | 16,358 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
| BILL COM HLDGS INC | COM | 090043100 | 1,570 | 11,500 | SH | SOLE | 11,500 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 307,139 | 1,450,000 | SH | SOLE | 1,450,000 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 232,304 | 1,045,000 | SH | SOLE | 1,045,000 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 611,557 | 4,284,115 | SH | SOLE | 4,284,115 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 258,764 | 947,300 | SH | SOLE | 947,300 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 77,446 | 444,072 | SH | SOLE | 444,072 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 558,188 | 1,408,000 | SH | SOLE | 1,408,000 | 0 | 0 | ||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 7,114 | 115,592 | SH | SOLE | 115,592 | 0 | 0 | ||
| MEDALLIA INC | COM | 584021109 | 136,170 | 4,099,026 | SH | SOLE | 4,099,026 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 356,984 | 1,605,000 | SH | SOLE | 1,605,000 | 0 | 0 | ||
| NCINO INC | COM | 63947U107 | 12,726 | 175,750 | SH | SOLE | 175,750 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 397,159 | 1,562,019 | SH | SOLE | 1,562,019 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 420,623 | 1,796,000 | SH | SOLE | 1,796,000 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 383,945 | 2,161,000 | SH | SOLE | 2,161,000 | 0 | 0 | ||
| RACKSPACE TECHNOLOGY INC | COM | 750102105 | 1,147 | 60,199 | SH | SOLE | 60,199 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 569,592 | 1,503,000 | SH | SOLE | 1,503,000 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 448,821 | 2,254,816 | SH | SOLE | 2,254,816 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 458,563 | 833,100 | SH | SOLE | 833,100 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 1,011,963 | 894,000 | SH | SOLE | 894,000 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 203,174 | 722,012 | SH | SOLE | 722,012 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 43,528 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SUMO LOGIC INC | COM | 86646P103 | 1,858 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 942,079 | 2,783,100 | SH | SOLE | 2,783,100 | 0 | 0 | ||
| UNITY SOFTWARE INC | COM | 91332U101 | 153,470 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| VASTA PLATFORM LTD | CL A | G9440A109 | 14,500 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 118,062 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| ZOOMINFO TECHNOLOGIES INC | COM CL A | 98980F104 | 2,412 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||