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 | 32,080 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 100,186 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 86,153 | 5,050,000 | SH | SOLE | 5,050,000 | 0 | 0 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 50,784 | 630,000 | SH | SOLE | 630,000 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 59,494 | 495,000 | SH | SOLE | 495,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 123,393 | 635,000 | SH | SOLE | 635,000 | 0 | 0 | ||
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 76,313 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 45,728 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 37,943 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
TALEND S A | ADS | 874224207 | 112,104 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
WIX COM LTD | SHS | M98068105 | 15,045 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 63,110 | 1,730,000 | SH | SOLE | 1,730,000 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 24,521 | 450,000 | SH | SOLE | 450,000 | 0 | 0 |