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 | 55,950 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 104,618 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 30,492 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 14,473 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
CLOUDERA INC | COM | 18914U100 | 52,008 | 2,410,000 | SH | SOLE | 2,410,000 | 0 | 0 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 69,567 | 692,000 | SH | SOLE | 692,000 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 46,372 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 95,874 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 95,992 | 2,505,000 | SH | SOLE | 2,505,000 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 63,532 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 63,500 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 49,635 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
SONY CORP | COM | J76379106 | 56,332 | 1,166,000 | SH | SOLE | 1,166,000 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 36,624 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
TALEND S A | ADS | 874224207 | 81,804 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
WIX COM LTD | SHS | M98068105 | 47,730 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 43,083 | 900,000 | SH | SOLE | 900,000 | 0 | 0 |