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 |
|
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 |
AMAZON COM INC | COM | 023135106 | 56,307 | 498,295 | SH | SOLE | 498,295 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 21,233 | 113,666 | SH | SOLE | 113,666 | 0 | 0 | ||
BILL COM HLDGS INC | COM | 090043100 | 13,103 | 98,984 | SH | SOLE | 98,984 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 36,123 | 21,983 | SH | SOLE | 21,983 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 46,548 | 493,464 | SH | SOLE | 493,464 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 11,358 | 150,297 | SH | SOLE | 150,297 | 0 | 0 | ||
GARTNER INC | COM | 366651107 | 44,586 | 161,141 | SH | SOLE | 161,141 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 10,488 | 86,954 | SH | SOLE | 86,954 | 0 | 0 | ||
INTUIT | COM | 461202103 | 26,975 | 69,645 | SH | SOLE | 69,645 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 18,701 | 65,771 | SH | SOLE | 65,771 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 74,829 | 321,294 | SH | SOLE | 321,294 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 7,259 | 30,831 | SH | SOLE | 30,831 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 53,422 | 510,723 | SH | SOLE | 510,723 | 0 | 0 | ||
SALESFORCE INC | COM | 79466L302 | 61,063 | 424,518 | SH | SOLE | 424,518 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 113,206 | 843,750 | SH | SOLE | 843,750 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 7,201 | 66,062 | SH | SOLE | 66,062 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 21,795 | 822,460 | SH | SOLE | 822,460 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 25,960 | 146,132 | SH | SOLE | 146,132 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 79,453 | 521,963 | SH | SOLE | 521,963 | 0 | 0 |