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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 3,306 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 10,723 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 8,158 | 91,000 | SH | SOLE | 91,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 3,830 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 5,307 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| CITRIX SYS INC | COM | 177376100 | 3,114 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 3,598 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ERICSSON | ADR B SEK 10 | 294821608 | 1,618 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 2,335 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 4,805 | 39,500 | SH | SOLE | 39,500 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 3,990 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
| FORTINET INC | COM | 34959E109 | 2,529 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 4,543 | 31,500 | SH | SOLE | 31,500 | 0 | 0 | ||
| HP INC | COM | 40434L105 | 8,159 | 470,000 | SH | SOLE | 470,000 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 5,141 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 4,140 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 4,860 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 5,760 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 6,099 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 8,280 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 3,414 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 7,510 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 4,745 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 2,903 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 2,872 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 6,450 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 3,383 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 3,708 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 2,664 | 18,500 | SH | SOLE | 18,500 | 0 | 0 | ||
| SLACK TECHNOLOGIES INC | COM CL A | 83088V102 | 2,550 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 4,151 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 2,929 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| VARONIS SYS INC | COM | 922280102 | 1,273 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| VMWARE INC | CL A COM | 928563402 | 3,028 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | 6,659 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 2,922 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| ZSCALER INC | COM | 98980G102 | 3,652 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||