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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 44,700 245,000 SH   SOLE   245,000 0 0
ALTICE USA INC CL A 02156K103 46,504 2,165,000 SH   SOLE   2,165,000 0 0
AUTODESK INC COM 052769106 31,164 200,000 SH   SOLE   200,000 0 0
DOMO INC COM CL B 257554105 32,264 800,000 SH   SOLE   800,000 0 0
DROPBOX INC CL A 26210C104 73,575 3,375,000 SH   SOLE   3,375,000 0 0
FACEBOOK INC CL A 30303M102 36,505 219,000 SH   SOLE   219,000 0 0
GODADDY INC CL A 380237107 22,557 300,000 SH   SOLE   300,000 0 0
HEALTH INS INNOVATIONS INC COM CL A 42225K106 24,138 900,000 SH   SOLE   900,000 0 0
JD COM INC SPON ADR CL A 47215P106 27,437 910,000 SH   SOLE   910,000 0 0
MIMECAST LTD ORD SHS G14838109 24,622 520,000 SH   SOLE   520,000 0 0
NUTANIX INC CL A 67059N108 22,644 600,000 SH   SOLE   600,000 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 97,013 3,250,000 SH   SOLE   3,250,000 0 0
PALO ALTO NETWORKS INC COM 697435105 37,646 155,000 SH   SOLE   155,000 0 0
RINGCENTRAL INC CL A 76680R206 64,680 600,000 SH   SOLE   600,000 0 0
SVMK INC COM 78489X103 25,858 1,420,000 SH   SOLE   1,420,000 0 0
TALEND S A ADS 874224207 27,055 535,000 SH   SOLE   535,000 0 0
TRIPADVISOR INC COM 896945201 37,559 730,000 SH   SOLE   730,000 0 0
WAGEWORKS INC COM 930427109 16,875 446,900 SH   SOLE   446,900 0 0
ZAYO GROUP HLDGS INC COM 98919V105 42,630 1,500,000 SH Call SOLE   1,500,000 0 0