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 INC | COM | 00724F101 | 76,133 | 130,000 | SH | SOLE | 0 | 130,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 75,695 | 31,000 | SH | SOLE | 0 | 31,000 | 0 | 0 | |
| AMAZON.COM INC | COM | 023135106 | 68,803 | 20,000 | SH | SOLE | 0 | 20,000 | 0 | 0 | |
| ATLASSIAN CORP PLC | CL A | G06242104 | 12,586 | 49,000 | SH | SOLE | 0 | 49,000 | 0 | 0 | |
| BILL COM HLDGS INC | COM | 090043100 | 12,365 | 67,500 | SH | SOLE | 0 | 67,500 | 0 | 0 | |
| CHEGG INC | COM | 163092109 | 22,855 | 275,000 | SH | SOLE | 0 | 275,000 | 0 | 0 | |
| CLOUDFLARE INC | CL A COM | 18915M107 | 24,872 | 235,000 | SH | SOLE | 0 | 235,000 | 0 | 0 | |
| COUPA SOFTWARE INC | COM | 22266L106 | 27,479 | 104,836 | SH | SOLE | 0 | 104,836 | 0 | 0 | |
| CROWDSTRIKE HLDGS INC | CL A | 57636Q104 | 11,309 | 45,000 | SH | SOLE | 0 | 45,000 | 0 | 0 | |
| DOCUSIGN INC | COM | 256163106 | 41,936 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | |
| ELASTIC NV | ORD SHS | N14506104 | 41,957 | 287,850 | SH | SOLE | 0 | 287,850 | 0 | 0 | |
| EVERBRIDGE INC | COM | 29978A104 | 31,312 | 230,100 | SH | SOLE | 0 | 230,100 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 50,418 | 145,000 | SH | SOLE | 0 | 145,000 | 0 | 0 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 18,620 | 51,000 | SH | SOLE | 0 | 51,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 71,789 | 265,000 | SH | SOLE | 0 | 265,000 | 0 | 0 | |
| MONGODB INC | CL A | 60937P106 | 15,527 | 42,950 | SH | SOLE | 0 | 42,950 | 0 | 0 | |
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 43,407 | 350,000 | SH | SOLE | 0 | 350,000 | 0 | 0 | |
| PINTEREST INC | CL A | 72352L106 | 7,895 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 21,982 | 40,000 | SH | SOLE | 0 | 40,000 | 0 | 0 | |
| SHOPIFY INC | CL A | 30303M102 | 5,844 | 4,000 | SH | SOLE | 0 | 4,000 | 0 | 0 | |
| TWILIO INC | CL A | 90138F102 | 12,781 | 32,425 | SH | SOLE | 0 | 32,425 | 0 | 0 | |