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 | 31,742 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 49,505 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 6,417 | 10,400 | SH | SOLE | 10,400 | 0 | 0 | ||
DADA NEXUS LTD | ADS | 23344D108 | 14,927 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
DOMO INC | COM CL B | 257554105 | 14,073 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
ELASTIC N V | ORD SHS | N14506104 | 14,456 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 16,126 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 29,937 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 33,314 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 20,852 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 12,712 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 11,002 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
SILVER SPIKE ACQUISITION COR | CL A SHS | G8136L106 | 9,639 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 48,630 | 930,000 | SH | SOLE | 930,000 | 0 | 0 | ||
SPROUT SOCIAL INC | COM CL A | 85209W109 | 31,768 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
SQUARE INC | CL A | 852234103 | 47,681 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
TALEND S A | ADS | 874224207 | 6,275 | 98,598 | SH | SOLE | 98,598 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 42,233 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 41,112 | 310,000 | SH | SOLE | 310,000 | 0 | 0 |