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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 4,253 | 5,604 | SH | SOLE | N/A | 5,604 | 0 | 0 | |
| ARRIS GROUP INC NEW | COM | 04270V106 | 8,576 | 280,550 | SH | SOLE | N/A | 280,550 | 0 | 0 | |
| BLACKBAUD INC | COM | 09227Q100 | 7,931 | 120,420 | SH | SOLE | N/A | 120,420 | 0 | 0 | |
| CHEGG INC | COM | 163092109 | 1,599 | 237,652 | SH | SOLE | N/A | 237,652 | 0 | 0 | |
| ELLIE MAE INC | COM | 28849P100 | 4,880 | 81,020 | SH | SOLE | N/A | 81,020 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 3,331 | 31,823 | SH | SOLE | N/A | 31,823 | 0 | 0 | |
| FAIRCHILD SEMICONDUCTOR INTL | COM | 303726103 | 3,374 | 162,910 | SH | SOLE | N/A | 162,910 | 0 | 0 | |
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 6,150 | 750,000 | SH | SOLE | N/A | 750,000 | 0 | 0 | |
| IMPERVA INC | COM | 45321L100 | 2,596 | 41,000 | SH | SOLE | N/A | 41,000 | 0 | 0 | |
| LAM RESEARCH CORP | COM | 512807108 | 2,140 | 26,940 | SH | SOLE | N/A | 26,940 | 0 | 0 | |
| LINKEDIN CORP | COM CL A | 53578A108 | 2,636 | 11,710 | SH | SOLE | N/A | 11,710 | 0 | 0 | |
| MICROSEMI CORP | COM | 595137100 | 5,449 | 167,205 | SH | SOLE | N/A | 167,205 | 0 | 0 | |
| NVIDIA CORP | COM | 67066G104 | 3,296 | 100,000 | SH | SOLE | N/A | 100,000 | 0 | 0 | |
| PALO ALTO NETWORKS INC | COM | 697435105 | 3,296 | 18,710 | SH | SOLE | N/A | 18,710 | 0 | 0 | |
| PAYLOCITY HLDG CORP | COM | 70438V106 | 3,028 | 74,665 | SH | SOLE | N/A | 74,665 | 0 | 0 | |
| PROOFPOINT INC | COM | 743424103 | 2,405 | 37,000 | SH | SOLE | N/A | 37,000 | 0 | 0 | |
| PTC INC | COM | 69370C100 | 4,031 | 116,410 | SH | SOLE | N/A | 116,410 | 0 | 0 | |
| RAPID7 INC | COM | 753422104 | 1,059 | 70,000 | SH | SOLE | N/A | 70,000 | 0 | 0 | |
| REALPAGE INC | COM | 75606N109 | 4,806 | 214,066 | SH | SOLE | N/A | 214,066 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 5,465 | 211,805 | SH | SOLE | N/A | 211,805 | 0 | 0 | |
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 7,955 | 253,654 | SH | SOLE | N/A | 253,654 | 0 | 0 | |
| SPLUNK INC | COM | 848637104 | 4,318 | 73,420 | SH | SOLE | N/A | 73,420 | 0 | 0 | |
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 7,451 | 79,080 | SH | SOLE | N/A | 79,080 | 0 | 0 | |
| VARONIS SYS INC | COM | 922280102 | 2,358 | 125,442 | SH | SOLE | N/A | 125,442 | 0 | 0 | |
| VEEVA SYS INC | CL A COM | 922475108 | 2,164 | 75,000 | SH | SOLE | N/A | 75,000 | 0 | 0 | |
| WIX COM LTD | SHS | M98068105 | 5,703 | 250,681 | SH | SOLE | N/A | 250,681 | 0 | 0 | |
| ZENDESK INC | COM | 98936J101 | 3,255 | 123,103 | SH | SOLE | N/A | 123,103 | 0 | 0 | |