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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AFFIRM HLDGS INC COM CL A 00827B106 1,347 20,000 SH   SOLE   20,000 0 0
AIRBNB INC COM CL A 009066101 257,466 1,681,244 SH   SOLE   1,681,244 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 17,689 78,000 SH   SOLE   78,000 0 0
AMAZON COM INC COM 023135106 415,571 120,800 SH   SOLE   120,800 0 0
APPLIED MATLS INC COM 038222105 101,816 715,000 SH   SOLE   715,000 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108 3,246 50,000 SH   SOLE   50,000 0 0
BILL COM HLDGS INC COM 090043100 2,107 11,500 SH   SOLE   11,500 0 0
CONFLUENT INC CLASS A COM 20717M103 76,879 1,618,504 SH   SOLE   1,618,504 0 0
COUPANG INC CL A 22266T109 597,750 14,293,407 SH   SOLE   14,293,407 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 364,400 1,450,000 SH   SOLE   1,450,000 0 0
DOCUSIGN INC COM 256163106 350,860 1,255,000 SH   SOLE   1,255,000 0 0
DOORDASH INC CL A 25809K105 763,986 4,284,115 SH   SOLE   4,284,115 0 0
FACEBOOK INC CL A 30303M102 168,744 485,300 SH   SOLE   485,300 0 0
FIVE9 INC COM 338307101 81,438 444,072 SH   SOLE   444,072 0 0
HUBSPOT INC COM 443573100 820,470 1,408,000 SH   SOLE   1,408,000 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106 397 10,000 SH   SOLE   10,000 0 0
KE HLDGS INC SPONSORED ADS 482497104 63,852 1,339,176 SH   SOLE   1,339,176 0 0
LAM RESEARCH CORP COM 512807108 97,605 150,000 SH   SOLE   150,000 0 0
MEDALLIA INC COM 584021109 138,342 4,099,026 SH   SOLE   4,099,026 0 0
MICROSOFT CORP COM 594918104 434,795 1,605,000 SH   SOLE   1,605,000 0 0
NCINO INC COM 63947U107 10,531 175,750 SH   SOLE   175,750 0 0
OKTA INC CL A 679295105 437,243 1,787,000 SH   SOLE   1,787,000 0 0
OSCAR HEALTH INC CL A 687793109 860 40,000 SH   SOLE   40,000 0 0
PAYPAL HLDGS INC COM 70450Y103 523,498 1,796,000 SH   SOLE   1,796,000 0 0
PINDUODUO INC SPONSORED ADS 722304102 274,490 2,161,000 SH   SOLE   2,161,000 0 0
QUALTRICS INTL INC COM CL A 747601201 1,530 40,000 SH   SOLE   40,000 0 0
RINGCENTRAL INC CL A 76680R206 436,742 1,503,000 SH   SOLE   1,503,000 0 0
SEA LTD SPONSORD ADS 81141R100 619,172 2,254,816 SH   SOLE   2,254,816 0 0
SENTINELONE INC CL A 81730H109 206,384 4,856,092 SH   SOLE   4,856,092 0 0
SERVICENOW INC COM 81762P102 457,830 833,100 SH   SOLE   833,100 0 0
SHOPIFY INC CL A 82509L107 1,306,116 894,000 SH   SOLE   894,000 0 0
SNOWFLAKE INC CL A 833445109 174,583 722,012 SH   SOLE   722,012 0 0
SQUARE INC CL A 852234103 48,760 200,000 SH   SOLE   200,000 0 0
SUMO LOGIC INC COM 86646P103 1,342 65,000 SH   SOLE   65,000 0 0
TWILIO INC CL A 90138F102 1,096,987 2,783,100 SH   SOLE   2,783,100 0 0
UIPATH INC CL A 90364P105 64,011 942,304 SH   SOLE   942,304 0 0
UNITY SOFTWARE INC COM 91332U101 109,830 1,000,000 SH   SOLE   1,000,000 0 0
VASTA PLATFORM LTD CL A G9440A109 8,120 1,000,000 SH   SOLE   1,000,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 135,461 350,000 SH   SOLE   350,000 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 2,609 50,000 SH   SOLE   50,000 0 0