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 | 4,977 | 18,015 | SH | SOLE | 18,015 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 4,764 | 164,319 | SH | SOLE | 164,319 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 1,033 | 595 | SH | SOLE | 595 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 1,719 | 36,583 | SH | SOLE | 36,583 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 11,740 | 235,266 | SH | SOLE | 235,266 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 1,843 | 14,696 | SH | SOLE | 14,696 | 0 | 0 | ||
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 2,134 | 13,222 | SH | SOLE | 13,222 | 0 | 0 | ||
| AVALARA INC | COM | 05338G106 | 1,964 | 29,185 | SH | SOLE | 29,185 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 2,599 | 14,593 | SH | SOLE | 14,593 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 9,680 | 93,446 | SH | SOLE | 93,446 | 0 | 0 | ||
| FLEX LTD | ORD | Y2573F102 | 3,506 | 335,016 | SH | SOLE | 335,016 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 6,551 | 41,200 | SH | SOLE | 41,200 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 5,415 | 20,361 | SH | SOLE | 20,361 | 0 | 0 | ||
| KLA CORPORATION | COM NEW | 482480100 | 4,901 | 30,735 | SH | SOLE | 30,735 | 0 | 0 | ||
| MASTERCARD INC | CL A | 57636Q104 | 2,950 | 10,862 | SH | SOLE | 10,862 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 6,583 | 47,351 | SH | SOLE | 47,351 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 2,472 | 14,201 | SH | SOLE | 14,201 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 7,518 | 68,899 | SH | SOLE | 68,899 | 0 | 0 | ||
| RAPID7 INC | COM | 753422104 | 4,045 | 89,110 | SH | SOLE | 89,110 | 0 | 0 | ||
| REALPAGE INC | COM | 75606N109 | 3,100 | 49,309 | SH | SOLE | 49,309 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 5,498 | 37,036 | SH | SOLE | 37,036 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 1,851 | 7,293 | SH | SOLE | 7,293 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 991 | 27,510 | SH | SOLE | 27,510 | 0 | 0 | ||
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 5,425 | 280,501 | SH | SOLE | 280,501 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 1,892 | 45,933 | SH | SOLE | 45,933 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 2,926 | 17,010 | SH | SOLE | 17,010 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 4,993 | 83,719 | SH | SOLE | 83,719 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 1,437 | 19,713 | SH | SOLE | 19,713 | 0 | 0 | ||