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
AIRBNB INC COM CL A 009066101 8,325 50,000 SH   SOLE   50,000 0 0
ALPHABET INC CAP STK CL C 02079K107 10,128 3,500 SH   SOLE   3,500 0 0
AMAZON COM INC COM 023135106 26,675 8,000 SH   SOLE   8,000 0 0
ANAPLAN INC COM 03272L108 13,755 300,000 SH   SOLE   300,000 0 0
BLOCK INC CL A 852234103 16,151 100,000 SH   SOLE   100,000 0 0
CARVANA CO CL A 146869102 5,795 25,000 SH   SOLE   25,000 0 0
DOMO INC COM CL B 257554105 2,480 50,000 SH   SOLE   50,000 0 0
ELASTIC N V ORD SHS N14506104 17,233 140,000 SH   SOLE   140,000 0 0
GLOBAL PMTS INC COM 37940X102 16,222 120,000 SH   SOLE   120,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 7,186 20,000 SH   SOLE   20,000 0 0
MERCADOLIBRE INC COM 58733R102 6,068 4,500 SH   SOLE   4,500 0 0
ON24 INC COM 68339B104 4,338 250,000 SH   SOLE   250,000 0 0
PINTEREST INC CL A 72352L106 14,540 400,000 SH   SOLE   400,000 0 0
RINGCENTRAL INC CL A 76680R206 21,545 115,000 SH   SOLE   115,000 0 0
SNAP INC CL A 83304A106 23,515 500,000 SH   SOLE   500,000 0 0
TWILIO INC CL A 90138F102 11,850 45,000 SH   SOLE   45,000 0 0
WORKDAY INC CL A 98138H101 12,293 45,000 SH   SOLE   45,000 0 0
ZENDESK INC COM 98936J101 26,073 250,000 SH   SOLE   250,000 0 0