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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 3,398 | 94,100 | SH | SOLE | 94,100 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 19,159 | 186,100 | SH | SOLE | 186,100 | 0 | 0 | ||
| ALIBABA GROUP HOLDING ADR REP 1 ORD | SPONSORED ADS | 01609W102 | 6,911 | 78,700 | SH | SOLE | 78,700 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 10,698 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 16,272 | 21,700 | SH | SOLE | 21,700 | 0 | 0 | ||
| APPLE ORD | COM | 037833100 | 6,451 | 55,700 | SH | SOLE | 55,700 | 0 | 0 | ||
| APPLIED MATLS INC | SPONSORED ADS | 038222105 | 3,434 | 106,400 | SH | SOLE | 106,400 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 6,774 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| ARRIS INTL INC | SHS | G0551A103 | 7,020 | 233,000 | SH | SOLE | 233,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 11,920 | 41,400 | SH | SOLE | 41,400 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 16,705 | 145,200 | SH | SOLE | 145,200 | 0 | 0 | ||
| FINISAR CORP | COM NEW | 31787A507 | 36,787 | 1,215,300 | SH | SOLE | 1,215,300 | 0 | 0 | ||
| FLEX LTD | ORD | Y2573F102 | 7,106 | 494,500 | SH | SOLE | 494,500 | 0 | 0 | ||
| JUNIPER NETWORKS INC | COM | 48203R104 | 17,055 | 603,500 | SH | SOLE | 603,500 | 0 | 0 | ||
| LOGMEIN INC | COM | 54142L109 | 20,382 | 211,100 | SH | SOLE | 211,100 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 9,570 | 247,600 | SH | SOLE | 247,600 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 7,139 | 325,700 | SH | SOLE | 325,700 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 14,361 | 116,000 | SH | SOLE | 116,000 | 0 | 0 | ||
| NIMBLE STORAGE INC | COM | 65440R101 | 3,339 | 421,600 | SH | SOLE | 421,600 | 0 | 0 | ||
| OCLARO INC | COM NEW | 67555N206 | 2,282 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
| PURE STORAGE INC | CL A | 74624M102 | 3,223 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 13,541 | 197,800 | SH | SOLE | 197,800 | 0 | 0 | ||
| SHOPIFY INC | COM | 82509L107 | 4,536 | 105,800 | SH | SOLE | 105,800 | 0 | 0 | ||
| SYMANTEC CORP | COM | 871503108 | 16,730 | 700,300 | SH | SOLE | 700,300 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 25,241 | 438,900 | SH | SOLE | 438,900 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 9,784 | 198,500 | SH | SOLE | 198,500 | 0 | 0 | ||