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 11,723 251,719 SH   SOLE N/A 251,719 0 0
AMDOCS LTD SHS G02602103 8,855 151,167 SH   SOLE N/A 151,167 0 0
ARCO PLATFORM LTD COM CL A G04553106 2,272 102,719 SH   SOLE N/A 102,719 0 0
BROADCOM INC COM 11135F101 12,663 49,801 SH   SOLE N/A 49,801 0 0
CENTURYLINK INC COM 156700106 12,897 851,301 SH   SOLE N/A 851,301 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 16,560 328,382 SH   SOLE N/A 328,382 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 10,916 858,203 SH   SOLE N/A 858,203 0 0
ENTEGRIS INC COM 29362U104 14,571 522,345 SH   SOLE N/A 522,345 0 0
ETSY INC COM 29786A106 8,419 176,971 SH   SOLE N/A 176,971 0 0
EURONET WORLDWIDE INC COM 298736109 11,942 116,645 SH   SOLE N/A 116,645 0 0
EVERBRIDGE INC COM 29978A104 11,517 202,899 SH   SOLE N/A 202,899 0 0
FACEBOOK INC CL A 30303M102 5,541 42,267 SH   SOLE N/A 42,267 0 0
FIVE9 INC COM 338307101 9,037 206,709 SH   SOLE N/A 206,709 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 4,666 179,548 SH   SOLE N/A 179,548 0 0
GLOBAL PMTS INC COM 37940X102 14,447 140,090 SH   SOLE N/A 140,090 0 0
INSTRUCTURE INC COM 45781U103 6,668 177,771 SH   SOLE N/A 177,771 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 18,603 299,655 SH   SOLE N/A 299,655 0 0
LEIDOS HLDGS INC COM 525327102 6,694 126,969 SH   SOLE N/A 126,969 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 14,152 123,017 SH   SOLE N/A 123,017 0 0
RAPID7 INC COM 753422104 13,392 429,774 SH   SOLE N/A 429,774 0 0
REALPAGE INC COM 75606N109 6,859 142,326 SH   SOLE N/A 142,326 0 0
RINGCENTRAL INC CL A 76680R206 26,425 320,537 SH   SOLE N/A 320,537 0 0
SPLUNK INC COM 848637104 17,822 169,975 SH   SOLE N/A 169,975 0 0
STAMPS COM INC COM NEW 852857200 6,551 42,092 SH   SOLE N/A 42,092 0 0
TERADYNE INC COM 880770102 7,849 250,143 SH   SOLE N/A 250,143 0 0
TWILIO INC CL A 90138F102 8,840 98,995 SH   SOLE N/A 98,995 0 0
TWITTER INC COM 90184L102 15,538 540,628 SH   SOLE N/A 540,628 0 0
VEEVA SYS INC CL A COM 922475108 10,391 116,338 SH   SOLE N/A 116,338 0 0
VERISK ANALYTICS INC COM 92345Y106 8,513 78,071 SH   SOLE N/A 78,071 0 0
WESTERN UN CO COM 959802109 8,910 522,268 SH   SOLE N/A 522,268 0 0
WIX COM LTD SHS M98068105 11,134 123,248 SH   SOLE N/A 123,248 0 0
ZENDESK INC COM 98936J101 15,111 258,885 SH   SOLE N/A 258,885 0 0