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 | 3,568 | 5,156 | SH | SOLE | N/A | 5,156 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 3,721 | 5,200 | SH | SOLE | N/A | 5,200 | 0 | 0 | |
| ARRIS INTL INC | SHS | G0551A103 | 4,573 | 218,201 | SH | SOLE | N/A | 218,201 | 0 | 0 | |
| BROADCOM LTD | SHS | Y09827109 | 4,972 | 32,000 | SH | SOLE | N/A | 32,000 | 0 | 0 | |
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | 7,075 | 145,613 | SH | SOLE | N/A | 145,613 | 0 | 0 | |
| ELLIE MAE INC | COM | 28849P100 | 6,116 | 66,728 | SH | SOLE | N/A | 66,728 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 4,490 | 39,290 | SH | SOLE | N/A | 39,290 | 0 | 0 | |
| GIGAMON INC | COM | 37518B102 | 2,991 | 79,998 | SH | SOLE | N/A | 79,998 | 0 | 0 | |
| GRUBHUB INC | COM | 400110102 | 5,127 | 165,000 | SH | SOLE | N/A | 165,000 | 0 | 0 | |
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 12,723 | 1,540,270 | SH | SOLE | N/A | 1,540,270 | 0 | 0 | |
| HUBSPOT INC | COM | 443573100 | 8,125 | 187,120 | SH | SOLE | N/A | 187,120 | 0 | 0 | |
| MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 8,494 | 177,105 | SH | SOLE | N/A | 177,105 | 0 | 0 | |
| MICROSEMI CORP | COM | 595137100 | 4,662 | 142,659 | SH | SOLE | N/A | 142,659 | 0 | 0 | |
| PAYCOM SOFTWARE INC | COM | 70432V102 | 2,809 | 65,000 | SH | SOLE | N/A | 65,000 | 0 | 0 | |
| REALPAGE INC | COM | 75606N109 | 3,768 | 168,755 | SH | SOLE | N/A | 168,755 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 1,826 | 23,000 | SH | SOLE | N/A | 23,000 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 4,111 | 133,662 | SH | SOLE | N/A | 133,662 | 0 | 0 | |
| SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 5,011 | 104,832 | SH | SOLE | N/A | 104,832 | 0 | 0 | |
| SPS COMM INC | COM | 78463M107 | 5,309 | 87,613 | SH | SOLE | N/A | 87,613 | 0 | 0 | |
| STAMPS COM INC | COM NEW | 852857200 | 7,875 | 90,087 | SH | SOLE | N/A | 90,087 | 0 | 0 | |
| TESSERA TECHNOLOGIES INC | COM | 88164L100 | 5,275 | 172,145 | SH | SOLE | N/A | 172,145 | 0 | 0 | |
| TYLER TECHNOLOGIES INC | COM | 902252105 | 4,177 | 25,057 | SH | SOLE | N/A | 25,057 | 0 | 0 | |
| VARONIS SYS INC | COM | 922280102 | 2,893 | 120,457 | SH | SOLE | N/A | 120,457 | 0 | 0 | |
| VONAGE HLDGS CORP | COM | 92886T201 | 3,050 | 500,000 | SH | SOLE | N/A | 500,000 | 0 | 0 | |
| WIX COM LTD | SHS | M98068105 | 7,159 | 235,867 | SH | SOLE | N/A | 235,867 | 0 | 0 | |
| XACTLY CORP | COM | 98386L101 | 774 | 60,440 | SH | SOLE | N/A | 60,440 | 0 | 0 | |