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
ACACIA COMMUNICATIONS INC COM 00401C108 10,936 231,896 SH   SOLE   231,896 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 23,531 138,865 SH   SOLE   138,865 0 0
ALPHABET INC CAP STK CL A 02079K305 15,211 14,048 SH   SOLE   14,048 0 0
AMAZON COM INC COM 023135106 28,101 14,840 SH   SOLE   14,840 0 0
ANAPLAN INC COM 03272L108 21,132 418,700 SH   SOLE   418,700 0 0
APPLE INC COM 037833100 25,532 129,000 SH   SOLE   129,000 0 0
BILIBILI INC SPONS ADS REP Z 090040106 11,122 683,600 SH   SOLE   683,600 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 20,166 154,709 SH   SOLE   154,709 0 0
DROPBOX INC CL A 26210C104 21,515 858,900 SH   SOLE   858,900 0 0
FACEBOOK INC CL A 30303M102 27,290 141,400 SH   SOLE   141,400 0 0
FORTINET INC COM 34959E109 7,683 100,000 SH   SOLE   100,000 0 0
HUYA INC ADS REP SHS A 44852D108 13,677 553,501 SH   SOLE   553,501 0 0
INPHI CORP COM 45772F107 26,901 536,938 SH   SOLE   536,938 0 0
INTELSAT S A COM L5140P101 8,900 457,575 SH   SOLE   457,575 0 0
JD COM INC SPON ADR CL A 47215P106 15,024 496,000 SH   SOLE   496,000 0 0
LUMENTUM HLDGS INC COM 55024U109 24,151 452,185 SH   SOLE   452,185 0 0
LYFT INC CL A COM 55087P104 493 7,500 SH   SOLE   7,500 0 0
NETFLIX INC COM 64110L106 58,863 160,250 SH   SOLE   160,250 0 0
PALO ALTO NETWORKS INC COM 697435105 60,755 298,167 SH   SOLE   298,167 0 0
SALESFORCE COM INC COM 79466L302 46,127 304,006 SH   SOLE   304,006 0 0
SERVICENOW INC COM 81762P102 21,416 78,000 SH   SOLE   78,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 24,417 316,000 SH   SOLE   316,000 0 0
SPLUNK INC COM 848637104 28,797 229,000 SH   SOLE   229,000 0 0
T MOBILE US INC COM 872590104 79,850 1,077,017 SH   SOLE   1,077,017 0 0
TABLEAU SOFTWARE INC CL A 87336U105 13,843 83,380 SH   SOLE   83,380 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 22,706 200,000 SH   SOLE   200,000 0 0
THE TRADE DESK INC COM CL A 88339J105 19,885 87,300 SH   SOLE   87,300 0 0
TWITTER INC COM 90184L102 30,478 873,300 SH   SOLE   873,300 0 0
VIAVI SOLUTIONS INC COM 925550105 24,203 1,821,123 SH   SOLE   1,821,123 0 0
DISNEY WALT CO COM DISNEY 254687106 46,821 335,300 SH   SOLE   335,300 0 0
WORKDAY INC CL A 98138H101 88,409 430,048 SH   SOLE   430,048 0 0
XILINX INC COM 983919101 31,264 265,133 SH   SOLE   265,133 0 0
ZENDESK INC COM 98936J101 42,447 476,776 SH   SOLE   476,776 0 0
ZYNGA INC CL A 98986T108 27,335 4,459,200 SH   SOLE   4,459,200 0 0