The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 47 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
ADOBE INC | COM | 00724F101 | 226 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 18 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 137 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 1,045 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 1,502 | 1,800 | SH | SOLE | 1,800 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 86 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 33 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 211 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 156 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 89 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 254 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 43 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
CLOUDERA INC | COM | 18914U100 | 11 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
CYPRESS SEMICONDUCTOR CORP | COM | 232806109 | 13 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
DELL TECHNOLOGIES INC | CL C | 24703L202 | 49 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 53 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
ERICSSON | ADR B SEK 10 | 294821608 | 9 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
EVO PMTS INC | CL A COM | 26927E104 | 25 | 70,592 | SH | SOLE | 70,592 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 113 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 131 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
IAC INTERACTIVECORP | COM | 44919P508 | 183 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
JUNIPER NETWORKS INC | COM | 48203R104 | 27 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
LAIX INC | ADS | 50736W105 | 8 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 16 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 92 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
MONGODB INC | CL A | 60937P106 | 84 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
NETEASE INC | SPONSORED ADR | 64110W102 | 235 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 134 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 73 | 94,000 | SH | SOLE | 94,000 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 45 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 84 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
PROOFPOINT INC | COM | 743424103 | 84 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 83 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 137 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
TERADATA CORP DEL | COM | 88076W103 | 38 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 245 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
VARONIS SYS INC | COM | 922280102 | 53 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 132 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
VMWARE INC | CL A COM | 928563402 | 137 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||
WEX INC | COM | 96208T104 | 140 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
WORLDPAY INC | CL A | 981558109 | 76 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
YELP INC | CL A | 985817105 | 35 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 58 | 85,000 | SH | SOLE | 85,000 | 0 | 0 |