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 | 34,034 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 13,040 | 585,000 | SH | SOLE | 585,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 14,623 | 7,500 | SH | Call | SOLE | 7,500 | 0 | 0 | |
| BILL COM HLDGS INC | COM | 090043100 | 2,565 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 15,471 | 11,500 | SH | SOLE | 11,500 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 5,498 | 12,600 | SH | SOLE | 12,600 | 0 | 0 | ||
| CLARIVATE ANALYTICS PLC | COM | G21810109 | 18,156 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
| DOMO INC | COM CL B | 257554105 | 10,934 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 16,680 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 10,704 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 11,538 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 29,363 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| MIMECAST LTD | ORD SHS | G14838109 | 30,888 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 19,496 | 92,000 | SH | SOLE | 92,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 16,846 | 117,000 | SH | SOLE | 117,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 2,140 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| SPROUT SOCIAL INC | COM CL A | 85209W109 | 16,359 | 1,025,000 | SH | SOLE | 1,025,000 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 1,310 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 20,757 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 11,439 | 510,000 | SH | SOLE | 510,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 14,324 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 6,786 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| ZENDESK INC | COM | 98936J101 | 16,643 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||