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 |
| ADOBE SYS INC | COM | 00724F101 | 6,949 | 28,500 | SH | SOLE | 28,500 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 3,340 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 83,674 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 33,316 | 19,600 | SH | SOLE | 19,600 | 0 | 0 | ||
| ANSYS INC | COM | 03662Q105 | 2,439 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| APPFOLIO INC | COM CL A | 03783C100 | 599 | 9,800 | SH | SOLE | 9,800 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 13,050 | 70,500 | SH | SOLE | 70,500 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 6,815 | 109,000 | SH | SOLE | 109,000 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 524 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| BLACKLINE INC | COM | 09239B109 | 630 | 14,500 | SH | SOLE | 14,500 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 1,000 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| CHURCHILL DOWNS INC | COM | 171484108 | 237 | 800 | SH | SOLE | 800 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 3,177 | 7,700 | SH | SOLE | 7,700 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 15,124 | 243,000 | SH | SOLE | 243,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 53,729 | 276,500 | SH | SOLE | 276,500 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 2,542 | 36,000 | SH | SOLE | 36,000 | 0 | 0 | ||
| GTT COMMUNICATIONS INC | COM | 362393100 | 1,553 | 34,500 | SH | SOLE | 34,500 | 0 | 0 | ||
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 294 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 2,025 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C BRAVES GRP | 531229888 | 259 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 869 | 2,800 | SH | SOLE | 2,800 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 190,810 | 1,935,000 | SH | SOLE | 1,935,000 | 0 | 0 | ||
| MIMECAST LTD | ORD SHS | G14838109 | 474 | 11,500 | SH | SOLE | 11,500 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 402 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 686 | 26,500 | SH | SOLE | 26,500 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 479 | 9,500 | SH | SOLE | 9,500 | 0 | 0 | ||
| REALPAGE INC | COM | 75606N109 | 303 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
| SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 14,896 | 607,000 | SH | SOLE | 607,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 8,798 | 64,500 | SH | SOLE | 64,500 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 5,950 | 34,500 | SH | SOLE | 34,500 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 4,651 | 106,500 | SH | SOLE | 106,500 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 4,589 | 59,700 | SH | SOLE | 59,700 | 0 | 0 | ||