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
NOKIA CORP SPONSORED ADR 654902204 1,980 500,000 SH   SOLE   500,000 0 0
VARONIS SYS INC COM 922280102 16,172 315,000 SH   SOLE   315,000 0 0
CISCO SYS INC COM 17275R102 11,376 220,000 SH   SOLE   220,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 8,738 210,000 SH   SOLE   210,000 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 4,098 200,000 SH   SOLE   200,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 8,327 170,000 SH   SOLE   170,000 0 0
BENTLEY SYS INC COM CL B 08265T208 6,336 135,000 SH   SOLE   135,000 0 0
INTEL CORP COM 458140100 5,440 85,000 SH   SOLE   85,000 0 0
APPLIED MATLS INC COM 038222105 11,089 83,000 SH   SOLE   83,000 0 0
BAIDU INC SPON ADR REP A 056752108 17,404 80,000 SH   SOLE   80,000 0 0
MICROSOFT CORP COM 594918104 17,683 75,000 SH   SOLE   75,000 0 0
WEIBO CORP SPONSORED ADR 948596101 3,532 70,000 SH   SOLE   70,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 9,315 68,000 SH   SOLE   68,000 0 0
TWITTER INC COM 90184L102 4,327 68,000 SH   SOLE   68,000 0 0
WESTERN DIGITAL CORP. COM 958102105 4,005 60,000 SH   SOLE   60,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 4,318 55,000 SH   SOLE   55,000 0 0
FACEBOOK INC CL A 30303M102 15,610 53,000 SH   SOLE   53,000 0 0
GLOBAL PMTS INC COM 37940X102 10,079 50,000 SH   SOLE   50,000 0 0
APPLE INC COM 037833100 5,863 48,000 SH   SOLE   48,000 0 0
JD.COM INC SPON ADR CL A 47215P106 3,795 45,000 SH   SOLE   45,000 0 0
TWILIO INC CL A 90138F102 14,142 41,500 SH   SOLE   41,500 0 0
PAYCHEX INC COM 704326107 3,921 40,000 SH   SOLE   40,000 0 0
KLA CORP COM NEW 482480100 12,555 38,000 SH   SOLE   38,000 0 0
PAYCOM SOFTWARE INC COM 70432V102 13,507 36,500 SH   SOLE   36,500 0 0
COUPA SOFTWARE INC COM 22266L106 8,907 35,000 SH   SOLE   35,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 4,148 32,000 SH   SOLE   32,000 0 0
MICRON TECHNOLOGY INC COM 595112103 2,646 30,000 SH   SOLE   30,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 6,040 30,000 SH   SOLE   30,000 0 0
WORKDAY INC CL A 98138H101 6,956 28,000 SH   SOLE   28,000 0 0
SERVICENOW INC COM 81762P102 13,003 26,000 SH   SOLE   26,000 0 0
CITRIX SYS INC COM 177376100 3,509 25,000 SH   SOLE   25,000 0 0
PALO ALTO NETWORKS INC COM 697435105 8,052 25,000 SH   SOLE   25,000 0 0
HUBSPOT INC COM 443573100 7,949 17,500 SH   SOLE   17,500 0 0
INTUIT COM 461202103 6,512 17,000 SH   SOLE   17,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 4,273 12,000 SH   SOLE   12,000 0 0
QUALYS INC COM 74758T303 1,048 10,000 SH   SOLE   10,000 0 0
SQUARE INC CL A 852234103 1,135 5,000 SH   SOLE   5,000 0 0
ALPHABET INC CAP STK CL A 02079K305 7,734 3,750 SH   SOLE   3,750 0 0
BOOKING HOLDINGS INC COM 09857L108 3,728 1,600 SH   SOLE   1,600 0 0