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 |
| ADOBE INC | COM | 00724F101 | 13,636 | 46,277 | SH | SOLE | 46,277 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 4,425 | 145,687 | SH | SOLE | 145,687 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 8,233 | 48,586 | SH | SOLE | 48,586 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 6,444 | 3,403 | SH | SOLE | 3,403 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 6,598 | 130,731 | SH | SOLE | 130,731 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 6,797 | 151,339 | SH | SOLE | 151,339 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 5,195 | 18,046 | SH | SOLE | 18,046 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 1,468 | 11,594 | SH | SOLE | 11,594 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 5,160 | 101,574 | SH | SOLE | 101,574 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 4,851 | 34,740 | SH | SOLE | 34,740 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 4,763 | 24,681 | SH | SOLE | 24,681 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 11,544 | 426,457 | SH | SOLE | 426,457 | 0 | 0 | ||
| FLEX LTD | ORD | Y2573F102 | 2,504 | 261,703 | SH | SOLE | 261,703 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 6,040 | 37,720 | SH | SOLE | 37,720 | 0 | 0 | ||
| KLA-TENCOR CORP | COM | 482480100 | 7,188 | 60,810 | SH | SOLE | 60,810 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 5,229 | 19,767 | SH | SOLE | 19,767 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 1,981 | 51,326 | SH | SOLE | 51,326 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 7,135 | 53,260 | SH | SOLE | 53,260 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 9,757 | 99,957 | SH | SOLE | 99,957 | 0 | 0 | ||
| PURE STORAGE INC | CL A | 74624M102 | 1,217 | 79,674 | SH | SOLE | 79,674 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 2,553 | 38,322 | SH | SOLE | 38,322 | 0 | 0 | ||
| RAPID7 INC | COM | 753422104 | 5,939 | 102,672 | SH | SOLE | 102,672 | 0 | 0 | ||
| REALPAGE INC | COM | 75606N109 | 3,023 | 51,370 | SH | SOLE | 51,370 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 4,791 | 17,449 | SH | SOLE | 17,449 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 2,593 | 53,565 | SH | SOLE | 53,565 | 0 | 0 | ||
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 4,405 | 249,972 | SH | SOLE | 249,972 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 1,668 | 10,044 | SH | SOLE | 10,044 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | 8,038 | 109,340 | SH | SOLE | 109,340 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 5,373 | 30,959 | SH | SOLE | 30,959 | 0 | 0 | ||
| WORLDPAY INC | CL A | 981558109 | 13,731 | 112,043 | SH | SOLE | 112,043 | 0 | 0 | ||
| XILINX INC | COM | 983919101 | 7,562 | 64,132 | SH | SOLE | 64,132 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 1,865 | 20,947 | SH | SOLE | 20,947 | 0 | 0 | ||