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Skye Global Management LP – ‘13F-HR’ for 9/30/18 – ‘INFO-TABLE’

On:  Tuesday, 11/13/18, at 10:00am ET   ·   Effective:  11/13/18   ·   For:  9/30/18   ·   Accession #:  1420506-18-904   ·   File #:  28-18413

Previous ‘13F-HR’:  ‘13F-HR’ on 8/14/18 for 6/30/18   ·   Next:  ‘13F-HR’ on 2/13/19 for 12/31/18   ·   Latest:  ‘13F-HR’ on 2/14/24 for 12/31/23

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  As Of               Filer                 Filing    For·On·As Docs:Size             Issuer                      Filing Agent

11/13/18  Skye Global Management LP         13F-HR      9/30/18    2:21K                                    EDGARfilingagent.com/FA

Quarterly Holdings and Combination Report by a Money Manager   —   Form 13F
Filing Table of Contents

Document/Exhibit                   Description                      Pages   Size 

 1: 13F-HR      Quarterly Holdings and Combination Report by a      HTML      3K 
                Money Manager -- primary_doc.xml                                 
 2: INFO-TABLE  Information Table for Skye Global Management Lp --  HTML      3K 
                Form13F_InfoTable.xml

‘INFO-TABLE’   —   Information Table for Skye Global Management Lp — Form13F_InfoTable.xml



        

This ‘INFO-TABLE’ Document is an XML Data File that may be rendered in various formats:

  Information Table    –   Plain Text   –  SEC Website  –  EDGAR System  –    XML Data    –  <?xml?> File
 
