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 |
| 8X8 INC NEW | COM | 282914100 | 36,375 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 64,814 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 29,015 | 266,000 | SH | SOLE | 266,000 | 0 | 0 | ||
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 30,677 | 462,000 | SH | SOLE | 462,000 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 35,291 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 23,470 | 222,000 | SH | SOLE | 222,000 | 0 | 0 | ||
| EXPEDIA INC DEL | COM NEW | 30212P303 | 59,580 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 53,296 | 353,000 | SH | SOLE | 353,000 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 18,752 | 436,000 | SH | SOLE | 436,000 | 0 | 0 | ||
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 14,276 | 820,000 | SH | SOLE | 820,000 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 58,480 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 37,736 | 356,000 | SH | SOLE | 356,000 | 0 | 0 | ||
| SONY CORP | COM | J76379106 | 38,436 | 1,009,500 | SH | SOLE | 1,009,500 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 31,302 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 18,918 | 681,000 | SH | SOLE | 681,000 | 0 | 0 | ||