The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 36,238 | 168,000 | SH | SOLE | 168,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 88,926 | 62,710 | SH | SOLE | 62,710 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 48,721 | 17,660 | SH | SOLE | 17,660 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 67,406 | 296,850 | SH | SOLE | 296,850 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 10,524 | 46,907 | SH | SOLE | 46,907 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 14,637 | 49,500 | SH | SOLE | 49,500 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 7,999 | 8,114 | SH | SOLE | 8,114 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 25,724 | 126,400 | SH | SOLE | 126,400 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 65,772 | 351,100 | SH | SOLE | 351,100 | 0 | 0 | ||
| STITCH FIX INC | COM CL A | 860897107 | 4,615 | 185,036 | SH | SOLE | 185,036 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 12,160 | 475,000 | SH | Call | SOLE | 475,000 | 0 | 0 | |
| WOODWARD INC | COM | 980745103 | 10,857 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 9,930 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | ||