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 23,334 110,014 SH   SOLE   110,014 0 0
AMAZON COM INC COM 023135106 3,254 1,761 SH   SOLE   1,761 0 0
ANAPLAN INC COM 03272L108 13,177 251,472 SH   SOLE   251,472 0 0
APPLIED MATLS INC COM 038222105 4,554 74,600 SH   SOLE   74,600 0 0
BARCLAYS BK PLC IPATH B SHRT TRM 06746P621 3,614 239,000 SH   SOLE   239,000 0 0
DATADOG INC CL A COM 23804L103 14,035 371,500 SH   SOLE   371,500 0 0
IQIYI INC SPONSORED ADS 46267X108 4,750 225,000 SH   SOLE   225,000 0 0
MICROSOFT CORP COM 594918104 14,810 93,912 SH   SOLE   93,912 0 0
ATLASSIAN CORP PLC CL A G06242104 4,127 34,297 SH   SOLE   34,297 0 0
PAGERDUTY INC COM 69553P100 4,636 198,200 SH   SOLE   198,200 0 0
PAYPAL HLDGS INC COM 70450Y103 6,599 61,006 SH   SOLE   61,006 0 0
SALESFORCE COM INC COM 79466L302 6,950 42,730 SH   SOLE   42,730 0 0
SERVICENOW INC COM 81762P102 12,073 42,763 SH   SOLE   42,763 0 0
SMARTSHEET INC COM CL A 83200N103 14,927 332,303 SH   SOLE   332,303 0 0
SNAP INC CL A 83304A106 7,744 474,192 SH   SOLE   474,192 0 0
SPLUNK INC COM 848637104 12,609 84,192 SH   SOLE   84,192 0 0
TWITTER INC COM 90184L102 15,928 496,985 SH   SOLE   496,985 0 0