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
ADOBE INC COM 00724F101 3,366 14,880 SH   SOLE   14,880 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,412 76,474 SH   SOLE   76,474 0 0
AMAZON COM INC COM 023135106 1,063 708 SH   SOLE   708 0 0
ANAPLAN INC COM 03272L108 738 27,816 SH   SOLE   27,816 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 3,071 23,422 SH   SOLE   23,422 0 0
AVNET INC COM 053807103 516 14,300 SH   SOLE   14,300 0 0
BROADCOM INC COM 11135F101 5,162 20,300 SH   SOLE   20,300 0 0
CORNING INC COM 219350105 3,377 111,800 SH   SOLE   111,800 0 0
DXC TECHNOLOGY CO COM 23355L106 2,692 50,632 SH   SOLE   50,632 0 0
GLOBAL PMTS INC COM 37940X102 7,333 71,100 SH   SOLE   71,100 0 0
INTUIT COM 461202103 4,522 22,972 SH   SOLE   22,972 0 0
KLA-TENCOR CORP COM 482480100 7,768 86,800 SH   SOLE   86,800 0 0
LOGMEIN INC COM 54142L109 2,569 31,500 SH   SOLE   31,500 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 5,741 354,612 SH   SOLE   354,612 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 5,155 71,676 SH   SOLE   71,676 0 0
MICRON TECHNOLOGY INC COM 595112103 3,222 101,540 SH   SOLE   101,540 0 0
NXP SEMICONDUCTORS N V COM N6596X109 3,591 49,000 SH   SOLE   49,000 0 0
PURE STORAGE INC CL A 74624M102 1,052 65,400 SH   SOLE   65,400 0 0
QUALCOMM INC COM 747525103 2,464 43,300 SH   SOLE   43,300 0 0
RAPID7 INC COM 753422104 2,158 69,264 SH   SOLE   69,264 0 0
REALPAGE INC COM 75606N109 4,376 90,815 SH   SOLE   90,815 0 0
RINGCENTRAL INC CL A 76680R206 1,033 12,525 SH   SOLE   12,525 0 0
SALESFORCE COM INC COM 79466L302 6,739 49,200 SH   SOLE   49,200 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 1,038 26,900 SH   SOLE   26,900 0 0
SMARTSHEET INC COM CL A 83200N103 890 35,800 SH   SOLE   35,800 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 7,974 216,050 SH   SOLE   216,050 0 0
TEXAS INSTRS INC COM 882508104 8,836 93,500 SH   SOLE   93,500 0 0
TWILIO INC CL A 90138F102 1,161 12,999 SH   SOLE   12,999 0 0
TWITTER INC COM 90184L102 2,350 81,763 SH   SOLE   81,763 0 0
VISA INC COM CL A 92826C839 8,484 64,300 SH   SOLE   64,300 0 0
ZENDESK INC COM 98936J101 1,663 28,484 SH   SOLE   28,484 0 0