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
APPLE INC COM 037833100 4,698 16,000 SH   SOLE   16,000 0 0
ADOBE INC COM 00724F101 1,979 6,000 SH   SOLE   6,000 0 0
ANALOG DEVICES INC COM 032654105 6,774 57,000 SH   SOLE   57,000 0 0
APPLIED MATLS INC COM 038222105 6,165 101,000 SH   SOLE   101,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 2,293 50,000 SH   SOLE   50,000 0 0
AMAZON COM INC COM 023135106 6,283 3,400 SH   SOLE   3,400 0 0
ANSYS INC COM 03662Q105 3,346 13,000 SH   SOLE   13,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 5,179 17,500 SH   SOLE   17,500 0 0
ACTIVISION BLIZZARD INC COM 00507V109 4,159 70,000 SH   SOLE   70,000 0 0
BROADCOM INC COM 11135F101 2,370 7,500 SH   SOLE   7,500 0 0
AVALARA INC COM 05338G106 4,395 60,000 SH   SOLE   60,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,121 10,000 SH   SOLE   10,000 0 0
BAIDU INC SPON ADR REP A 056752108 2,718 21,500 SH   SOLE   21,500 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 5,549 80,000 SH   SOLE   80,000 0 0
CIENA CORP COM NEW 171779309 1,921 45,000 SH   SOLE   45,000 0 0
SALESFORCE COM INC COM 79466L302 6,506 40,000 SH   SOLE   40,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 4,114 82,500 SH   SOLE   82,500 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 6,148 105,000 SH   SOLE   105,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 2,546 21,000 SH   SOLE   21,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 10,988 79,000 SH   SOLE   79,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 3,165 11,000 SH   SOLE   11,000 0 0
GLOBAL PMTS INC COM 37940X102 5,020 27,500 SH   SOLE   27,500 0 0
HP INC COM 40434L105 5,138 250,000 SH   SOLE   250,000 0 0
INTUIT COM 461202103 8,120 31,000 SH   SOLE   31,000 0 0
LUMENTUM HLDGS INC COM 55024U109 2,379 30,000 SH   SOLE   30,000 0 0
MONGODB INC CL A 60937P106 5,264 40,000 SH   SOLE   40,000 0 0
MICRON TECHNOLOGY INC COM 595112103 4,195 78,000 SH   SOLE   78,000 0 0
NETFLIX INC COM 64110L106 5,177 16,000 SH   SOLE   16,000 0 0
NVIDIA CORP COM 67066G104 4,941 21,000 SH   SOLE   21,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 5,090 40,000 SH   SOLE   40,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 6,583 270,000 SH   SOLE   270,000 0 0
PAYCOM SOFTWARE INC COM 70432V102 3,971 15,000 SH   SOLE   15,000 0 0
PINTEREST INC CL A 72352L106 4,194 225,000 SH   SOLE   225,000 0 0
QORVO INC COM 74736K101 4,301 37,000 SH   SOLE   37,000 0 0
RINGCENTRAL INC CL A 76680R206 5,229 31,000 SH   SOLE   31,000 0 0
SMARTSHEET INC COM CL A 83200N103 3,144 70,000 SH   SOLE   70,000 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 3,868 65,000 SH   SOLE   65,000 0 0
TRIPADVISOR INC COM 896945201 1,975 65,000 SH   SOLE   65,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4,067 70,000 SH   SOLE   70,000 0 0
TWITTER INC COM 90184L102 2,564 80,000 SH   SOLE   80,000 0 0
VISA INC COM CL A 92826C839 5,637 30,000 SH   SOLE   30,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 1,630 115,000 SH   SOLE   115,000 0 0
VARONIS SYS INC COM 922280102 6,217 80,000 SH   SOLE   80,000 0 0
WORKDAY INC CL A 98138H101 6,989 42,500 SH   SOLE   42,500 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 2,642 57,500 SH   SOLE   57,500 0 0