 
XML Data rendering:  Information Table for Skye Global Management Lp
 
                                                                                                                                                                                
<?xml version="1.0" encoding="windows-1252"?>
<informationTable xsi:schemaLocation="http://www.sec.gov/edgar/document/thirteenf/informationtable eis_13FDocument.xsd" xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:n1="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<infoTable>
<nameOfIssuer> ADOBE SYS INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 00724F101 </cusip>
<value> 3968 </value>
<shrsOrPrnAmt>
<sshPrnamt> 14700 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 14700 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ALIBABA GROUP HLDG LTD </nameOfIssuer>
<titleOfClass> SPONSORED ADS </titleOfClass>
<cusip> 01609W102 </cusip>
<value> 4943 </value>
<shrsOrPrnAmt>
<sshPrnamt> 30000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 30000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ALPHABET INC </nameOfIssuer>
<titleOfClass> CAP STK CL C </titleOfClass>
<cusip> 02079K107 </cusip>
<value> 87481 </value>
<shrsOrPrnAmt>
<sshPrnamt> 73300 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 73300 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> AMAZON COM INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 023135106 </cusip>
<value> 30446 </value>
<shrsOrPrnAmt>
<sshPrnamt> 15200 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 15200 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> AMERICAN TOWER CORP NEW </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 03027X100 </cusip>
<value> 247 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1700 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 1700 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> APPLE INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 037833100 </cusip>
<value> 24380 </value>
<shrsOrPrnAmt>
<sshPrnamt> 108000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 108000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ATLASSIAN CORP PLC </nameOfIssuer>
<titleOfClass> CL A </titleOfClass>
<cusip> G06242104 </cusip>
<value> 9037 </value>
<shrsOrPrnAmt>
<sshPrnamt> 94000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 94000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> AUTODESK INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 052769106 </cusip>
<value> 1983 </value>
<shrsOrPrnAmt>
<sshPrnamt> 12700 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 12700 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> BOEING CO </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 097023105 </cusip>
<value> 558 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 1500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> CME GROUP INC </nameOfIssuer>
<titleOfClass> COM CL A </titleOfClass>
<cusip> 12572Q105 </cusip>
<value> 426 </value>
<shrsOrPrnAmt>
<sshPrnamt> 2500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 2500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> COSTAR GROUP INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 22160N109 </cusip>
<value> 505 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1200 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 1200 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> COUPA SOFTWARE INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 22266L106 </cusip>
<value> 10639 </value>
<shrsOrPrnAmt>
<sshPrnamt> 134500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 134500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> DIREXION SHS ETF TR </nameOfIssuer>
<titleOfClass> DLY EMG MK BL 3X </titleOfClass>
<cusip> 25490K281 </cusip>
<value> 2289 </value>
<shrsOrPrnAmt>
<sshPrnamt> 27000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 27000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> DOWDUPONT INC </nameOfIssuer>
<titleOfClass> CALL </titleOfClass>
<cusip> 26078J900 </cusip>
<value> 5917 </value>
<shrsOrPrnAmt>
<sshPrnamt> 92000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<putCall> Call </putCall>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 92000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> DOWDUPONT INC </nameOfIssuer>
<titleOfClass> CALL </titleOfClass>
<cusip> 26078J900 </cusip>
<value> 1801 </value>
<shrsOrPrnAmt>
<sshPrnamt> 28000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<putCall> Call </putCall>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 28000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> DOWDUPONT INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 26078J100 </cusip>
<value> 18071 </value>
<shrsOrPrnAmt>
<sshPrnamt> 281000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 281000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> FIRSTSERVICE CORP NEW </nameOfIssuer>
<titleOfClass> SUB VTG SH </titleOfClass>
<cusip> 33767E103 </cusip>
<value> 1820 </value>
<shrsOrPrnAmt>
<sshPrnamt> 21500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 21500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> GODADDY INC </nameOfIssuer>
<titleOfClass> CL A </titleOfClass>
<cusip> 380237107 </cusip>
<value> 1501 </value>
<shrsOrPrnAmt>
<sshPrnamt> 18000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 18000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> INSTRUCTURE INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 45781U103 </cusip>
<value> 6602 </value>
<shrsOrPrnAmt>
<sshPrnamt> 186500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 186500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> INTERACTIVE BROKERS GROUP IN </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 45841N107 </cusip>
<value> 277 </value>
<shrsOrPrnAmt>
<sshPrnamt> 5000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 5000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> INTUIT </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 461202103 </cusip>
<value> 1137 </value>
<shrsOrPrnAmt>
<sshPrnamt> 5000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 5000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> JD COM INC </nameOfIssuer>
<titleOfClass> SPON ADR CL A </titleOfClass>
<cusip> 47215P106 </cusip>
<value> 2818 </value>
<shrsOrPrnAmt>
<sshPrnamt> 108000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 108000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> JPMORGAN CHASE & CO </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 46625H100 </cusip>
<value> 39268 </value>
<shrsOrPrnAmt>
<sshPrnamt> 348000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 348000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> LIBERTY MEDIA CORP DELAWARE </nameOfIssuer>
<titleOfClass> COM C BRAVES GRP </titleOfClass>
<cusip> 531229888 </cusip>
<value> 354 </value>
<shrsOrPrnAmt>
<sshPrnamt> 13000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 13000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> LIBERTY MEDIA CORP DELAWARE </nameOfIssuer>
<titleOfClass> COM SER C FRMLA </titleOfClass>
<cusip> 531229854 </cusip>
<value> 309 </value>
<shrsOrPrnAmt>
<sshPrnamt> 8300 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 8300 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> LIBERTY MEDIA CORP DELAWARE </nameOfIssuer>
<titleOfClass> COM C SIRIUSXM </titleOfClass>
<cusip> 531229607 </cusip>
<value> 5388 </value>
<shrsOrPrnAmt>
<sshPrnamt> 124000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 124000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> MADISON SQUARE GARDEN CO NEW </nameOfIssuer>
<titleOfClass> CL A </titleOfClass>
<cusip> 55825T103 </cusip>
<value> 284 </value>
<shrsOrPrnAmt>
<sshPrnamt> 900 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 900 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> MICROSOFT CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 594918104 </cusip>
<value> 205294 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1795000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 1795000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> PANDORA MEDIA INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 698354107 </cusip>
<value> 3395 </value>
<shrsOrPrnAmt>
<sshPrnamt> 357000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 357000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> S&P GLOBAL INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 78409V104 </cusip>
<value> 645 </value>
<shrsOrPrnAmt>
<sshPrnamt> 3300 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 3300 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SAILPOINT TECHNLGIES HLDGS I </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 78781P105 </cusip>
<value> 2603 </value>
<shrsOrPrnAmt>
<sshPrnamt> 76500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 76500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SALESFORCE COM INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 79466L302 </cusip>
<value> 4214 </value>
<shrsOrPrnAmt>
<sshPrnamt> 26500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 26500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SERVICENOW INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 81762P102 </cusip>
<value> 5575 </value>
<shrsOrPrnAmt>
<sshPrnamt> 28500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 28500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SHARPSPRING INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 820054104 </cusip>
<value> 147 </value>
<shrsOrPrnAmt>
<sshPrnamt> 10500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 10500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SPOTIFY TECHNOLOGY S A </nameOfIssuer>
<titleOfClass> SHS </titleOfClass>
<cusip> L8681T102 </cusip>
<value> 398 </value>
<shrsOrPrnAmt>
<sshPrnamt> 2200 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 2200 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> STARS GROUP INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 85570W100 </cusip>
<value> 336 </value>
<shrsOrPrnAmt>
<sshPrnamt> 13500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 13500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> TAKE-TWO INTERACTIVE SOFTWAR </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 874054109 </cusip>
<value> 925 </value>
<shrsOrPrnAmt>
<sshPrnamt> 6700 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 6700 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> TRANSDIGM GROUP INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 893641100 </cusip>
<value> 800 </value>
<shrsOrPrnAmt>
<sshPrnamt> 2150 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 2150 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> VEEVA SYS INC </nameOfIssuer>
<titleOfClass> CL A COM </titleOfClass>
<cusip> 922475108 </cusip>
<value> 8655 </value>
<shrsOrPrnAmt>
<sshPrnamt> 79500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 79500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> WATSCO INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 942622200 </cusip>
<value> 285 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1600 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 1600 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> WORKDAY INC </nameOfIssuer>
<titleOfClass> CL A </titleOfClass>
<cusip> 98138H101 </cusip>
<value> 890 </value>
<shrsOrPrnAmt>
<sshPrnamt> 6100 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 6100 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> XPO LOGISTICS INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 983793100 </cusip>
<value> 285 </value>
<shrsOrPrnAmt>
<sshPrnamt> 2500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 2500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ZENDESK INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 98936J101 </cusip>
<value> 1136 </value>
<shrsOrPrnAmt>
<sshPrnamt> 16000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 16000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
</informationTable>


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