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 | 64,256 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 97,956 | 5,400,000 | SH | SOLE | 5,400,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 68,688 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 21,508 | 66,000 | SH | SOLE | 66,000 | 0 | 0 | ||
| DROPBOX INC | CL A | 26210C104 | 77,807 | 2,900,000 | SH | SOLE | 2,900,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 58,064 | 445,000 | SH | SOLE | 445,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 76,474 | 465,000 | SH | SOLE | 465,000 | 0 | 0 | ||
| LOGMEIN INC | COM | 54142L109 | 22,453 | 252,000 | SH | SOLE | 252,000 | 0 | 0 | ||
| NUTANIX INC | CL A | 67059N108 | 72,564 | 1,698,605 | SH | SOLE | 1,698,605 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 69,175 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 55,830 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 39,126 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 64,510 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 60,760 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||