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 |
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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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 13,456 | 166,228 | SH | SOLE | 166,228 | 0 | 0 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 29,679 | 60,516 | SH | SOLE | 60,516 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 31,441 | 106,950 | SH | SOLE | 106,950 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 57,134 | 18,145 | SH | SOLE | 18,145 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 29,670 | 122,742 | SH | SOLE | 122,742 | 0 | 0 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 26,650 | 146,600 | SH | SOLE | 146,600 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 5,909 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
COUPA SOFTWARE INC | COM | 22266L106 | 22,488 | 82,000 | SH | SOLE | 82,000 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 26,695 | 194,400 | SH | SOLE | 194,400 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 7,525 | 57,700 | SH | SOLE | 57,700 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 33,703 | 128,688 | SH | SOLE | 128,688 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 22,464 | 152,600 | SH | SOLE | 152,600 | 0 | 0 | ||
INPHI CORP | COM | 45772F107 | 70,882 | 631,465 | SH | SOLE | 631,465 | 0 | 0 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 65,727 | 846,894 | SH | SOLE | 846,894 | 0 | 0 | ||
LAM RESEARCH CORP | COM | 512807108 | 29,194 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 25,450 | 338,742 | SH | SOLE | 338,742 | 0 | 0 | ||
LYFT INC | CL A COM | 55087P104 | 6,888 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 25,412 | 640,100 | SH | SOLE | 640,100 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 55,353 | 110,700 | SH | SOLE | 110,700 | 0 | 0 | ||
PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 8,075 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 88,967 | 363,500 | SH | SOLE | 363,500 | 0 | 0 | ||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 49,436 | 498,144 | SH | SOLE | 498,144 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 24,030 | 578,900 | SH | SOLE | 578,900 | 0 | 0 | ||
QORVO INC | COM | 74736K101 | 65,227 | 505,600 | SH | SOLE | 505,600 | 0 | 0 | ||
QUALCOM INC | COM | 747525103 | 26,104 | 221,819 | SH | SOLE | 221,819 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 25,857 | 102,884 | SH | SOLE | 102,884 | 0 | 0 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 14,547 | 45,676 | SH | SOLE | 45,676 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 37,830 | 78,000 | SH | SOLE | 78,000 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 71,164 | 489,100 | SH | SOLE | 489,100 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 26,110 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 4,242 | 16,900 | SH | SOLE | 16,900 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 14,260 | 75,800 | SH | SOLE | 75,800 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 57,987 | 507,058 | SH | SOLE | 507,058 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 31,144 | 188,500 | SH | SOLE | 188,500 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 17,543 | 71,000 | SH | SOLE | 71,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 46,647 | 1,278,700 | SH | SOLE | 1,278,700 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 43,069 | 200,200 | SH | SOLE | 200,200 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 14,741 | 145,100 | SH | SOLE | 145,100 | 0 | 0 | ||
ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 72,397 | 154,000 | SH | SOLE | 154,000 | 0 | 0 | ||
ZSCALER INC | COM | 98980G102 | 12,714 | 90,366 | SH | SOLE | 90,366 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 54,844 | 6,013,566 | SH | SOLE | 6,013,566 | 0 | 0 |