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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 7,009 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| ALTERYX INC | COM CL A | 02156B103 | 2,657 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 4,983 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||
| COMSCORE INC | COM | 20564W105 | 2,915 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| CONDUENT INC | COM | 206787103 | 4,027 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 5,206 | 82,000 | SH | SOLE | 82,000 | 0 | 0 | ||
| DOLBY LABORATORIES INC | COM | 25659T107 | 6,027 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| EBAY INC | COM | 278642103 | 4,868 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 3,045 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 3,032 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 1,393 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 4,386 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 4,686 | 31,700 | SH | SOLE | 31,700 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 6,047 | 512,000 | SH | SOLE | 512,000 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 3,495 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 3,258 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 1,132 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 4,949 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 4,085 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| SYMANTEC CORP | COM | 871503108 | 4,541 | 148,000 | SH | SOLE | 148,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 1,392 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| VONAGE HLDGS CORP | COM | 92886T201 | 4,424 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 5,704 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 4,749 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||