The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

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
AMAZON COM INC COM 023135106 7,817 2,400 SH   SOLE   2,400 0 0
BILL COM HLDGS INC COM 090043100 19,110 140,000 SH   SOLE   140,000 0 0
CARVANA CO COM 146869102 23,954 100,000 SH   SOLE   100,000 0 0
COUPA SOFTWARE INC COM 22266L106 3,389 10,000 SH   SOLE   10,000 0 0
DOORDASH INC CL A 25809K105 14 100 SH   SOLE   100 0 0
JD.COM INC SPON ADR CL A 47215P106 1,319 15,000 SH   SOLE   15,000 0 0
JFROG LTD ORD SHS M6191J100 1,885 30,000 SH   SOLE   30,000 0 0
MICROSOFT CORP COM 594918104 6,673 30,000 SH   SOLE   30,000 0 0
NCINO INC COM 63947U107 1,810 25,000 SH   SOLE   25,000 0 0
SEA LTD SPONSORD ADS 81141R100 20,900 105,000 SH   SOLE   105,000 0 0
SERVICENOW INC COM 81762P102 7,981 14,500 SH   SOLE   14,500 0 0
SNOWFLAKE INC CL A 833445109 11,256 40,000 SH   SOLE   40,000 0 0
SQUARE INC CL A 852234103 8,162 37,500 SH   SOLE   37,500 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 4,823 100,000 SH   SOLE   100,000 0 0