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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12,363 140,787 SH   SOLE N/A 140,787 0 0
AMAZON COM INC COM 023135106 8,998 12,000 SH   SOLE N/A 12,000 0 0
AUTODESK INC COM 052769106 24,715 333,947 SH   SOLE N/A 333,947 0 0
BOX INC CL A 10316T104 12,128 875,059 SH   SOLE N/A 875,059 0 0
ELLIE MAE INC COM 28849P100 7,987 95,442 SH   SOLE N/A 95,442 0 0
EXPEDIA INC DEL COM NEW 30212P303 10,308 91,000 SH   SOLE N/A 91,000 0 0
FABRINET SHS G3323L100 16,520 409,929 SH   SOLE N/A 409,929 0 0
FACEBOOK INC CL A 30303M102 8,812 76,597 SH   SOLE N/A 76,597 0 0
GODADDY INC CL A 380237107 21,644 619,294 SH   SOLE N/A 619,294 0 0
IMAX CORP COM 45245E109 9,306 296,369 SH   SOLE N/A 296,369 0 0
J2 GLOBAL INC COM 48123V102 2,521 30,818 SH   SOLE N/A 30,818 0 0
LOGMEIN INC COM 54142L109 19,915 206,267 SH   SOLE N/A 206,267 0 0
MICRON TECHNOLOGY INC COM 595112103 9,864 450,000 SH   SOLE N/A 450,000 0 0
MICROSEMI CORP COM 595137100 25,138 465,785 SH   SOLE N/A 465,785 0 0
MINDBODY INC COM CL A 60255W105 5,488 257,632 SH   SOLE N/A 257,632 0 0
NETFLIX INC COM 64110L106 10,168 82,130 SH   SOLE N/A 82,130 0 0
OCLARO INC COM NEW 67555N206 30,280 3,383,193 SH   SOLE N/A 3,383,193 0 0
PTC INC COM 69370C100 26,612 575,153 SH   SOLE N/A 575,153 0 0
REALPAGE INC COM 75606N109 21,683 722,778 SH   SOLE N/A 722,778 0 0
RED HAT INC COM 756577102 8,910 127,838 SH   SOLE N/A 127,838 0 0
RINGCENTRAL INC CL A 76680R206 12,640 613,572 SH   SOLE N/A 613,572 0 0
SHOPIFY INC CL A 82509L107 29,365 684,985 SH   SOLE N/A 684,985 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 34,477 811,599 SH   SOLE N/A 811,599 0 0
STAMPS COM INC COM NEW 852857200 10,603 92,479 SH   SOLE N/A 92,479 0 0
TYLER TECHNOLOGIES INC COM 902252105 9,577 67,078 SH   SOLE N/A 67,078 0 0
VONAGE HLDGS CORP COM 92886T201 15,111 2,206,034 SH   SOLE N/A 2,206,034 0 0
WIX COM LTD SHS M98068105 23,524 528,030 SH   SOLE N/A 528,030 0 0
YANDEX N V SHS CLASS A N97284108 12,256 608,840 SH   SOLE N/A 608,840 0 0
YELP INC CL A 985817105 8,781 230,291 SH   SOLE N/A 230,291 0 0