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 |
| AMAZON COM INC | COM | 023135106 | 9,901 | 3,200 | SH | SOLE | 3,200 | 0 | 0 | ||
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 14,453 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| BILL COM HLDGS INC | COM | 090043100 | 50,198 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 60,956 | 232,300 | SH | SOLE | 232,300 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 2,545 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 3,934 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| FUTU HLDGS LTD | SPONS ADS CL A | 36118L106 | 11,912 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| JFROG LTD | ORD SHS | M6191J100 | 1,331 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 7,073 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| NCINO INC | COM | 63947U107 | 1,668 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 64,737 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 7,252 | 14,500 | SH | SOLE | 14,500 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 9,171 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 19,299 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| ZOOMINFO TECHNOLOGIES INC | COM CL A | 98980F104 | 4,890 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||