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 |
| AMAZON COM INC | COM | 023135106 | 6,579 | 8,773 | SH | SOLE | 8,773 | 0 | 0 | ||
| ACACIA COMMUNICATIONS INC | COM | 00401C108 | 2,248 | 36,405 | SH | SOLE | 36,405 | 0 | 0 | ||
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 4,597 | 68,939 | SH | SOLE | 68,939 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 8,653 | 89,419 | SH | SOLE | 89,419 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 4,508 | 116,649 | SH | SOLE | 116,649 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 9,767 | 131,389 | SH | SOLE | 131,389 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 17,412 | 140,646 | SH | SOLE | 140,646 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 2,303 | 141,300 | SH | SOLE | 141,300 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 16,428 | 142,792 | SH | SOLE | 142,792 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 5,864 | 153,800 | SH | SOLE | 153,800 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 14,284 | 162,664 | SH | SOLE | 162,664 | 0 | 0 | ||
| INPHI CORP | COM | 45772F107 | 8,474 | 189,910 | SH | SOLE | 189,910 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 13,689 | 199,952 | SH | SOLE | 199,952 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 7,090 | 202,863 | SH | SOLE | 202,863 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 4,745 | 223,811 | SH | SOLE | 223,811 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 9,319 | 232,985 | SH | SOLE | 232,985 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 11,009 | 261,506 | SH | SOLE | 261,506 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 4,976 | 270,742 | SH | SOLE | 270,742 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 15,394 | 273,431 | SH | SOLE | 273,431 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 9,777 | 446,028 | SH | SOLE | 446,028 | 0 | 0 | ||