The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
ADOBE SYSTEMS, INC. | ADBE | 00724F101 | 17,511 | 59,430 | SH | SOLE | 59,430 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC. | AMD | 007903107 | 5,791 | 190,690 | SH | SOLE | 190,690 | 0 | 0 | ||
ALIBABA GROUP HOLDING LTD. -ADR | BABA | 01609W102 | 13,410 | 79,140 | SH | SOLE | 79,140 | 0 | 0 | ||
ALPHABET, INC. (CLASS A) | GOOGL | 02079K305 | 5 | 5 | SH | SOLE | 5 | 0 | 0 | ||
AMAZON.COM, INC. | AMZN | 023135106 | 17,308 | 9,140 | SH | SOLE | 9,140 | 0 | 0 | ||
APPLE, INC. | AAPL | 037833100 | 2 | 10 | SH | SOLE | 10 | 0 | 0 | ||
ARISTA NETWORKS, INC. | ANET | 040413106 | 11,666 | 44,935 | SH | SOLE | 44,935 | 0 | 0 | ||
ATLASSIAN ORD SHS CLASS A | TEAM | G06242104 | 8,857 | 67,690 | SH | SOLE | 67,690 | 0 | 0 | ||
BROADCOM LTD. | AVGO | 11135F101 | 3 | 10 | SH | SOLE | 10 | 0 | 0 | ||
CADENCE DESIGN SYSTEMS INC. | CDNS | 127387108 | 7,577 | 107,010 | SH | SOLE | 107,010 | 0 | 0 | ||
CHEGG ORD | CHGG | 163092109 | 7,841 | 203,200 | SH | SOLE | 203,200 | 0 | 0 | ||
CISCO SYSTEMS, INC. | CSCO | 17275R102 | 1 | 10 | SH | SOLE | 10 | 0 | 0 | ||
COUPA SOFTWARE INC. ORD | COUP | 22266L106 | 7,459 | 58,910 | SH | SOLE | 58,910 | 0 | 0 | ||
CYBERARK SOFTWARE LTD | CYBR | M2682V108 | 1 | 10 | SH | SOLE | 10 | 0 | 0 | ||
FACEBOOK, INC. (CLASS A) | FB | 30303M102 | 20,879 | 108,180 | SH | SOLE | 108,180 | 0 | 0 | ||
INVESCO QQQ | QQQ | 46090E103 | 2 | 10 | SH | SOLE | 10 | 0 | 0 | ||
LATTICE SEMICONDUCTOR CORP. | LSCC | 518415104 | 1 | 100 | SH | SOLE | 100 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD. | MRVL | G5876H105 | 2 | 100 | SH | SOLE | 100 | 0 | 0 | ||
MASTERCARD, INC. | MA | 57636Q104 | 19,472 | 73,610 | SH | SOLE | 73,610 | 0 | 0 | ||
MATCH GROUP ORD | MTCH | 57665R106 | 1 | 10 | SH | SOLE | 10 | 0 | 0 | ||
MICROSOFT CORP. | MSFT | 594918104 | 17,234 | 128,650 | SH | SOLE | 128,650 | 0 | 0 | ||
MONGODB CL A ORD | MDB | 60937P106 | 2 | 10 | SH | SOLE | 10 | 0 | 0 | ||
NETFLIX, INC. | NFLX | 64110L106 | 11,813 | 32,160 | SH | SOLE | 32,160 | 0 | 0 | ||
NVIDIA CORP. | NVDA | 67066G104 | 5,879 | 35,800 | SH | SOLE | 35,800 | 0 | 0 | ||
OKTA,INC. CLASS A ORD | OKTA | 679295105 | 1 | 10 | SH | SOLE | 10 | 0 | 0 | ||
PALO ALTO NETWORKS, INC. | PANW | 697435105 | 2 | 10 | SH | SOLE | 10 | 0 | 0 | ||
PAYCOM SOFTWARE, INC. | PAYC | 70432V102 | 14,574 | 64,280 | SH | SOLE | 64,280 | 0 | 0 | ||
PAYPAL HOLDINGS, INC. | PYPL | 70450Y103 | 8,565 | 74,830 | SH | SOLE | 74,830 | 0 | 0 | ||
QUALCOMM, INC. | QCOM | 747525103 | 1 | 10 | SH | SOLE | 10 | 0 | 0 | ||
RINGCENTRAL INC-CLASS A | RNG | 76680R206 | 1 | 10 | SH | SOLE | 10 | 0 | 0 | ||
ROKU, INC. (CLASS A) | ROKU | 77543R102 | 5,794 | 63,970 | SH | SOLE | 63,970 | 0 | 0 | ||
SALESFORCE.COM, INC. | CRM | 79466L302 | 2 | 10 | SH | SOLE | 10 | 0 | 0 | ||
SERVICENOW, INC. | NOW | 81762P102 | 16,491 | 60,060 | SH | SOLE | 60,060 | 0 | 0 | ||
SHOPIFY CL A SUB VTG ORD | SHOP | 82509L107 | 9,050 | 30,150 | SH | SOLE | 30,150 | 0 | 0 | ||
SLACK TECHNOLOGIES CL A ORD | WORK | 83088V102 | 1,500 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
SQUARE, INC. (CLASS A) | SQ | 852234103 | 11,545 | 159,170 | SH | SOLE | 159,170 | 0 | 0 | ||
TWILIO INC CL A | TWLO | 90138F102 | 17,667 | 129,570 | SH | SOLE | 129,570 | 0 | 0 | ||
TWITTER, INC. | TWTR | 90184L102 | 0 | 10 | SH | SOLE | 10 | 0 | 0 | ||
VANECK VECTORS SEMICONDUCTOR ETF | SMH | 92189F676 | 6,193 | 56,210 | SH | SOLE | 56,210 | 0 | 0 | ||
VEEVA SYSTEMS INC- CLASS A | VEEV | 922475108 | 8,640 | 53,300 | SH | SOLE | 53,300 | 0 | 0 | ||
WORKDAY, INC. (CLASS A) | WDAY | 98138H101 | 11,332 | 55,120 | SH | SOLE | 55,120 | 0 | 0 | ||
ZENDESK ORD SHS | ZEN | 98936J101 | 8,845 | 99,350 | SH | SOLE | 99,350 | 0 | 0 | ||
ZSCALER ORD | ZS | 98980G102 | 1 | 10 | SH | SOLE | 10 | 0 | 0 |