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 | 30,198 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| ANGI HOMESERVICES INC | COM CL A | 00183L102 | 18,225 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 18,871 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
| CLARIVATE PLC | ORD SHS | G21810109 | 12,282 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| DADA NEXUS LTD | ADS | 23344D108 | 13,380 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| DOMO INC | COM CL B | 257554105 | 11,260 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 15,215 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 17,030 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 15,494 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 15,266 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| JD.COM INC | SPON ADR CL A | 47215P106 | 30,090 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 13,302 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 17,101 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 30,909 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 18,205 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
| SPROUT SOCIAL INC | COM CL A | 85209W109 | 32,400 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 14,692 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 17,446 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 19,063 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 28,104 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 30,986 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||