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 | 10,709 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 103,371 | 51,608 | SH | SOLE | 51,608 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 294,040 | 146,800 | SH | Call | SOLE | 146,800 | 0 | 0 | |
| EVENTBRITE INC | COM CL A | 29975E109 | 4,556 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| EVERBRIDGE INC | COM | 29978A104 | 43,961 | 762,674 | SH | SOLE | 762,674 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 39,651 | 1,456,166 | SH | SOLE | 1,456,166 | 0 | 0 | ||
| GRIDSUM HLDG INC | SPONSORED ADR | 398132100 | 16,747 | 2,608,528 | SH | SOLE | 2,608,528 | 0 | 0 | ||
| GTY TECHNOLOGY HOLDINGS INC | UNIT 99/99/9999 | G4182A110 | 27,050 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 98,391 | 454,000 | SH | SOLE | 454,000 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 80,407 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 65,534 | 573,000 | SH | SOLE | 573,000 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 42,172 | 962,837 | SH | SOLE | 962,837 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 12,929 | 46,007 | SH | SOLE | 46,007 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 52,810 | 1,908,552 | SH | SOLE | 1,908,552 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 89,710 | 398,250 | SH | SOLE | 398,250 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 1,272 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 51,067 | 282,405 | SH | SOLE | 282,405 | 0 | 0 | ||
| STAMPS COM INC | COM NEW | 852857200 | 36,079 | 159,500 | SH | SOLE | 159,500 | 0 | 0 | ||
| STITCH FIX INC | COM CL A | 860897107 | 25,470 | 581,897 | SH | SOLE | 581,897 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 71,095 | 515,215 | SH | SOLE | 515,215 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 27,098 | 229,840 | SH | SOLE | 229,840 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 164,357 | 1,113,000 | SH | SOLE | 1,113,000 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 106,527 | 3,238,900 | SH | SOLE | 3,238,900 | 0 | 0 | ||