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 31,742 140,000 SH   SOLE   140,000 0 0
AMAZON COM INC COM 023135106 49,505 16,000 SH   SOLE   16,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 6,417 10,400 SH   SOLE   10,400 0 0
DADA NEXUS LTD ADS 23344D108 14,927 550,000 SH   SOLE   550,000 0 0
DOMO INC COM CL B 257554105 14,073 250,000 SH   SOLE   250,000 0 0
ELASTIC N V ORD SHS N14506104 14,456 130,000 SH   SOLE   130,000 0 0
GLOBAL PMTS INC COM 37940X102 16,126 80,000 SH   SOLE   80,000 0 0
JD.COM INC SPON ADR CL A 47215P106 29,937 355,000 SH   SOLE   355,000 0 0
PINTEREST INC CL A 72352L106 33,314 450,000 SH   SOLE   450,000 0 0
RINGCENTRAL INC CL A 76680R206 20,852 70,000 SH   SOLE   70,000 0 0
SALESFORCE COM INC COM 79466L302 12,712 60,000 SH   SOLE   60,000 0 0
SERVICENOW INC COM 81762P102 11,002 22,000 SH   SOLE   22,000 0 0
SILVER SPIKE ACQUISITION COR CL A SHS G8136L106 9,639 525,000 SH   SOLE   525,000 0 0
SNAP INC CL A 83304A106 48,630 930,000 SH   SOLE   930,000 0 0
SPROUT SOCIAL INC COM CL A 85209W109 31,768 550,000 SH   SOLE   550,000 0 0
SQUARE INC CL A 852234103 47,681 210,000 SH   SOLE   210,000 0 0
TALEND S A ADS 874224207 6,275 98,598 SH   SOLE   98,598 0 0
WORKDAY INC CL A 98138H101 42,233 170,000 SH   SOLE   170,000 0 0
ZENDESK INC COM 98936J101 41,112 310,000 SH   SOLE   310,000 0 0