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 |
AIRBNB INC | COM CL A | 009066101 | 3,800 | 42,653 | SH | SOLE | 42,653 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 20,528 | 180,579 | SH | SOLE | 180,579 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 30,661 | 288,682 | SH | SOLE | 288,682 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 36,272 | 210,931 | SH | SOLE | 210,931 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 12,071 | 81,159 | SH | SOLE | 81,159 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 53,752 | 30,733 | SH | SOLE | 30,733 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 26,791 | 57,180 | SH | SOLE | 57,180 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 40,627 | 430,366 | SH | SOLE | 430,366 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 31,337 | 341,847 | SH | SOLE | 341,847 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 18,664 | 167,479 | SH | SOLE | 167,479 | 0 | 0 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 50,280 | 782,940 | SH | SOLE | 782,940 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 28,566 | 90,547 | SH | SOLE | 90,547 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 53,956 | 210,084 | SH | SOLE | 210,084 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 62,586 | 588,547 | SH | SOLE | 588,547 | 0 | 0 | ||
SALESFORCE INC | COM | 79466L302 | 35,924 | 217,668 | SH | SOLE | 217,668 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 110,286 | 819,725 | SH | SOLE | 819,725 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 12,081 | 98,595 | SH | SOLE | 98,595 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 27,822 | 141,308 | SH | SOLE | 141,308 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 37,935 | 271,781 | SH | SOLE | 271,781 | 0 | 0 |