The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 27,573 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 13,670 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| BILL COM HLDGS INC | COM | 090043100 | 8,561 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| CLARIVATE ANALYTICS PLC | COM | G21810109 | 27,300 | 1,625,000 | SH | SOLE | 1,625,000 | 0 | 0 | ||
| DOMO INC | COM CL B | 257554105 | 14,118 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 26,683 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 10,821 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 33,469 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| MIMECAST LTD | ORD SHS | G14838109 | 27,980 | 645,000 | SH | SOLE | 645,000 | 0 | 0 | ||
| NIO INC | SPON ADS | 62914V106 | 20,100 | 5,000,000 | SH | Put | SOLE | 5,000,000 | 0 | 0 | |
| RINGCENTRAL INC | CL A | 76680R206 | 33,734 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 22,282 | 137,000 | SH | SOLE | 137,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 30,211 | 1,850,000 | SH | SOLE | 1,850,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 25,098 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 17,625 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||