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 3,105 7,133 SH   SOLE   7,133 0 0
ALTICE USA INC CL A 02156K103 1,869 82,941 SH   SOLE   82,941 0 0
AMAZON COM INC COM 023135106 2,960 1,073 SH   SOLE   1,073 0 0
AMPHENOL CORP NEW CL A 032095101 2,151 22,451 SH   SOLE   22,451 0 0
ANAPLAN INC COM 03272L108 2,026 44,706 SH   SOLE   44,706 0 0
AT&T INC COM 00206R102 2,282 75,490 SH   SOLE   75,490 0 0
ATLASSIAN CORP PLC CL A G06242104 1,467 8,137 SH   SOLE   8,137 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,900 3,725 SH   SOLE   3,725 0 0
CIENA CORP COM NEW 171779309 2,485 45,883 SH   SOLE   45,883 0 0
CISCO SYS INC COM 17275R102 2,437 52,255 SH   SOLE   52,255 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,044 10,414 SH   SOLE   10,414 0 0
DATADOG INC CL A COM 23804L103 1,359 15,634 SH   SOLE   15,634 0 0
DELL TECHNOLOGIES INC CL C 24703L202 2,052 37,353 SH   SOLE   37,353 0 0
DOCUSIGN INC COM 256163106 2,624 15,235 SH   SOLE   15,235 0 0
EQUIFAX INC COM 294429105 1,918 11,161 SH   SOLE   11,161 0 0
ERICSSON ADR B SEK 10 294821608 957 102,941 SH   SOLE   102,941 0 0
FACEBOOK INC CL A 30303M102 535 2,358 SH   SOLE   2,358 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,029 7,676 SH   SOLE   7,676 0 0
FISERV INC COM 337738108 1,024 10,490 SH   SOLE   10,490 0 0
GENPACT LIMITED SHS G3922B107 2,713 74,284 SH   SOLE   74,284 0 0
GLOBAL PMTS INC COM 37940X102 950 5,603 SH   SOLE   5,603 0 0
IHS MARKIT LTD SHS G47567105 2,206 29,217 SH   SOLE   29,217 0 0
INPHI CORP COM 45772F107 2,834 24,118 SH   SOLE   24,118 0 0
INTEL CORP COM 458140100 2,006 33,529 SH   SOLE   33,529 0 0
JABIL INC COM 466313103 2,151 67,059 SH   SOLE   67,059 0 0
KLA CORP COM NEW 482480100 2,307 11,863 SH   SOLE   11,863 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 2,626 74,902 SH   SOLE   74,902 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,803 12,860 SH   SOLE   12,860 0 0
MICRON TECHNOLOGY INC COM 595112103 2,561 49,706 SH   SOLE   49,706 0 0
MICROSOFT CORP COM 594918104 6,176 30,346 SH   SOLE   30,346 0 0
MOODYS CORP COM 615369105 2,968 10,804 SH   SOLE   10,804 0 0
NETFLIX INC COM 64110L106 4,047 8,893 SH   SOLE   8,893 0 0
NOKIA CORP SPONSORED ADR 654902204 969 220,294 SH   SOLE   220,294 0 0
NVIDIA CORPORATION COM 67066G104 3,091 8,137 SH   SOLE   8,137 0 0
NXP SEMICONDUCTORS N V COM N6596X109 6,121 53,677 SH   SOLE   53,677 0 0
PAYPAL HLDGS INC COM 70450Y103 1,110 6,371 SH   SOLE   6,371 0 0
RAPID7 INC COM 753422104 1,712 33,558 SH   SOLE   33,558 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 1,984 40,980 SH   SOLE   40,980 0 0
SERVICENOW INC COM 81762P102 1,429 3,529 SH   SOLE   3,529 0 0
SHOPIFY INC CL A 82509L107 1,092 1,150 SH   SOLE   1,150 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,896 22,647 SH   SOLE   22,647 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 2,808 102,450 SH   SOLE   102,450 0 0
TWILIO INC CL A 90138F102 903 4,117 SH   SOLE   4,117 0 0
VERISK ANALYTICS INC COM 92345Y106 2,459 14,447 SH   SOLE   14,447 0 0
VIACOMCBS INC CL B 92556H206 988 42,353 SH   SOLE   42,353 0 0
VMWARE INC CL A COM 928563402 3,746 24,191 SH   SOLE   24,191 0 0
WORKDAY INC CL A 98138H101 1,596 8,521 SH   SOLE   8,521 0 0