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| | <nameOfIssuer> ADOBE INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
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| | <value> 17237 </value> |
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| <infoTable> |
| | <nameOfIssuer> ALPHABET INC </nameOfIssuer> |
| | <titleOfClass> CAP STK CL C </titleOfClass> |
| | <cusip> 02079K107 </cusip> |
| | <value> 241043 </value> |
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| | <nameOfIssuer> ALPHABET INC </nameOfIssuer> |
| | <titleOfClass> CALL </titleOfClass> |
| | <cusip> 02079K107 </cusip> |
| | <value> 35562 </value> |
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| | <nameOfIssuer> AMAZON COM INC </nameOfIssuer> |
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| | <value> 248066 </value> |
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| | <nameOfIssuer> AMAZON COM INC </nameOfIssuer> |
| | <titleOfClass> CALL </titleOfClass> |
| | <cusip> 023135106 </cusip> |
| | <value> 40334 </value> |
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| | <nameOfIssuer> ATLASSIAN CORP PLC </nameOfIssuer> |
| | <titleOfClass> CL A </titleOfClass> |
| | <cusip> G06242104 </cusip> |
| | <value> 40560 </value> |
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| | | <sshPrnamt> 310000 </sshPrnamt> |
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| <infoTable> |
| | <nameOfIssuer> ATLASSIAN CORP PLC </nameOfIssuer> |
| | <titleOfClass> CALL </titleOfClass> |
| | <cusip> G06242104 </cusip> |
| | <value> 4305 </value> |
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| | <nameOfIssuer> AUTODESK INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 052769106 </cusip> |
| | <value> 1955 </value> |
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| <infoTable> |
| | <nameOfIssuer> BRIGHT HORIZONS FAM SOL IN D </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 109194100 </cusip> |
| | <value> 453 </value> |
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| | | <sshPrnamt> 3000 </sshPrnamt> |
| | | <sshPrnamtType> SH </sshPrnamtType> |
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| <infoTable> |
| | <nameOfIssuer> BROADRIDGE FINL SOLUTIONS IN </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 11133T103 </cusip> |
| | <value> 383 </value> |
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| | | <sshPrnamt> 3000 </sshPrnamt> |
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| <infoTable> |
| | <nameOfIssuer> CERIDIAN HCM HLDG INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 15677J108 </cusip> |
| | <value> 1807 </value> |
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| | | <sshPrnamt> 36000 </sshPrnamt> |
| | | <sshPrnamtType> SH </sshPrnamtType> |
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| <infoTable> |
| | <nameOfIssuer> COSTAR GROUP INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 22160N109 </cusip> |
| | <value> 803 </value> |
| | <shrsOrPrnAmt> |
| | | <sshPrnamt> 1450 </sshPrnamt> |
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| <infoTable> |
| | <nameOfIssuer> COUPA SOFTWARE INC </nameOfIssuer> |
| | <titleOfClass> CALL </titleOfClass> |
| | <cusip> 22266L106 </cusip> |
| | <value> 684 </value> |
| | <shrsOrPrnAmt> |
| | | <sshPrnamt> 5400 </sshPrnamt> |
| | | <sshPrnamtType> SH </sshPrnamtType> |
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| | | <Sole> 5400 </Sole> |
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| <infoTable> |
| | <nameOfIssuer> DANAHER CORPORATION </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 235851102 </cusip> |
| | <value> 4359 </value> |
| | <shrsOrPrnAmt> |
| | | <sshPrnamt> 30500 </sshPrnamt> |
| | | <sshPrnamtType> SH </sshPrnamtType> |
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| | <nameOfIssuer> DROPBOX INC </nameOfIssuer> |
| | <titleOfClass> CL A </titleOfClass> |
| | <cusip> 26210C104 </cusip> |
| | <value> 9519 </value> |
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| | | <sshPrnamt> 380000 </sshPrnamt> |
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| | <nameOfIssuer> ELASTIC N V </nameOfIssuer> |
| | <titleOfClass> ORD SHS </titleOfClass> |
| | <cusip> N14506104 </cusip> |
| | <value> 448 </value> |
| | <shrsOrPrnAmt> |
| | | <sshPrnamt> 6000 </sshPrnamt> |
