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 | 12,987 | 70,000 | SH | SOLE | 12,987 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 4,234 | 3,750 | SH | SOLE | 4,234 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 4,642 | 4,161 | SH | SOLE | 4,642 | 0 | 0 | ||
| ALTERYX INC | COM CL A | 02156B103 | 34,726 | 910,000 | SH | SOLE | 34,726 | 0 | 0 | ||
| APPFOLIO INC | COM CL A | 03783C100 | 7,696 | 125,848 | SH | SOLE | 7,696 | 0 | 0 | ||
| BLACKLINE INC | COM | 09239B109 | 13,898 | 320,000 | SH | SOLE | 13,898 | 0 | 0 | ||
| CERIDIAN HCM HLDG INC | COM | 15677J108 | 8,298 | 250,000 | SH | SOLE | 8,298 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 18,460 | 95,000 | SH | SOLE | 18,460 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 28,328 | 535,000 | SH | Put | SOLE | 28,328 | 0 | 0 | |
| GODADDY INC | CL A | 380237107 | 29,652 | 420,000 | SH | SOLE | 29,652 | 0 | 0 | ||
| ONESMART INTL ED GROUP LTD | SPONSORED ADS | 68276W103 | 12,448 | 1,121,481 | SH | SOLE | 12,448 | 0 | 0 | ||
| SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 23,804 | 970,000 | SH | SOLE | 23,804 | 0 | 0 | ||
| SENDGRID INC | COM | 816883102 | 6,630 | 250,000 | SH | SOLE | 6,630 | 0 | 0 | ||
| SUNLANDS ONLINE ED GROUP | ADS | 86740P108 | 3,182 | 357,125 | SH | SOLE | 3,182 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 3,634 | 30,000 | SH | SOLE | 3,634 | 0 | 0 | ||