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| | <nameOfIssuer> ADOBE SYS INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 00724F101 </cusip> |
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| | <nameOfIssuer> ALIBABA GROUP HLDG LTD </nameOfIssuer> |
| | <titleOfClass> SPONSORED ADS </titleOfClass> |
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| | <value> 3340 </value> |
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| | <nameOfIssuer> ALPHABET INC </nameOfIssuer> |
| | <titleOfClass> CAP STK CL C </titleOfClass> |
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| | <value> 83674 </value> |
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| | <nameOfIssuer> AMAZON COM INC </nameOfIssuer> |
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| | <nameOfIssuer> ANSYS INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
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| | <value> 2439 </value> |
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| | <nameOfIssuer> APPFOLIO INC </nameOfIssuer> |
| | <titleOfClass> COM CL A </titleOfClass> |
| | <cusip> 03783C100 </cusip> |
| | <value> 599 </value> |
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| | <nameOfIssuer> APPLE INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 037833100 </cusip> |
| | <value> 13050 </value> |
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| | <nameOfIssuer> ATLASSIAN CORP PLC </nameOfIssuer> |
| | <titleOfClass> CL A </titleOfClass> |
| | <cusip> G06242104 </cusip> |
| | <value> 6815 </value> |
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| | <nameOfIssuer> AUTODESK INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 052769106 </cusip> |
| | <value> 524 </value> |
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| | | <sshPrnamt> 4000 </sshPrnamt> |
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| | <nameOfIssuer> BLACKLINE INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 09239B109 </cusip> |
| | <value> 630 </value> |
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| | <nameOfIssuer> BOX INC </nameOfIssuer> |
| | <titleOfClass> CL A </titleOfClass> |
| | <cusip> 10316T104 </cusip> |
| | <value> 1000 </value> |
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| | | <sshPrnamt> 40000 </sshPrnamt> |
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| | <nameOfIssuer> CHURCHILL DOWNS INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 171484108 </cusip> |
| | <value> 237 </value> |
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| | | <sshPrnamt> 800 </sshPrnamt> |
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| | <nameOfIssuer> COSTAR GROUP INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 22160N109 </cusip> |
| | <value> 3177 </value> |
| | <shrsOrPrnAmt> |
| | | <sshPrnamt> 7700 </sshPrnamt> |
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| | <nameOfIssuer> COUPA SOFTWARE INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 22266L106 </cusip> |
| | <value> 15124 </value> |
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| | <nameOfIssuer> FACEBOOK INC </nameOfIssuer> |
| | <titleOfClass> CL A </titleOfClass> |
| | <cusip> 30303M102 </cusip> |
| | <value> 53729 </value> |
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| | <nameOfIssuer> GODADDY INC </nameOfIssuer> |
| | <titleOfClass> CL A </titleOfClass> |
| | <cusip> 380237107 </cusip> |
| | <value> 2542 </value> |
| | <shrsOrPrnAmt> |
| | | <sshPrnamt> 36000 </sshPrnamt> |
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| | <nameOfIssuer> GTT COMMUNICATIONS INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 362393100 </cusip> |
| | <value> 1553 </value> |
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| | <nameOfIssuer> INTERCONTINENTAL EXCHANGE IN </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 45866F104 </cusip> |
| | <value> 294 </value> |
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| | | <sshPrnamt> 4000 </sshPrnamt> |
| | | <sshPrnamtType> SH </sshPrnamtType> |
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| | | <Sole> 4000 </Sole> |
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| | <nameOfIssuer> JD COM INC </nameOfIssuer> |
| | <titleOfClass> SPON ADR CL A </titleOfClass> |
| | <cusip> 47215P106 </cusip> |
| | <value> 2025 </value> |
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| | | <sshPrnamt> 52000 </sshPrnamt> |
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| | <nameOfIssuer> LIBERTY MEDIA CORP DELAWARE </nameOfIssuer> |
| | <titleOfClass> COM C BRAVES GRP </titleOfClass> |
| | <cusip> 531229888 </cusip> |
| | <value> 259 </value> |
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| | | <sshPrnamt> 10000 </sshPrnamt> |
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| | <nameOfIssuer> MADISON SQUARE GARDEN CO NEW </nameOfIssuer> |
| | <titleOfClass> CL A </titleOfClass> |
| | <cusip> 55825T103 </cusip> |
| | <value> 869 </value> |
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| | | <sshPrnamt> 2800 </sshPrnamt> |
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| | <nameOfIssuer> MICROSOFT CORP </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 594918104 </cusip> |
| | <value> 190810 </value> |
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| | | <sshPrnamt> 1935000 </sshPrnamt> |
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| | <nameOfIssuer> MIMECAST LTD </nameOfIssuer> |
| | <titleOfClass> ORD SHS </titleOfClass> |
| | <cusip> G14838109 </cusip> |
| | <value> 474 </value> |
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| | | <sshPrnamt> 11500 </sshPrnamt> |
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| | | <Sole> 11500 </Sole> |
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| | <nameOfIssuer> NEW RELIC INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 64829B100 </cusip> |
| | <value> 402 </value> |
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| | | <sshPrnamt> 4000 </sshPrnamt> |
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| | <nameOfIssuer> NEW YORK TIMES CO </nameOfIssuer> |
| | <titleOfClass> CL A </titleOfClass> |
| | <cusip> 650111107 </cusip> |
| | <value> 686 </value> |
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| | | <Sole> 26500 </Sole> |
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| | <nameOfIssuer> OKTA INC </nameOfIssuer> |
| | <titleOfClass> CL A </titleOfClass> |
| | <cusip> 679295105 </cusip> |
| | <value> 479 </value> |
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| | <nameOfIssuer> REALPAGE INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 75606N109 </cusip> |
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| | <nameOfIssuer> SAILPOINT TECHNLGIES HLDGS I </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 78781P105 </cusip> |
| | <value> 14896 </value> |
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| | <nameOfIssuer> SALESFORCE COM INC </nameOfIssuer> |
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| | <nameOfIssuer> SERVICENOW INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
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| | <value> 5950 </value> |
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| | <nameOfIssuer> TWITTER INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
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| | <nameOfIssuer> VEEVA SYS INC </nameOfIssuer> |
| | <titleOfClass> CL A COM </titleOfClass> |
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