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Skye Global Management LP – ‘13F-HR’ for 3/31/19 – ‘INFO-TABLE’

On:  Tuesday, 5/14/19, at 4:06pm ET   ·   Effective:  5/14/19   ·   For:  3/31/19   ·   Accession #:  1420506-19-488   ·   File #:  28-18413

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

 5/14/19  Skye Global Management LP         13F-HR      3/31/19    2:26K                                    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 INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 00724F101 </cusip>
<value> 46236 </value>
<shrsOrPrnAmt>
<sshPrnamt> 173500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 173500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ALIBABA GROUP HLDG LTD </nameOfIssuer>
<titleOfClass> SPONSORED ADS </titleOfClass>
<cusip> 01609W102 </cusip>
<value> 6842 </value>
<shrsOrPrnAmt>
<sshPrnamt> 37500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 37500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ALPHABET INC </nameOfIssuer>
<titleOfClass> CAP STK CL C </titleOfClass>
<cusip> 02079K107 </cusip>
<value> 140211 </value>
<shrsOrPrnAmt>
<sshPrnamt> 119500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 119500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> AMAZON COM INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 023135106 </cusip>
<value> 80846 </value>
<shrsOrPrnAmt>
<sshPrnamt> 45400 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 45400 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> AMERICAN TOWER CORP NEW </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 03027X100 </cusip>
<value> 926 </value>
<shrsOrPrnAmt>
<sshPrnamt> 4700 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 4700 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ANAPLAN INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 03272L108 </cusip>
<value> 256 </value>
<shrsOrPrnAmt>
<sshPrnamt> 6500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 6500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ATLASSIAN CORP PLC </nameOfIssuer>
<titleOfClass> CALL </titleOfClass>
<cusip> G06242904 </cusip>
<value> 517 </value>
<shrsOrPrnAmt>
<sshPrnamt> 4600 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<putCall> Call </putCall>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 4600 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ATLASSIAN CORP PLC </nameOfIssuer>
<titleOfClass> CL A </titleOfClass>
<cusip> G06242104 </cusip>
<value> 33931 </value>
<shrsOrPrnAmt>
<sshPrnamt> 301900 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 301900 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> AUTODESK INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 052769106 </cusip>
<value> 8960 </value>
<shrsOrPrnAmt>
<sshPrnamt> 57500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 57500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> CHURCHILL DOWNS INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 171484108 </cusip>
<value> 171 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1900 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 1900 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> COUPA SOFTWARE INC </nameOfIssuer>
<titleOfClass> CALL </titleOfClass>
<cusip> 22266L906 </cusip>
<value> 45 </value>
<shrsOrPrnAmt>
<sshPrnamt> 500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<putCall> Call </putCall>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> COUPA SOFTWARE INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 22266L106 </cusip>
<value> 11418 </value>
<shrsOrPrnAmt>
<sshPrnamt> 125500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 125500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> DANAHER CORPORATION </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 235851102 </cusip>
<value> 9109 </value>
<shrsOrPrnAmt>
<sshPrnamt> 69000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 69000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> DIAGEO P L C </nameOfIssuer>
<titleOfClass> SPON ADR NEW </titleOfClass>
<cusip> 25243Q205 </cusip>
<value> 229 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1400 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 1400 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> DOMO INC </nameOfIssuer>
<titleOfClass> COM CL B </titleOfClass>
<cusip> 257554105 </cusip>
<value> 423 </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> ELASTIC N V </nameOfIssuer>
<titleOfClass> ORD SHS </titleOfClass>
<cusip> N14506104 </cusip>
<value> 623 </value>
<shrsOrPrnAmt>
<sshPrnamt> 7800 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 7800 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> FACEBOOK INC </nameOfIssuer>
<titleOfClass> CL A </titleOfClass>
<cusip> 30303M102 </cusip>
<value> 34672 </value>
<shrsOrPrnAmt>
<sshPrnamt> 208000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 208000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> FIRSTSERVICE CORP NEW </nameOfIssuer>
<titleOfClass> SUB VTG SH </titleOfClass>
<cusip> 33767E103 </cusip>
