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
APPLIED MATLS INC COM 038222105 14,829 290,079 SH   SOLE N/A 290,079 0 0
AUTODESK INC COM 052769106 16,387 156,318 SH   SOLE N/A 156,318 0 0
BOX INC CL A 10316T104 6,533 309,327 SH   SOLE N/A 309,327 0 0
COUPA SOFTWARE INC COM 22266L106 19,784 633,708 SH   SOLE N/A 633,708 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 19,356 1,270,084 SH   SOLE N/A 1,270,084 0 0
DIGIMARC CORP NEW COM 25381B101 12,033 332,863 SH   SOLE N/A 332,863 0 0
EVERBRIDGE INC COM 29978A104 28,318 952,826 SH   SOLE N/A 952,826 0 0
FACEBOOK INC CL A 30303M102 24,799 140,534 SH   SOLE N/A 140,534 0 0
GODADDY INC CL A 380237107 29,521 587,126 SH   SOLE N/A 587,126 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 20,343 684,260 SH   SOLE N/A 684,260 0 0
LOGMEIN INC COM 54142L109 41,810 365,151 SH   SOLE N/A 365,151 0 0
MERCADOLIBRE INC COM 58733R102 28,148 89,455 SH   SOLE N/A 89,455 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 12,065 137,293 SH   SOLE N/A 137,293 0 0
MIMECAST LTD ORD SHS G14838109 19,577 682,852 SH   SOLE N/A 682,852 0 0
MULESOFT INC CL A 625207105 11,750 505,180 SH   SOLE N/A 505,180 0 0
NVIDIA CORP COM 67066G104 17,071 88,222 SH   SOLE N/A 88,222 0 0
REALPAGE INC COM 75606N109 36,658 827,492 SH   SOLE N/A 827,492 0 0
RED HAT INC COM 756577102 12,939 107,733 SH   SOLE N/A 107,733 0 0
RINGCENTRAL INC CL A 76680R206 22,773 470,524 SH   SOLE N/A 470,524 0 0
SPLUNK INC COM 848637104 22,418 270,622 SH   SOLE N/A 270,622 0 0
STAMPS COM INC COM NEW 852857200 39,725 211,305 SH   SOLE N/A 211,305 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 18,683 855,447 SH   SOLE N/A 855,447 0 0
TALEND S A ADS 874224207 6,656 177,589 SH   SOLE N/A 177,589 0 0
WIX COM LTD SHS M98068105 3,215 55,862 SH   SOLE N/A 55,862 0 0
XPERI CORP COM 98421B100 7,294 298,945 SH   SOLE N/A 298,945 0 0