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 14,767 225,796 SH   SOLE   225,796 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 20,747 124,065 SH   SOLE   124,065 0 0
ALPHABET INC CAP STK CL A 02079K305 16,666 13,648 SH   SOLE   13,648 0 0
AMAZON COM INC COM 023135106 21,949 12,644 SH   SOLE   12,644 0 0
AMERICAN TOWER CORP NEW COM 03027X100 34,518 156,100 SH   SOLE   156,100 0 0
ANAPLAN INC COM 03272L108 19,679 418,700 SH   SOLE   418,700 0 0
APPLE INC COM 037833100 28,892 129,000 SH   SOLE   129,000 0 0
ARISTA NETWORKS INC COM 040413106 11,946 50,000 SH   SOLE   50,000 0 0
AVALARA INC COM 05338G106 6,729 100,000 SH   SOLE   100,000 0 0
BLACKLINE INC COM 09239B109 2,391 50,000 SH   SOLE   50,000 0 0
BOX INC CL A 10316T104 3,757 226,900 SH   SOLE   226,900 0 0
BROADCOM INC COM 11135F101 31,113 112,700 SH   SOLE   112,700 0 0
COHERENT INC COM 192479103 10,069 65,500 SH   SOLE   65,500 0 0
COUPA SOFTWARE INC COM 22266L106 10,624 81,997 SH   SOLE   81,997 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 7,841 56,409 SH   SOLE   56,409 0 0
DATADOG INC CL A COM 23804L103 1,696 50,000 SH   SOLE   50,000 0 0
ELASTIC N V ORD SHS N14506104 8,234 100,000 SH   SOLE   100,000 0 0
FACEBOOK INC CL A 30303M102 70,733 397,200 SH   SOLE   397,200 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 47,422 357,200 SH   SOLE   357,200 0 0
HUYA INC ADS REP SHS A 44852D108 14,081 595,640 SH   SOLE   595,640 0 0
INPHI CORP COM 45772F107 24,420 400,000 SH   SOLE   400,000 0 0
INTELSAT S A COM L5140P101 8,285 363,387 SH   SOLE   363,387 0 0
JD COM INC SPON ADR CL A 47215P106 13,992 496,000 SH   SOLE   496,000 0 0
LYFT INC CL A COM 55087P104 12,485 305,700 SH   SOLE   305,700 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 7,145 332,425 SH   SOLE   332,425 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 18,875 755,900 SH   SOLE   755,900 0 0
NETFLIX INC COM 64110L106 42,886 160,250 SH   SOLE   160,250 0 0
PALO ALTO NETWORKS INC COM 697435105 60,775 298,167 SH   SOLE   298,167 0 0
PROOFPOINT INC COM 743424103 18,325 142,000 SH   SOLE   142,000 0 0
SALESFORCE COM INC COM 79466L302 35,876 241,684 SH   SOLE   241,684 0 0
SERVICENOW INC COM 81762P102 19,800 78,000 SH   SOLE   78,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 25,043 316,000 SH   SOLE   316,000 0 0
SPLUNK INC COM 848637104 26,990 229,000 SH   SOLE   229,000 0 0
T MOBILE US INC COM 872590104 61,989 786,958 SH   SOLE   786,958 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 35,860 286,100 SH   SOLE   286,100 0 0
THE TRADE DESK INC COM CL A 88339J105 16,373 87,300 SH   SOLE   87,300 0 0
TWITTER INC COM 90184L102 35,980 873,300 SH   SOLE   873,300 0 0
UBER TECHNOLOGIES INC COM 90353T100 3,047 100,000 SH   SOLE   100,000 0 0
VIAVI SOLUTIONS INC COM 925550105 20,974 1,497,623 SH   SOLE   1,497,623 0 0
WORKDAY INC CL A 98138H101 56,758 333,948 SH   SOLE   333,948 0 0
XILINX INC COM 983919101 24,659 257,133 SH   SOLE   257,133 0 0
ZENDESK INC COM 98936J101 17,345 238,000 SH   SOLE   238,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 15,240 200,000 SH   SOLE   200,000 0 0
ZYNGA INC CL A 98986T108 29,651 5,094,600 SH   SOLE   5,094,600 0 0