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
ADOBE SYSTEMS INC COM 00724F101 71,306 150,000 SH   SOLE   150,000 0 0
ALPHABET INC CAP STK CL A 02079K305 67,032 32,500 SH   SOLE   32,500 0 0
AMAZON.COM INC COM 023135106 85,087 27,500 SH   SOLE   27,500 0 0
ATLASSIAN CORP PLC CL A G06242104 10,538 50,000 SH   SOLE   50,000 0 0
BILL.COM HLDGS,INC COM 900431000 15,641 107,500 SH   SOLE   107,500 0 0
CLOUDFLARE INC CL A COM 18915M107 18,970 270,000 SH   SOLE   270,000 0 0
COUPA SOFTWARE INC COM 22266L106 43,735 171,861 SH   SOLE   171,861 0 0
DOCUSIGN INC COM 256163106 10,123 50,000 SH   SOLE   50,000 0 0
ELASTIC N V ORD SHS N14506104 11,120 100,000 SH   SOLE   100,000 0 0
FACEBOOK INC CL A 30303M102 39,762 135,000 SH   SOLE   135,000 0 0
LYFT INC CL A COM 55087P104 4,739 75,000 SH   SOLE   75,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 48,067 135,000 SH   SOLE   135,000 0 0
MICROSOFT CORP COM 594918104 53,048 225,000 SH   SOLE   225,000 0 0
MONGODB INC CL A 60937P106 11,098 41,500 SH   SOLE   41,500 0 0
SERVICENOW INC COM 81762P102 20,004 40,000 SH   SOLE   40,000 0 0
SNOWFLAKE INC CL A 833445109 8,644 37,700 SH   SOLE   37,700 0 0
TWILIO INC CL A 90138F102 9,325 27,365 SH   SOLE   27,365 0 0
WISDOMTREE TR CLOUD COMPUTNG 97717Y691 12,040 250,000 SH   SOLE   250,000 0 0