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
ACTIVISION BLIZZARD INC COM 00507V109 37,212 626,247 SH   SOLE   626,247 0 0
ADOBE INC COM 00724F101 11,345 34,400 SH   SOLE   34,400 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 32,614 153,765 SH   SOLE   153,765 0 0
ALPHABET INC CAP STK CL A 02079K305 38,773 28,948 SH   SOLE   28,948 0 0
AMAZON COM INC COM 023135106 22,366 12,104 SH   SOLE   12,104 0 0
AMERICAN TOWER CORP NEW COM 03027X100 39,125 170,242 SH   SOLE   170,242 0 0
ANAPLAN INC COM 03272L108 21,940 418,700 SH   SOLE   418,700 0 0
APPLE INC COM 037833100 37,881 129,000 SH   SOLE   129,000 0 0
ARISTA NETWORKS INC COM 040413106 10,170 50,000 SH   SOLE   50,000 0 0
AVALARA INC COM 05338G106 5,999 81,900 SH   SOLE   81,900 0 0
BLACKLINE INC COM 09239B109 2,578 50,000 SH   SOLE   50,000 0 0
BOX INC CL A 10316T104 3,807 226,900 SH   SOLE   226,900 0 0
CISCO SYS INC COM 17275R102 11,199 233,500 SH   SOLE   233,500 0 0
COHERENT INC COM 192479103 8,051 48,400 SH   SOLE   48,400 0 0
COUPA SOFTWARE INC COM 22266L106 11,993 82,000 SH   SOLE   82,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 8,019 56,409 SH   SOLE   56,409 0 0
DATADOG INC CL A COM 23804L103 1,603 42,429 SH   SOLE   42,429 0 0
ELASTIC N V ORD SHS N14506104 6,430 100,000 SH   SOLE   100,000 0 0
FACEBOOK INC CL A 30303M102 51,887 252,800 SH   SOLE   252,800 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 55,260 397,300 SH   SOLE   397,300 0 0
FISERV INC COM 337738108 12,002 103,800 SH   SOLE   103,800 0 0
INPHI CORP COM 45772F107 22,695 306,600 SH   SOLE   306,600 0 0
JD COM INC SPON ADR CL A 47215P106 40,419 1,147,300 SH   SOLE   1,147,300 0 0
JUNIPER NETWORKS INC COM 48203R104 42,510 1,725,941 SH   SOLE   1,725,941 0 0
LYFT INC CL A COM 55087P104 20,959 487,200 SH   SOLE   487,200 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 22,966 864,700 SH   SOLE   864,700 0 0
NETFLIX INC COM 64110L106 51,852 160,250 SH   SOLE   160,250 0 0
PAGERDUTY INC COM 69553P100 5,684 243,000 SH   SOLE   243,000 0 0
PALO ALTO NETWORKS INC COM 697435105 52,162 225,567 SH   SOLE   225,567 0 0
PROOFPOINT INC COM 743424103 18,962 165,200 SH   SOLE   165,200 0 0
PURE STORAGE INC CL A 74624M102 5,547 324,200 SH   SOLE   324,200 0 0
SALESFORCE COM INC COM 79466L302 38,706 237,984 SH   SOLE   237,984 0 0
SERVICENOW INC COM 81762P102 22,021 78,000 SH   SOLE   78,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 6,733 55,700 SH   SOLE   55,700 0 0
SNAP INC CL A 83304A106 42,311 2,591,025 SH   SOLE   2,591,025 0 0
SPLUNK INC COM 848637104 11,353 75,800 SH   SOLE   75,800 0 0
T MOBILE US INC COM 872590104 47,809 609,658 SH   SOLE   609,658 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 23,078 188,500 SH   SOLE   188,500 0 0
THE TRADE DESK INC COM CL A 88339J105 22,679 87,300 SH   SOLE   87,300 0 0
UBER TECHNOLOGIES INC COM 90353T100 28,565 960,500 SH   SOLE   960,500 0 0
VIAVI SOLUTIONS INC COM 925550105 28,169 1,877,923 SH   SOLE   1,877,923 0 0
WORKDAY INC CL A 98138H101 44,984 273,545 SH   SOLE   273,545 0 0
XILINX INC COM 983919101 4,823 49,333 SH   SOLE   49,333 0 0
ZENDESK INC COM 98936J101 18,238 238,000 SH   SOLE   238,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 10,505 154,400 SH   SOLE   154,400 0 0
ZYNGA INC CL A 98986T108 35,734 5,838,900 SH   SOLE   5,838,900 0 0