<value> 983 </value>
<shrsOrPrnAmt>
<sshPrnamt> 11000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 11000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> GOLDMAN SACHS GROUP INC </nameOfIssuer>
<titleOfClass> CALL </titleOfClass>
<cusip> 38141G904 </cusip>
<value> 5760 </value>
<shrsOrPrnAmt>
<sshPrnamt> 30000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<putCall> Call </putCall>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 30000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> GOLDMAN SACHS GROUP INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 38141G104 </cusip>
<value> 9408 </value>
<shrsOrPrnAmt>
<sshPrnamt> 49000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 49000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> GUIDEWIRE SOFTWARE INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 40171V100 </cusip>
<value> 8404 </value>
<shrsOrPrnAmt>
<sshPrnamt> 86500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 86500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> INSTRUCTURE INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 45781U103 </cusip>
<value> 702 </value>
<shrsOrPrnAmt>
<sshPrnamt> 14900 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 14900 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> INTUIT </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 461202103 </cusip>
<value> 11763 </value>
<shrsOrPrnAmt>
<sshPrnamt> 45000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 45000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> IQVIA HLDGS INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 46266C105 </cusip>
<value> 273 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1900 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 1900 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> JPMORGAN CHASE & CO </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 46625H100 </cusip>
<value> 7693 </value>
<shrsOrPrnAmt>
<sshPrnamt> 76000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 76000 </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> 250 </value>
<shrsOrPrnAmt>
<sshPrnamt> 9000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 9000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> LIVE NATION ENTERTAINMENT IN </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 58471A105 </cusip>
<value> 762 </value>
<shrsOrPrnAmt>
<sshPrnamt> 12000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 12000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> MEDIDATA SOLUTIONS INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 58471A105 </cusip>
<value> 1648 </value>
<shrsOrPrnAmt>
<sshPrnamt> 22500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 22500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> MERCADOLIBRE INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 58733R102 </cusip>
<value> 7870 </value>
<shrsOrPrnAmt>
<sshPrnamt> 15500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 15500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> MICROSOFT CORP </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 594918104 </cusip>
<value> 205569 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1743000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 1743000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> MICROSOFT CORP </nameOfIssuer>
<titleOfClass> CALL </titleOfClass>
<cusip> 594918904 </cusip>
<value> 3408 </value>
<shrsOrPrnAmt>
<sshPrnamt> 28900 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<putCall> Call </putCall>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 28900 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> NETFLIX INC </nameOfIssuer>
<titleOfClass> CALL </titleOfClass>
<cusip> 64110L906 </cusip>
<value> 1177 </value>
<shrsOrPrnAmt>
<sshPrnamt> 3300 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<putCall> Call </putCall>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 3300 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> NETFLIX INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 64110L106 </cusip>
<value> 70242 </value>
<shrsOrPrnAmt>
<sshPrnamt> 197000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 197000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> NEW YORK TIMES CO </nameOfIssuer>
<titleOfClass> CL A </titleOfClass>
<cusip> 650111107 </cusip>
<value> 986 </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> OKTA INC </nameOfIssuer>
<titleOfClass> CL A </titleOfClass>
<cusip> 679295105 </cusip>
<value> 2565 </value>
<shrsOrPrnAmt>
<sshPrnamt> 31000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 31000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ROPER TECHNOLOGIES INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 776696106 </cusip>
<value> 650 </value>
<shrsOrPrnAmt>
<sshPrnamt> 1900 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 1900 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SAILPOINT TECHNLGIES HLDGS I </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 78781P105 </cusip>
<value> 402 </value>
<shrsOrPrnAmt>
