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
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
Avalara Inc COMMON STOCKS 05538G106 1,791 26,617 SH   SOLE   26,617 0 0
Box Inc - Class A CL A 10316T104 2,215 133,763 SH   SOLE   133,763 0 0
Cardlytics Inc COMMON STOCKS 14161W105 2,015 60,106 SH   SOLE   60,106 0 0
Carvana Co COMMON STOCKS 146869102 20,056 303,879 SH   SOLE   303,879 0 0
Coupa Software Inc COMMON STOCKS 22266L106 66,775 515,362 SH   SOLE   515,362 0 0
Euronet Worldwide COMMON STOCKS 298736109 23,354 159,630 SH   SOLE   159,630 0 0
Fidelity National Information Services COMMON STOCKS 31620M106 28,268 212,928 SH   SOLE   212,928 0 0
Fireeye COMMON STOCKS 31816Q101 9,985 804,496 SH   SOLE   804,496 0 0
Formfactor COMMON STOCKS 346375108 5,141 275,729 SH   SOLE   275,729 0 0
I3 Verticals Inc COMMON CL A 46571y107 7,814 388,387 SH   SOLE   388,387 0 0
Lam Research COMMON STOCKS 512807108 13,067 56,541 SH   SOLE   56,541 0 0
Marvell Technology ORD G5876H105 13,047 522,506 SH   SOLE   522,506 0 0
MercadoLibre COMMON STOCKS 58733R102 29,860 54,170 SH   SOLE   54,170 0 0
Monolithic Power Systems COMMON STOCKS 609839105 7,257 46,629 SH   SOLE   46,629 0 0
Nutanix Inc - A CL A 67059N108 8,536 325,185 SH   SOLE   325,185 0 0
Palo Alto Networks COMMON STOCKS 697435105 36,076 176,990 SH   SOLE   176,990 0 0
Paypal Holdings COMMON STOCKS 70450Y103 12,718 122,770 SH   SOLE   122,770 0 0
Proofpoint Inc COMMON STOCKS 743424103 16,273 126,097 SH   SOLE   126,097 0 0
Salesforce.com COMMON STOCKS 79466L302 31,781 214,098 SH   SOLE   214,098 0 0
Sirius XM Radio COMMON STOCKS 82967N108 25,008 4,001,236 SH   SOLE   4,001,236 0 0
Smart Global Holdings SHS G8232Y101 5,117 200,829 SH   SOLE   200,829 0 0
Symantec COMMON STOCKS 871503108 7,795 329,877 SH   SOLE   329,877 0 0
Talend SA ADS 874224207 12,075 355,359 SH   SOLE   355,359 0 0