| | | <sshPrnamtType> SH </sshPrnamtType> |
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| | | <Sole> 6000 </Sole> |
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| <infoTable> |
| | <nameOfIssuer> FACEBOOK INC </nameOfIssuer> |
| | <titleOfClass> CL A </titleOfClass> |
| | <cusip> 30303M102 </cusip> |
| | <value> 35030 </value> |
| | <shrsOrPrnAmt> |
| | | <sshPrnamt> 181500 </sshPrnamt> |
| | | <sshPrnamtType> SH </sshPrnamtType> |
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| | | <Sole> 181500 </Sole> |
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| <infoTable> |
| | <nameOfIssuer> FIRSTSERVICE CORP NEW </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 33767E202 </cusip> |
| | <value> 192 </value> |
| | <shrsOrPrnAmt> |
| | | <sshPrnamt> 2000 </sshPrnamt> |
| | | <sshPrnamtType> SH </sshPrnamtType> |
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| | <investmentDiscretion> SOLE </investmentDiscretion> |
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| | | <Sole> 2000 </Sole> |
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| <infoTable> |
| | <nameOfIssuer> GUIDEWIRE SOFTWARE INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 40171V100 </cusip> |
| | <value> 7352 </value> |
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| | | <sshPrnamt> 72520 </sshPrnamt> |
| | | <sshPrnamtType> SH </sshPrnamtType> |
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| | | <Sole> 72520 </Sole> |
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| | <nameOfIssuer> INSTRUCTURE INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 45781U103 </cusip> |
| | <value> 2146 </value> |
| | <shrsOrPrnAmt> |
| | | <sshPrnamt> 50500 </sshPrnamt> |
| | | <sshPrnamtType> SH </sshPrnamtType> |
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| | | <Sole> 50500 </Sole> |
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| | <nameOfIssuer> MAJESCO </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 56068V102 </cusip> |
| | <value> 140 </value> |
| | <shrsOrPrnAmt> |
| | | <sshPrnamt> 15000 </sshPrnamt> |
| | | <sshPrnamtType> SH </sshPrnamtType> |
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| | | <Sole> 15000 </Sole> |
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| | <nameOfIssuer> MERCADOLIBRE INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 58733R102 </cusip> |
| | <value> 1224 </value> |
| | <shrsOrPrnAmt> |
| | | <sshPrnamt> 2000 </sshPrnamt> |
| | | <sshPrnamtType> SH </sshPrnamtType> |
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| | | <Sole> 2000 </Sole> |
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| | <nameOfIssuer> MICROSOFT CORP </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 594918104 </cusip> |
| | <value> 143739 </value> |
| | <shrsOrPrnAmt> |
| | | <sshPrnamt> 1073000 </sshPrnamt> |
| | | <sshPrnamtType> SH </sshPrnamtType> |
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| | | <Sole> 1073000 </Sole> |
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| | <nameOfIssuer> NETFLIX INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 64110L106 </cusip> |
| | <value> 26814 </value> |
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| | | <sshPrnamt> 73000 </sshPrnamt> |
| | | <sshPrnamtType> SH </sshPrnamtType> |
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| | <investmentDiscretion> SOLE </investmentDiscretion> |
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| | | <Sole> 73000 </Sole> |
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| | <nameOfIssuer> NETFLIX INC </nameOfIssuer> |
| | <titleOfClass> CALL </titleOfClass> |
| | <cusip> 64110L106 </cusip> |
| | <value> 16052 </value> |
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| | | <sshPrnamt> 43700 </sshPrnamt> |
| | | <sshPrnamtType> SH </sshPrnamtType> |
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| | | <Sole> 43700 </Sole> |
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| | <nameOfIssuer> SEA LTD </nameOfIssuer> |
| | <titleOfClass> SPONSORED ADS </titleOfClass> |
| | <cusip> 81141R100 </cusip> |
| | <value> 698 </value> |
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| | | <sshPrnamt> 21000 </sshPrnamt> |
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| | | <Sole> 21000 </Sole> |
