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 | 44,700 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 46,504 | 2,165,000 | SH | SOLE | 2,165,000 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 31,164 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
DOMO INC | COM CL B | 257554105 | 32,264 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
DROPBOX INC | CL A | 26210C104 | 73,575 | 3,375,000 | SH | SOLE | 3,375,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 36,505 | 219,000 | SH | SOLE | 219,000 | 0 | 0 | ||
GODADDY INC | CL A | 380237107 | 22,557 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
HEALTH INS INNOVATIONS INC | COM CL A | 42225K106 | 24,138 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 27,437 | 910,000 | SH | SOLE | 910,000 | 0 | 0 | ||
MIMECAST LTD | ORD SHS | G14838109 | 24,622 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
NUTANIX INC | CL A | 67059N108 | 22,644 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 97,013 | 3,250,000 | SH | SOLE | 3,250,000 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 37,646 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 64,680 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
SVMK INC | COM | 78489X103 | 25,858 | 1,420,000 | SH | SOLE | 1,420,000 | 0 | 0 | ||
TALEND S A | ADS | 874224207 | 27,055 | 535,000 | SH | SOLE | 535,000 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 37,559 | 730,000 | SH | SOLE | 730,000 | 0 | 0 | ||
WAGEWORKS INC | COM | 930427109 | 16,875 | 446,900 | SH | SOLE | 446,900 | 0 | 0 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 42,630 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 |