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 |
8X8 INC NEW | COM | 282914100 | 54,426 | 3,860,000 | SH | SOLE | 3,860,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 53,074 | 307,800 | SH | SOLE | 307,800 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 50,287 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 63,583 | 670,000 | SH | SOLE | 670,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 59,996 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
IROBOT CORP | COM | 462726100 | 21,860 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 53,222 | 367,202 | SH | SOLE | 367,202 | 0 | 0 | ||
PANDORA MEDIA INC | COM | 698354107 | 33,017 | 6,850,000 | SH | SOLE | 6,850,000 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 67,760 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 65,195 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
SONY CORP | COM | J76379106 | 46,816 | 1,037,500 | SH | SOLE | 1,037,500 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 32,824 | 299,000 | SH | SOLE | 299,000 | 0 | 0 | ||
TALEND S A | ADS | 874224207 | 51,348 | 1,370,000 | SH | SOLE | 1,370,000 | 0 | 0 | ||
UBIQUITI NETWORKS INC | COM | 90347A100 | 49,611 | 698,544 | SH | SOLE | 698,544 | 0 | 0 | ||
UNITI GROUP INC | COM | 91325V108 | 32,378 | 1,820,000 | SH | SOLE | 1,820,000 | 0 | 0 | ||
WIX COM LTD | SHS | M98068105 | 40,285 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 30,456 | 900,000 | SH | SOLE | 900,000 | 0 | 0 |