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
ADOBE SYS INC COM 00724F101 15,695 144,600 SH   SOLE   144,600 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 27,241 257,500 SH   SOLE   257,500 0 0
AMAZON COM INC COM 023135106 17,835 21,300 SH   SOLE   21,300 0 0
APPLE INC COM 037833100 11,203 99,100 SH   SOLE   99,100 0 0
APPLIED MATLS INC COM 038222105 10,987 364,400 SH   SOLE   364,400 0 0
ARISTA NETWORKS INC COM 040413106 5,045 59,300 SH   SOLE   59,300 0 0
BITAUTO HLDGS LTD SPONSORED ADS 091727107 6,485 223,000 SH   SOLE   223,000 0 0
CHARTER COMMUNICATIONS INC COM NEW 16119P108 13,741 50,900 SH   SOLE   50,900 0 0
ELECTRONIC ARTS INC CL A 285512109 19,335 226,400 SH   SOLE   226,400 0 0
FACEBOOK INC COM NEW 30303M102 18,625 145,200 SH   SOLE   145,200 0 0
FINISAR CORP ORD 31787A507 38,913 1,305,800 SH   SOLE   1,305,800 0 0
FLEX LTD COM Y2573F102 9,648 708,400 SH   SOLE   708,400 0 0
GIGAMON INC COM 37518B102 20,786 379,300 SH   SOLE   379,300 0 0
GRUBHUB INC COM 400110102 8,981 208,900 SH   SOLE   208,900 0 0
INPHI CORP COM 45772F107 13,923 320,000 SH   SOLE   320,000 0 0
INTEL CORP COM 458140100 6,897 182,700 SH   SOLE   182,700 0 0
LOGMEIN INC COM 54142L109 10,793 119,400 SH   SOLE   119,400 0 0
LUMENTUM HLDGS INC COM 55024U109 16,441 393,600 SH   SOLE   393,600 0 0
MATCH GROUP INC COM 57665R106 12,851 722,400 SH   SOLE   722,400 0 0
NETEASE INC SPONSORED ADS 64110W102 16,758 69,600 SH   SOLE   69,600 0 0
NUTANIX INC CL A 67059N108 555 15,000 SH   SOLE   15,000 0 0
PANDORA MEDIA INC COM 698354107 5,974 416,900 SH   SOLE   416,900 0 0
SYMANTEC CORP COM 871503108 9,508 378,800 SH   SOLE   378,800 0 0
T MOBILE US INC COM 872590104 17,441 373,300 SH   SOLE   373,300 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 14,162 314,152 SH   SOLE   314,152 0 0
WORKDAY INC CL A 98138H101 4,585 50,000 SH   SOLE   50,000 0 0
ZENDESK INC COM 98936J101 13,466 438,500 SH   SOLE   438,500 0 0