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 |
ALTERYX INC | COM CL A | 02156B103 | 37,690,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
ALTERYX INC | COM CL A | 02156B103 | 37,690,000 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
AMAZON COM INC | COM | 023135106 | 114,408,000 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
ATLASSIAN CORPORATION | CL A | 049468101 | 70,528,500 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 66,952,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 91,090,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
MATCH GROUP INC NEW | COM | 57667L107 | 88,143,750 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 120,084,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 102,618,750 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 56,640,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | 36,420,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
ROBLOX CORP | CL A | 771049103 | 79,640,000 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | ||
ROBLOX CORP | CL A | 771049103 | 14,480,000 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
SALESFORCE INC | COM | 79466L302 | 81,112,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 71,280,000 | 8,000,000 | SH | SOLE | 8,000,000 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 61,108,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 140,390,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 195,457,500 | 4,250,000 | SH | SOLE | 4,250,000 | 0 | 0 | ||
VARONIS SYS INC | COM | 922280102 | 95,785,931 | 3,136,409 | SH | SOLE | 3,136,409 | 0 | 0 | ||
WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 31,400,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
WIX COM LTD | SHS | M98068105 | 123,930,000 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 |