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 |
ANAPLAN INC | COM | 03272L108 | 14,665 | 552,580 | SH | SOLE | 552,580 | 0 | 0 | ||
BANDWIDTH INC | COM CL A | 05988J103 | 8,843 | 217,000 | SH | SOLE | 217,000 | 0 | 0 | ||
DOCUSIGN INC | COM | 256163106 | 60,597 | 1,511,903 | SH | SOLE | 1,511,903 | 0 | 0 | ||
DOLBY LABORATORIES INC | COM | 25659T107 | 11,750 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
EVERBRIDGE INC | COM | 29978A104 | 7,663 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
FIVE9 INC | COM | 338307101 | 7,214 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
GODADDY INC | CL A | 380237107 | 6,418 | 97,800 | SH | SOLE | 97,800 | 0 | 0 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 6,932 | 86,400 | SH | SOLE | 86,400 | 0 | 0 | ||
MERCADOLIBRE INC | COM | 58733R102 | 3,778 | 12,900 | SH | SOLE | 12,900 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 11,242 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 6,475 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 6,632 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 6,430 | 78,000 | SH | SOLE | 78,000 | 0 | 0 | ||
SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 3,320 | 141,353 | SH | SOLE | 141,353 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 9,177 | 67,000 | SH | SOLE | 67,000 | 0 | 0 | ||
SONOS INC | COM | 83570H108 | 2,651 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
TENABLE HLDGS INC | COM | 88025T102 | 1,744 | 78,600 | SH | SOLE | 78,600 | 0 | 0 | ||
VARONIS SYS INC | COM | 922280102 | 3,731 | 70,523 | SH | SOLE | 70,523 | 0 | 0 | ||
VMWARE INC | CL A COM | 928563402 | 5,897 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
VONAGE HLDGS CORP | COM | 92886T201 | 1,904 | 218,084 | SH | SOLE | 218,084 | 0 | 0 | ||
WIX COM LTD | SHS | M98068105 | 9,034 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
ALTABA INC | COM | 021346101 | 10,140 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 6,251 | 107,100 | SH | SOLE | 107,100 | 0 | 0 |