The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 7,335 | 159,834 | SH | SOLE | 0 | 159,834 | 0 | 0 | |
| ACACIA COMMUNICATIONS INC | COM | 00401C108 | 29,368 | 735,306 | SH | SOLE | 0 | 735,306 | 0 | 0 | |
| ADOBE SYS INC | COM | 00724F101 | 16,578 | 173,062 | SH | SOLE | 0 | 173,062 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 50,455 | 634,411 | SH | SOLE | 0 | 634,411 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 21,596 | 31,203 | SH | SOLE | 0 | 31,203 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 63,740 | 90,600 | SH | SOLE | 0 | 90,600 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 126,032 | 176,116 | SH | SOLE | 0 | 176,116 | 0 | 0 | |
| CIRRUS LOGIC INC | COM | 172755100 | 18,714 | 482,437 | SH | SOLE | 0 | 482,437 | 0 | 0 | |
| ELLIE MAE INC | COM | 28849P100 | 102,716 | 1,120,745 | SH | SOLE | 0 | 1,120,745 | 0 | 0 | |
| EPAM SYS INC | COM | 29414B104 | 26,677 | 414,822 | SH | SOLE | 0 | 414,822 | 0 | 0 | |
| FABRINET | SHS | G3323L100 | 51,008 | 1,374,137 | SH | SOLE | 0 | 1,374,137 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 67,340 | 589,258 | SH | SOLE | 0 | 589,258 | 0 | 0 | |
| HUBSPOT INC | COM | 443573100 | 28,154 | 648,407 | SH | SOLE | 0 | 648,407 | 0 | 0 | |
| INPHI CORP | COM | 45772F107 | 11,010 | 343,748 | SH | SOLE | 0 | 343,748 | 0 | 0 | |
| INTERACTIVE INTELLIGENCE GRO | COM | 45841V109 | 62,186 | 1,517,103 | SH | SOLE | 0 | 1,517,103 | 0 | 0 | |
| MAXLINEAR INC | CL A | 57776J100 | 43,413 | 2,414,490 | SH | SOLE | 0 | 2,414,490 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 18,807 | 367,538 | SH | SOLE | 0 | 367,538 | 0 | 0 | |
| MICROSTRATEGY INC | CL A NEW | 594972408 | 33,242 | 189,930 | SH | SOLE | 0 | 189,930 | 0 | 0 | |
| MONOLITHIC PWR SYS INC | COM | 609839105 | 16,964 | 248,305 | SH | SOLE | 0 | 248,305 | 0 | 0 | |
| NETEASE INC | SPONSORED ADR | 64110W102 | 35,966 | 186,141 | SH | SOLE | 0 | 186,141 | 0 | 0 | |
| NEW RELIC INC | COM | 64829B100 | 20,441 | 695,758 | SH | SOLE | 0 | 695,758 | 0 | 0 | |
| NVIDIA CORP | COM | 67066G104 | 33,735 | 717,612 | SH | SOLE | 0 | 717,612 | 0 | 0 | |
| OCLARO INC | COM NEW | 67555N206 | 28,294 | 5,797,976 | SH | SOLE | 0 | 5,797,976 | 0 | 0 | |
| PTC INC | COM | 69370C100 | 11,254 | 299,470 | SH | SOLE | 0 | 299,470 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 51,102 | 643,524 | SH | SOLE | 0 | 643,524 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 30,438 | 989,538 | SH | SOLE | 0 | 989,538 | 0 | 0 | |
| SYMANTEC CORP | COM | 871503108 | 76,939 | 3,745,802 | SH | SOLE | 0 | 3,745,802 | 0 | 0 | |
| TWILIO INC | CL A | 90138F102 | 3,650 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| WAYFAIR INC | CL A | 94419L101 | 15,823 | 405,727 | SH | SOLE | 0 | 405,727 | 0 | 0 | |
| YELP INC | CL A | 985817105 | 4,554 | 150,000 | SH | SOLE | 0 | 150,000 | 0 | 0 | |
| ZENDESK INC | COM | 98936J101 | 95,865 | 3,634,016 | SH | SOLE | 0 | 3,634,016 | 0 | 0 | |