The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 32,349 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 27,308 | 266,000 | SH | SOLE | 266,000 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 29,760 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 12,700 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | 25,435 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 27,214 | 304,000 | SH | SOLE | 304,000 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 43,276 | 343,000 | SH | SOLE | 343,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 47,303 | 333,000 | SH | SOLE | 333,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 42,818 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 39,620 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 31,139 | 356,000 | SH | SOLE | 356,000 | 0 | 0 | ||
| SONY CORP | COM | J76379106 | 34,159 | 1,009,500 | SH | SOLE | 1,009,500 | 0 | 0 | ||