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 INCORPORATED COM 00724F101 69,086 120,000 SH   SOLE 0 120,000 0 0
ALPHABET INC CAP STK CL A 02079K305 88,226 33,000 SH   SOLE 0 33,000 0 0
AMAZON COM INC COM 023135106 57,488 17,500 SH   SOLE 0 17,500 0 0
ATLASSIAN CORP PLC CL A G06242104 25,442 65,000 SH   SOLE 0 65,000 0 0
BILL COM HLDGS INC COM 090043100 20,622 77,250 SH   SOLE 0 77,250 0 0
CLOUDFLARE INC CL A COM 18915M107 32,105 285,000 SH   SOLE 0 285,000 0 0
DOCUSIGN INC COM 256163106 37,327 145,000 SH   SOLE 0 145,000 0 0
ELASTIC N V ORD SHS N14506104 67,046 450,000 SH   SOLE 0 450,000 0 0
EVERBRIDGE INC COM 29978A104 34,739 230,000 SH   SOLE 0 230,000 0 0
MICROSOFT CORP COM 594918104 90,214 320,000 SH   SOLE 0 320,000 0 0
MONGODB INC CL A 60937P106 23,811 50,500 SH   SOLE 0 50,500 0 0
NETFLIX INC COM 64110L106 6,103 10,000 SH   SOLE 0 10,000 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 7,186 350,000 SH   SOLE 0 350,000 0 0
SERVICENOW INC COM 81762P102 37,336 60,000 SH   SOLE 0 60,000 0 0
SHOPIFY INC CL A 82509L107 9,829 7,250 SH   SOLE 0 7,250 0 0
SNOWFLAKE INC CL A 833445109 8,468 28,000 SH   SOLE 0 28,000 0 0