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
ADVANCED MICRO DEVICES INC COM 007903107 16,293 1,277,844 SH   SOLE N/A 1,277,844 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 32,034 185,480 SH   SOLE N/A 185,480 0 0
APPLIED MATLS INC COM 038222105 13,658 262,202 SH   SOLE N/A 262,202 0 0
AUTODESK INC COM 052769106 11,657 103,835 SH   SOLE N/A 103,835 0 0
BOX INC CL A 10316T104 14,125 731,100 SH   SOLE N/A 731,100 0 0
BROADCOM LTD SHS Y09827109 8,586 35,399 SH   SOLE N/A 35,399 0 0
CAVIUM INC COM 14964U108 13,581 205,956 SH   SOLE N/A 205,956 0 0
COUPA SOFTWARE INC COM 22266L106 11,538 370,414 SH   SOLE N/A 370,414 0 0
DIGIMARC CORP NEW COM 25381B101 10,046 274,471 SH   SOLE N/A 274,471 0 0
EVERBRIDGE INC COM 29978A104 10,565 399,868 SH   SOLE N/A 399,868 0 0
EXPEDIA INC DEL COM NEW 30212P303 11,027 76,611 SH   SOLE N/A 76,611 0 0
FACEBOOK INC CL A 30303M102 16,901 98,909 SH   SOLE N/A 98,909 0 0
GODADDY INC CL A 380237107 32,733 752,304 SH   SOLE N/A 752,304 0 0
LAM RESEARCH CORP COM 512807108 12,760 68,958 SH   SOLE N/A 68,958 0 0
LOGMEIN INC COM 54142L109 31,690 287,961 SH   SOLE N/A 287,961 0 0
LUMENTUM HLDGS INC COM 55024U109 21,689 399,064 SH   SOLE N/A 399,064 0 0
MOMO INC ADR 60879B107 8,743 278,982 SH   SOLE N/A 278,982 0 0
MULESOFT INC CL A 625207105 10,019 497,476 SH   SOLE N/A 497,476 0 0
NETFLIX INC COM 64110L106 15,034 82,898 SH   SOLE N/A 82,898 0 0
NUTANIX INC CL A 67059N108 7,840 350,177 SH   SOLE N/A 350,177 0 0
REALPAGE INC COM 75606N109 26,313 659,471 SH   SOLE N/A 659,471 0 0
RINGCENTRAL INC CL A 76680R206 22,872 547,824 SH   SOLE N/A 547,824 0 0
SEMTECH CORP COM 816850101 14,676 390,844 SH   SOLE N/A 390,844 0 0
STAMPS COM INC COM NEW 852857200 25,315 124,922 SH   SOLE N/A 124,922 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 14,646 754,181 SH   SOLE N/A 754,181 0 0
TALEND S A ADS 874224207 16,285 397,784 SH   SOLE N/A 397,784 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 13,749 106,709 SH   SOLE N/A 106,709 0 0
YANDEX N V SHS CLASS A N97284108 24,105 731,556 SH   SOLE N/A 731,556 0 0
YY INC ADS REPCOM CLA 98426T106 19,844 228,675 SH   SOLE N/A 228,675 0 0