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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 232,855 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 166,717 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| AMPLITUDE INC | COM CL A | 03213A104 | 15,572 | 294,152 | SH | SOLE | 294,152 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 359,885 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 146,196 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
| DOLBY LABORATORIES INC | COM CL A | 25659T107 | 219,006 | 2,300,000 | SH | SOLE | 2,300,000 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 157,918 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 68,660 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| MATCH GROUP INC NEW | COM | 57667L107 | 171,925 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 271,098 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 37,716 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 169,722 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| ROBLOX CORP | CL A | 771049103 | 154,740 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| SAILPOINT TECHNOLOGIES HLDGS | COM | 78781P105 | 253,736 | 5,248,987 | SH | SOLE | 5,248,987 | 0 | 0 | ||
| SAMSARA INC | COM CL A | 79589L106 | 43,235 | 1,538,071 | SH | SOLE | 1,538,071 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 345,923 | 8,250,000 | SH | SOLE | 8,250,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 125,790 | 3,000,000 | SH | Call | SOLE | 3,000,000 | 0 | 0 | |
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 161,925 | 3,750,000 | SH | SOLE | 3,750,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 198,151 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||