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 |
| ACACIA COMMUNICATIONS INC | COM | 00401C108 | 6,199 | 171,100 | SH | SOLE | 171,100 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 26,018 | 410,900 | SH | SOLE | 410,900 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 25,865 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 22,648 | 21,500 | SH | SOLE | 21,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 25,904 | 22,150 | SH | SOLE | 22,150 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 22,558 | 133,300 | SH | SOLE | 133,300 | 0 | 0 | ||
| BOX INC | CL A | 10316T104 | 33,936 | 1,606,800 | SH | SOLE | 1,606,800 | 0 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 9,311 | 243,100 | SH | SOLE | 243,100 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 23,963 | 135,800 | SH | SOLE | 135,800 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 9,582 | 162,600 | SH | SOLE | 162,600 | 0 | 0 | ||
| LOGMEIN INC | COM | 54142L109 | 17,793 | 155,400 | SH | SOLE | 155,400 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 11,438 | 233,900 | SH | SOLE | 233,900 | 0 | 0 | ||
| MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 24,348 | 376,315 | SH | SOLE | 376,315 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADR | 64110W102 | 9,110 | 26,400 | SH | SOLE | 26,400 | 0 | 0 | ||
| OCLARO INC | COM NEW | 67555N206 | 6,674 | 990,200 | SH | SOLE | 990,200 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 11,378 | 78,500 | SH | SOLE | 78,500 | 0 | 0 | ||
| PURE STORAGE INC | CL A | 74624M102 | 8,071 | 508,900 | SH | SOLE | 508,900 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 13,852 | 135,500 | SH | SOLE | 135,500 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 22,616 | 356,100 | SH | SOLE | 356,100 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 11,390 | 164,600 | SH | SOLE | 164,600 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 6,872 | 62,600 | SH | SOLE | 62,600 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 4,543 | 121,200 | SH | SOLE | 121,200 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 10,941 | 455,700 | SH | SOLE | 455,700 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 4,313 | 368,000 | SH | SOLE | 368,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 13,779 | 135,433 | SH | SOLE | 135,433 | 0 | 0 | ||