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
ACTIVISION BLIZZARD INC COM 00507V109 25,591 307,618 SH   SOLE N/A 307,618 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 24,904 151,156 SH   SOLE N/A 151,156 0 0
ARCO PLATFORM LTD COM CL A G04553106 2,280 100,000 SH   SOLE N/A 100,000 0 0
CARVANA CO CL A 146869102 17,400 294,472 SH   SOLE N/A 294,472 0 0
CISCO SYS INC COM 17275R102 13,702 281,641 SH   SOLE N/A 281,641 0 0
COMMVAULT SYSTEMS INC COM 204166102 18,551 265,019 SH   SOLE N/A 265,019 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 15,003 264,371 SH   SOLE N/A 264,371 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 13,067 901,816 SH   SOLE N/A 901,816 0 0
DROPBOX INC CL A 26210C104 10,526 392,319 SH   SOLE N/A 392,319 0 0
GLOBAL PMTS INC COM 37940X102 11,404 89,517 SH   SOLE N/A 89,517 0 0
GODADDY INC CL A 380237107 33,764 404,893 SH   SOLE N/A 404,893 0 0
HORTONWORKS INC COM 440894103 20,004 876,985 SH   SOLE N/A 876,985 0 0
MATCH GROUP INC COM 57665R106 31,338 541,153 SH   SOLE N/A 541,153 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 17,497 238,214 SH   SOLE N/A 238,214 0 0
MIMECAST LTD ORD SHS G14838109 18,113 432,487 SH   SOLE N/A 432,487 0 0
MOMO INC ADR 60879B107 9,861 225,137 SH   SOLE N/A 225,137 0 0
NVIDIA CORP COM 67066G104 20,501 72,951 SH   SOLE N/A 72,951 0 0
PURE STORAGE INC CL A 74624M102 13,044 502,649 SH   SOLE N/A 502,649 0 0
RAPID7 INC COM 753422104 31,038 840,684 SH   SOLE N/A 840,684 0 0
REALPAGE INC COM 75606N109 68,696 1,042,434 SH   SOLE N/A 1,042,434 0 0
ROKU INC COM CL A 77543R102 15,728 215,365 SH   SOLE N/A 215,365 0 0
SENDGRID INC COM 816883102 16,127 438,358 SH   SOLE N/A 438,358 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 20,365 379,233 SH   SOLE N/A 379,233 0 0
SPLUNK INC COM 848637104 27,149 224,538 SH   SOLE N/A 224,538 0 0
STAMPS COM INC COM NEW 852857200 32,336 142,955 SH   SOLE N/A 142,955 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 20,290 147,043 SH   SOLE N/A 147,043 0 0
TALEND S A ADS 874224207 43,852 628,799 SH   SOLE N/A 628,799 0 0
WIX COM LTD SHS M98068105 14,207 118,685 SH   SOLE N/A 118,685 0 0