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 8,927 33,500 SH   SOLE   33,500 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,174 46,000 SH   SOLE   46,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,561 25,000 SH   SOLE   25,000 0 0
AMAZON COM INC COM 023135106 6,589 3,700 SH   SOLE   3,700 0 0
ANALOG DEVICES INC COM 032654105 6,316 60,000 SH   SOLE   60,000 0 0
ARISTA NETWORKS INC COM 040413106 1,887 6,000 SH   SOLE   6,000 0 0
BAIDU INC SPON ADR REP A 056752108 2,473 15,000 SH   SOLE   15,000 0 0
BOOKING HLDGS INC COM 09857L108 3,490 2,000 SH   SOLE   2,000 0 0
BROADCOM INC COM 11135F101 5,112 17,000 SH   SOLE   17,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 4,128 65,000 SH   SOLE   65,000 0 0
CARBON BLACK INC COM 14081R103 3,836 275,000 SH   SOLE   275,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 3,478 27,500 SH   SOLE   27,500 0 0
CLOUDERA INC COM 18914U100 3,938 360,000 SH   SOLE   360,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3,985 55,000 SH   SOLE   55,000 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 5,670 380,000 SH   SOLE   380,000 0 0
FISERV INC COM 337738108 5,297 60,000 SH   SOLE   60,000 0 0
GLOBAL PMTS INC COM 37940X102 2,594 19,000 SH   SOLE   19,000 0 0
GRUBHUB INC COM 400110102 1,112 16,000 SH   SOLE   16,000 0 0
INTEL CORP COM 458140100 2,685 50,000 SH   SOLE   50,000 0 0
JD COM INC SPON ADR CL A 47215P106 1,508 50,000 SH   SOLE   50,000 0 0
JUNIPER NETWORKS INC COM 48203R104 5,956 225,000 SH   SOLE   225,000 0 0
KLA-TENCOR CORP COM 482480100 7,165 60,000 SH   SOLE   60,000 0 0
LAIX INC ADS 50736W105 757 80,200 SH   SOLE   80,200 0 0
LUMENTUM HLDGS INC COM 55024U109 2,318 41,000 SH   SOLE   41,000 0 0
LYFT INC CL A COM 55087P104 1,957 25,000 SH   SOLE   25,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 4,575 230,000 SH   SOLE   230,000 0 0
NETFLIX INC COM 64110L106 4,279 12,000 SH   SOLE   12,000 0 0
NUTANIX INC CL A 67059N108 1,510 40,000 SH   SOLE   40,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 4,628 225,000 SH   SOLE   225,000 0 0
PLURALSIGHT INC COM CL A 72941B106 4,761 150,000 SH   SOLE   150,000 0 0
PTC INC COM 69370C100 4,609 50,000 SH   SOLE   50,000 0 0
SALESFORCE COM INC COM 79466L302 6,335 40,000 SH   SOLE   40,000 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 1,676 35,000 SH   SOLE   35,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,474 30,000 SH   SOLE   30,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3,869 41,000 SH   SOLE   41,000 0 0
TENABLE HLDGS INC COM 88025T102 4,986 157,500 SH   SOLE   157,500 0 0
TOTAL SYS SVCS INC COM 891906109 3,088 32,500 SH   SOLE   32,500 0 0
TRIPADVISOR INC COM 896945201 1,646 32,000 SH   SOLE   32,000 0 0
TWILIO INC CL A 90138F102 6,459 50,000 SH   SOLE   50,000 0 0
VARONIS SYS INC COM 922280102 7,156 120,000 SH   SOLE   120,000 0 0
VISA INC COM CL A 92826C839 7,419 47,500 SH   SOLE   47,500 0 0
VMWARE INC CL A COM 928563402 7,220 40,000 SH   SOLE   40,000 0 0
WORKDAY INC CL A 98138H101 5,786 30,000 SH   SOLE   30,000 0 0
WORLDPAY INC CL A 981558109 6,243 55,000 SH   SOLE   55,000 0 0
YELP INC CL A 985817105 1,294 37,500 SH   SOLE   37,500 0 0
ZENDESK INC COM 98936J101 5,100 60,000 SH   SOLE   60,000 0 0