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| | <nameOfIssuer> SERVICENOW INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 81762P102 </cusip> |
| | <value> 549 </value> |
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| | | <sshPrnamt> 2000 </sshPrnamt> |
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| | <nameOfIssuer> SHOPIFY INC </nameOfIssuer> |
| | <titleOfClass> CL A </titleOfClass> |
| | <cusip> 82509L107 </cusip> |
| | <value> 180 </value> |
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| | | <sshPrnamt> 600 </sshPrnamt> |
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| | <nameOfIssuer> SPOTIFY TECHNOLOGY S A </nameOfIssuer> |
| | <titleOfClass> SHS </titleOfClass> |
| | <cusip> L8681T102 </cusip> |
| | <value> 614 </value> |
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| | | <sshPrnamt> 4200 </sshPrnamt> |
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| | <nameOfIssuer> SUN CMNTYS INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 866674104 </cusip> |
| | <value> 2179 </value> |
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| | <nameOfIssuer> TRANSDIGM GROUP INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
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| | <value> 1548 </value> |
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| | <nameOfIssuer> TWITTER INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
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| | </infoTable> |
| <infoTable> |
| | <nameOfIssuer> VEEVA SYS INC </nameOfIssuer> |
| | <titleOfClass> CL A COM </titleOfClass> |
| | <cusip> 922475108 </cusip> |
| | <value> 19048 </value> |
| | <shrsOrPrnAmt> |
| | | <sshPrnamt> 117500 </sshPrnamt> |
| | | <sshPrnamtType> SH </sshPrnamtType> |
| | | </shrsOrPrnAmt> |
| | <investmentDiscretion> SOLE </investmentDiscretion> |
| | <votingAuthority> |
| | | <Sole> 117500 </Sole> |
| | | <Shared> 0 </Shared> |
| | | <None> 0 </None> |
| | | </votingAuthority> |
| | </infoTable> |
| <infoTable> |
| | <nameOfIssuer> WASTE CONNECTIONS INC </nameOfIssuer> |
| | <titleOfClass> COM </titleOfClass> |
| | <cusip> 94106B101 </cusip> |
| | <value> 1529 </value> |
| | <shrsOrPrnAmt> |
| | | <sshPrnamt> 16000 </sshPrnamt> |
| | | <sshPrnamtType> SH </sshPrnamtType> |
| | | </shrsOrPrnAmt> |
| | <investmentDiscretion> SOLE </investmentDiscretion> |
| | <votingAuthority> |
| | | <Sole> 16000 </Sole> |
| | | <Shared> 0 </Shared> |
| | | <None> 0 </None> |
| | | </votingAuthority> |
| | </infoTable> |
| <infoTable> |
| | <nameOfIssuer> WORKDAY INC </nameOfIssuer> |
| | <titleOfClass> CL A </titleOfClass> |
| | <cusip> 98138H101 </cusip> |
| | <value> 1747 </value> |
| | <shrsOrPrnAmt> |
| | | <sshPrnamt> 8500 </sshPrnamt> |
| | | <sshPrnamtType> SH </sshPrnamtType> |
| | | </shrsOrPrnAmt> |
| | <investmentDiscretion> SOLE </investmentDiscretion> |
| | <votingAuthority> |
| | | <Sole> 8500 </Sole> |
| | | <Shared> 0 </Shared> |
| | | <None> 0 </None> |
| | | </votingAuthority> |
| | </infoTable> |
| <infoTable> |
| | <nameOfIssuer> WORLD WRESTLING ENTMT INC </nameOfIssuer> |
| | <titleOfClass> CL A </titleOfClass> |
| | <cusip> 98156Q108 </cusip> |
| | <value> 1589 </value> |
| | <shrsOrPrnAmt> |
| | | <sshPrnamt> 22000 </sshPrnamt> |
| | | <sshPrnamtType> SH </sshPrnamtType> |
| | | </shrsOrPrnAmt> |
| | <investmentDiscretion> SOLE </investmentDiscretion> |
| | <votingAuthority> |
| | | <Sole> 22000 </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> 15401 </value> |
| | <shrsOrPrnAmt> |
| | | <sshPrnamt> 332000 </sshPrnamt> |
| | | <sshPrnamtType> SH </sshPrnamtType> |
| | | </shrsOrPrnAmt> |
| | <investmentDiscretion> SOLE </investmentDiscretion> |
| | <votingAuthority> |
| | | <Sole> 332000 </Sole> |
| | | <Shared> 0 </Shared> |
| | | <None> 0 </None> |
| | | </votingAuthority> |
| | </infoTable> |
| <infoTable> |
| | <nameOfIssuer> ZILLOW GROUP INC </nameOfIssuer> |
| | <titleOfClass> CALL </titleOfClass> |
| | <cusip> 98954M200 </cusip> |
| | <value> 7376 </value> |
| | <shrsOrPrnAmt> |
| | | <sshPrnamt> 159000 </sshPrnamt> |
| | | <sshPrnamtType> SH </sshPrnamtType> |
| | | </shrsOrPrnAmt> |
| | <putCall> Call </putCall> |
| | <investmentDiscretion> SOLE </investmentDiscretion> |
| | <votingAuthority> |
| | | <Sole> 159000 </Sole> |
| | | <Shared> 0 </Shared> |
| | | <None> 0 </None> |
| | | </votingAuthority> |
| | </infoTable> |
| </informationTable> |