The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
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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
Alliance Data Systems Corp COMMON STOCKS 018581108 21,327 74,557 SH   SOLE   74,557 0 0
Avago Techonologies LTD SHS y0486s104 24,977 248,309 SH   SOLE   248,309 0 0
Bazaarvoice Inc COMMON STOCKS 073271108 4,870 605,749 SH   SOLE   605,749 0 0
CARBONITE Inc COMMON STOCKS 141337105 29,758 2,085,377 SH   SOLE   2,085,377 0 0
Cornerstone OnDemand COMMON STOCKS 21925Y103 12,671 359,967 SH   SOLE   359,967 0 0
CoStar Group Inc COMMON STOCKS 22160N109 26,846 146,196 SH   SOLE   146,196 0 0
Cyrusone Inc COMMON STOCKS 23283R100 4,393 159,448 SH   SOLE   159,448 0 0
Digitalglobe Inc COMMON NEW 25389M877 12,522 404,316 SH   SOLE   404,316 0 0
eBay Inc COMMON STOCKS 278642103 13,334 237,600 SH   SOLE   237,600 0 0
Equinix Inc COMMON NEW 29444U502 18,788 82,861 SH   SOLE   82,861 0 0
Euronet Worldwide Inc. COMMON STOCKS 298736109 11,214 204,256 SH   SOLE   204,256 0 0
Facebook Inc COMMON STOCKS 30303M102 34,218 438,576 SH   SOLE   438,576 0 0
Formfactor Inc COMMON STOCKS 346375108 2,794 324,896 SH   SOLE   324,896 0 0
Grubhub Inc COMMON STOCKS 400110102 5,245 144,407 SH   SOLE   144,407 0 0
Healthequity Inc COMMON STOCKS 42226A107 4,129 162,232 SH   SOLE   162,232 0 0
Infoblox COMMON STOCKS 45672H104 229 11,329 SH   SOLE   11,329 0 0
InterXion Holdings NV SHS N47279109 13,862 507,038 SH   SOLE   507,038 0 0
Iron Mtn Inc COMMON STOCKS 462846106 7,040 182,093 SH   SOLE   182,093 0 0
Lam Research Corp COMMON STOCKS 512807108 5,279 66,538 SH   SOLE   66,538 0 0
LendingClub Corp COMMON STOCKS 52603A109 5,665 223,900 SH   SOLE   223,900 0 0
Lifelock Inc COMMON STOCKS 53224V100 19,252 1,040,083 SH   SOLE   1,040,083 0 0
LinkedIn Corp COMMON STOCKS 53578A108 7,063 30,748 SH   SOLE   30,748 0 0
Marin Software Inc COMMON STOCKS 56804T106 15,279 1,805,986 SH   SOLE   1,805,986 0 0
MCGRAW HILL FINANCIAL INC COMMON STOCKS 580645109 11,345 127,500 SH   SOLE   127,500 0 0
MercadoLibre Inc COMMON STOCKS 58733R102 6,218 48,707 SH   SOLE   48,707 0 0
MicroStrategy Inc CL A NEW 594972408 13,057 80,400 SH   SOLE   80,400 0 0
Netflix Inc COMMON STOCKS 64110L106 11,009 32,228 SH   SOLE   32,228 0 0
Nextera Energy Partners LP COM UNIT PART IN 65341B106 10,959 324,700 SH   SOLE   324,700 0 0
Palo Alto Networks COMMON STOCKS 697435105 24,927 203,369 SH   SOLE   203,369 0 0
PANDORA Media Inc COMMON STOCKS 698354107 164,136 9,205,552 SH   SOLE   9,205,552 0 0
PDF Solutions COMMON STOCKS 693282105 839 56,487 SH   SOLE   56,487 0 0
Q2 Holdings Inc COMMON STOCKS 74736L109 4,761 252,700 SH   SOLE   252,700 0 0
Salesforce.com COMMON STOCKS 79466L302 14,175 239,002 SH   SOLE   239,002 0 0
SBA Communications Corp COMMON STOCKS 78388J106 15,887 143,438 SH   SOLE   143,438 0 0
ShoreTel Inc COMMON STOCKS 825211105 3,914 532,462 SH   SOLE   532,462 0 0
Shutterfly Inc COMMON STOCKS 82568P304 18,032 432,480 SH   SOLE   432,480 0 0
Synaptics COMMON STOCKS 87157D109 34,253 497,583 SH   SOLE   497,583 0 0
Trinet Group Inc COMMON STOCKS 896288107 1,955 62,503 SH   SOLE   62,503 0 0
TripAdvisor Inc. COMMON STOCKS 896945201 7,996 107,100 SH   SOLE   107,100 0 0
Vantiv Inc CL A 92210H105 21,971 647,716 SH   SOLE   647,716 0 0
Visa Inc COM CL A 92826C839 16,756 63,907 SH   SOLE   63,907 0 0
Workday Inc CL A 98138H101 21,797 267,091 SH   SOLE   267,091 0 0
Yodlee Inc COMMON STOCKS 98600P201 2,571 210,700 SH   SOLE   210,700 0 0
Zendesk Inc COMMON STOCKS 98936J101 13,162 540,081 SH   SOLE   540,081 0 0