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 SYSTEMS INCORPORATED | COM | 00724F101 | 126,890 | 278,500 | SH | SOLE | 278,500 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 724,542 | 260,500 | SH | SOLE | 260,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 2,413,993 | 740,500 | SH | SOLE | 740,500 | 0 | 0 | ||
| APPFOLIO INC | COM CL A | 03783C100 | 21,227 | 187,500 | SH | SOLE | 187,500 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 3,937 | 13,400 | SH | SOLE | 13,400 | 0 | 0 | ||
| AURORA INNOVATION INC | CLASS A COM | 051774107 | 3,860 | 690,500 | SH | SOLE | 690,500 | 0 | 0 | ||
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | 176,988 | 4,198,000 | SH | SOLE | 4,198,000 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 1,348 | 11,300 | SH | SOLE | 11,300 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 3,049 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| DANAHER CORPORATION | COM | 235851102 | 32,442 | 110,600 | SH | SOLE | 110,600 | 0 | 0 | ||
| DUCK CREEK TECHNOLOGIES INC | SHS | 264120106 | 5,862 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 832 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 341,767 | 3,612,000 | SH | SOLE | 3,612,000 | 0 | 0 | ||
| INSTRUCTURE HLDGS INC | COM | 457790103 | 42,607 | 2,124,000 | SH | SOLE | 2,124,000 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 28,321 | 58,900 | SH | SOLE | 58,900 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,593,346 | 5,168,000 | SH | SOLE | 5,168,000 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 44,538 | 132,000 | SH | SOLE | 132,000 | 0 | 0 | ||
| NAUTILUS BIOTECHNOLOGY INC | COM | 63909J108 | 853 | 196,500 | SH | SOLE | 196,500 | 0 | 0 | ||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 2,034 | 35,100 | SH | SOLE | 35,100 | 0 | 0 | ||
| RENALYTIX PLC | ADS | 75973T101 | 119 | 17,200 | SH | SOLE | 17,200 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 65,834 | 160,500 | SH | SOLE | 160,500 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 22,506 | 106,000 | SH | SOLE | 106,000 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 37,374 | 312,000 | SH | SOLE | 312,000 | 0 | 0 | ||
| SERA PROGNOSTICS INC | CLASS A COM | 81749D107 | 1,535 | 405,000 | SH | SOLE | 405,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 100,042 | 148,000 | SH | SOLE | 148,000 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 4,135 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 46,269 | 104,000 | SH | SOLE | 104,000 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 72,343 | 340,500 | SH | SOLE | 340,500 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 66,975 | 302,000 | SH | SOLE | 302,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 154,009 | 643,150 | SH | SOLE | 643,150 | 0 | 0 | ||