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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 13,707 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 74,340 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 38,583 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
DROPBOX INC | CL A | 26210C104 | 72,527 | 3,550,000 | SH | SOLE | 3,550,000 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 22,530 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 69,478 | 530,000 | SH | SOLE | 530,000 | 0 | 0 | ||
LOGMEIN INC | COM | 54142L109 | 20,393 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
NUTANIX INC | CL A | 67059N108 | 67,376 | 1,620,000 | SH | SOLE | 1,620,000 | 0 | 0 | ||
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 52,444 | 2,800,000 | SH | SOLE | 2,800,000 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 43,321 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
REALPAGE INC | COM | 75606N109 | 23,131 | 480,000 | SH | SOLE | 480,000 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 49,464 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
TALEND S A | ADS | 874224207 | 40,788 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
WIX COM LTD | SHS | M98068105 | 15,810 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 70,804 | 3,100,000 | SH | SOLE | 3,100,000 | 0 | 0 |