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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 13,928 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 19,463 | 38,916 | SH | SOLE | 38,916 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 25,764 | 14,700 | SH | SOLE | 14,700 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 39,718 | 12,195 | SH | SOLE | 12,195 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 14,240 | 63,442 | SH | SOLE | 63,442 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 37,318 | 128,429 | SH | SOLE | 128,429 | 0 | 0 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 5,531 | 23,648 | SH | SOLE | 23,648 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 6,713 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
COUPA SOFTWARE INC | COM | 22266L106 | 27,113 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 31,773 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
DOCUSIGN INC | COM | 256163106 | 13,805 | 62,100 | SH | SOLE | 62,100 | 0 | 0 | ||
F5 NETWORKS INC | COM | 315616102 | 15,500 | 88,100 | SH | SOLE | 88,100 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 25,223 | 92,338 | SH | SOLE | 92,338 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 32,041 | 226,500 | SH | SOLE | 226,500 | 0 | 0 | ||
INPHI CORP | COM | 45772F107 | 54,201 | 337,765 | SH | SOLE | 337,765 | 0 | 0 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 60,162 | 684,438 | SH | SOLE | 684,438 | 0 | 0 | ||
LAM RESEARCH CORP | COM | 512807108 | 41,560 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 14,220 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
LYFT INC | CL A COM | 55087P104 | 26,412 | 537,600 | SH | SOLE | 537,600 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 30,273 | 636,800 | SH | SOLE | 636,800 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 15,369 | 69,100 | SH | SOLE | 69,100 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 54,120 | 100,087 | SH | SOLE | 100,087 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 7,776 | 48,900 | SH | SOLE | 48,900 | 0 | 0 | ||
OKTA INC | CL A | 679295105 | 12,713 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 129,196 | 363,534 | SH | SOLE | 363,534 | 0 | 0 | ||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 56,785 | 374,274 | SH | SOLE | 374,274 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 26,366 | 400,091 | SH | SOLE | 400,091 | 0 | 0 | ||
PROOFPOINT INC | COM | 743424103 | 10,231 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
QORVO INC | COM | 74736K101 | 66,516 | 400,046 | SH | SOLE | 400,046 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 30,468 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 13,870 | 36,600 | SH | SOLE | 36,600 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 15,021 | 67,500 | SH | SOLE | 67,500 | 0 | 0 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 14,551 | 51,576 | SH | SOLE | 51,576 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 42,934 | 78,000 | SH | SOLE | 78,000 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 60,929 | 398,544 | SH | SOLE | 398,544 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 25,035 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 14,763 | 52,464 | SH | SOLE | 52,464 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 56,227 | 416,958 | SH | SOLE | 416,958 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 20,779 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 52,366 | 154,700 | SH | SOLE | 154,700 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 58,576 | 1,148,541 | SH | SOLE | 1,148,541 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 34,078 | 155,800 | SH | SOLE | 155,800 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 30,112 | 166,200 | SH | SOLE | 166,200 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 35,946 | 150,019 | SH | SOLE | 150,019 | 0 | 0 | ||
ZILLOW GROUP INC | CL A | 98954M101 | 13,594 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 16,866 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
ZSCALER INC | COM | 98980G102 | 29,138 | 145,900 | SH | SOLE | 145,900 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 29,610 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 |