<sshPrnamt> 14000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 14000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SEA LTD </nameOfIssuer>
<titleOfClass> SPONSORED ADS </titleOfClass>
<cusip> 81141R100 </cusip>
<value> 1200 </value>
<shrsOrPrnAmt>
<sshPrnamt> 51000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 51000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SELECT SECTOR SPDR TR </nameOfIssuer>
<titleOfClass> SBI INT-FINL </titleOfClass>
<cusip> 81369Y605 </cusip>
<value> 7456 </value>
<shrsOrPrnAmt>
<sshPrnamt> 290000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 290000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SERVICENOW INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 81762P102 </cusip>
<value> 26867 </value>
<shrsOrPrnAmt>
<sshPrnamt> 109000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 109000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SHOPIFY INC </nameOfIssuer>
<titleOfClass> CL A </titleOfClass>
<cusip> 82509L107 </cusip>
<value> 517 </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> SMARTSHEET INC </nameOfIssuer>
<titleOfClass> COM CL A </titleOfClass>
<cusip> 83200N103 </cusip>
<value> 16602 </value>
<shrsOrPrnAmt>
<sshPrnamt> 407000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 407000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SMARTSHEET INC </nameOfIssuer>
<titleOfClass> CALL </titleOfClass>
<cusip> 83200N903 </cusip>
<value> 657 </value>
<shrsOrPrnAmt>
<sshPrnamt> 16100 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<putCall> Call </putCall>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 16100 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> SPOTIFY TECHNOLOGY S A </nameOfIssuer>
<titleOfClass> SHS </titleOfClass>
<cusip> L8681T102 </cusip>
<value> 6871 </value>
<shrsOrPrnAmt>
<sshPrnamt> 49500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 49500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> TAKE-TWO INTERACTIVE SOFTWAR </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 874054109 </cusip>
<value> 557 </value>
<shrsOrPrnAmt>
<sshPrnamt> 5900 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 5900 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> THERMO FISHER SCIENTIFIC INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 883556102 </cusip>
<value> 794 </value>
<shrsOrPrnAmt>
<sshPrnamt> 2900 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 2900 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> TRANSDIGM GROUP INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 893641100 </cusip>
<value> 2679 </value>
<shrsOrPrnAmt>
<sshPrnamt> 5900 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 5900 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> TWILIO INC </nameOfIssuer>
<titleOfClass> CL A </titleOfClass>
<cusip> 90138F102 </cusip>
<value> 1421 </value>
<shrsOrPrnAmt>
<sshPrnamt> 11000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 11000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> TWITTER INC </nameOfIssuer>
<titleOfClass> CALL </titleOfClass>
<cusip> 90184L902 </cusip>
<value> 737 </value>
<shrsOrPrnAmt>
<sshPrnamt> 22400 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<putCall> Call </putCall>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 22400 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> TWITTER INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 90184L102 </cusip>
<value> 5491 </value>
<shrsOrPrnAmt>
<sshPrnamt> 167000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 167000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> VEEVA SYS INC </nameOfIssuer>
<titleOfClass> CL A COM </titleOfClass>
<cusip> 922475108 </cusip>
<value> 18014 </value>
<shrsOrPrnAmt>
<sshPrnamt> 142000 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 142000 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> WORKDAY INC </nameOfIssuer>
<titleOfClass> CL A </titleOfClass>
<cusip> 98138H101 </cusip>
<value> 3703 </value>
<shrsOrPrnAmt>
<sshPrnamt> 19200 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 19200 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> WORLD WRESTLING ENTMT INC </nameOfIssuer>
<titleOfClass> CL A </titleOfClass>
<cusip> 98156Q108 </cusip>
<value> 3428 </value>
<shrsOrPrnAmt>
<sshPrnamt> 39500 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 39500 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
<infoTable>
<nameOfIssuer> ZENDESK INC </nameOfIssuer>
<titleOfClass> COM </titleOfClass>
<cusip> 98936J101 </cusip>
<value> 213 </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> ZILLOW GROUP INC </nameOfIssuer>
<titleOfClass> CL C CAP STK </titleOfClass>
<cusip> 98954M200 </cusip>
<value> 441 </value>
<shrsOrPrnAmt>
<sshPrnamt> 12700 </sshPrnamt>
<sshPrnamtType> SH </sshPrnamtType>
</shrsOrPrnAmt>
<investmentDiscretion> SOLE </investmentDiscretion>
<votingAuthority>
<Sole> 12700 </Sole>
<Shared> 0 </Shared>
<None> 0 </None>
</votingAuthority>
</infoTable>
</informationTable>


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