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 |
| Activision Blizzard Inc | COM | 00507V109 | 6,536 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| Adobe Inc | COM | 00724F101 | 20,036 | 60,750 | SH | SOLE | 60,750 | 0 | 0 | ||
| Advanced Micro Devices Inc | COM | 007903107 | 5,962 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| Alphabet Inc | CAP STK CL A | 02079K305 | 32,145 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| Alphabet Inc | CAP STK CL C | 02079K107 | 10,062 | 7,526 | SH | SOLE | 7,526 | 0 | 0 | ||
| Amdocs Ltd | SHS | G02602103 | 15,882 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| Apple Inc | COM | 037833100 | 46,320 | 157,740 | SH | SOLE | 157,740 | 0 | 0 | ||
| Amazon Com Inc | COM | 023135106 | 20,326 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| Cisco Sys Inc | COM | 17275R102 | 10,348 | 215,769 | SH | SOLE | 215,769 | 0 | 0 | ||
| Citrix Sys Inc | COM | 177376100 | 9,427 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| CyberArk Software Ltd | SHS | M2682V108 | 396 | 3,400 | SH | SOLE | 3,400 | 0 | 0 | ||
| eBay Inc | COM | 278642103 | 6,680 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| Electronic Arts Inc | COM | 285512109 | 11,289 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| Facebook Inc | CL A | 30303M102 | 7,800 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
| Fireeye Inc | COM | 31816Q101 | 8,687 | 525,500 | SH | SOLE | 525,500 | 0 | 0 | ||
| International Business Machs | COM | 459200101 | 20,776 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| Intel Corp | COM | 458140100 | 7,481 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| Intuit | COM | 461202103 | 16,109 | 61,500 | SH | SOLE | 61,500 | 0 | 0 | ||
| MicroChip Technology Inc | COM | 595017104 | 20,944 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Microsoft Corp | COM | 594918104 | 44,156 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| Netflix Inc | COM | 64110L106 | 3,236 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| New Relic Inc | COM | 64829B100 | 492 | 7,480 | SH | SOLE | 7,480 | 0 | 0 | ||
| Omnicell Inc | COM | 68213N109 | 466 | 5,700 | SH | SOLE | 5,700 | 0 | 0 | ||
| Oracle Corp | COM | 68389X105 | 11,656 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| Paypal Hldgs Inc | COM | 70450Y103 | 16,226 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| Ping Identity Hldg Corp | COM | 72341T103 | 588 | 24,200 | SH | SOLE | 24,200 | 0 | 0 | ||
| SPS Commerce Inc | COM | 78463M107 | 200 | 3,600 | SH | SOLE | 3,600 | 0 | 0 | ||
| Salesforce Com Inc | COM | 79466L302 | 13,011 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| Tabula Rasa Healthcare Inc | COM | 873379101 | 180 | 3,700 | SH | SOLE | 3,700 | 0 | 0 | ||
| Upland Software Inc | COM | 91544A109 | 571 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| Veoneer Incorporated | COM | 92336X109 | 1,250 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| Verint Sys Inc | COM | 92343X100 | 465 | 8,400 | SH | SOLE | 8,400 | 0 | 0 | ||
| Viavi Solutions Inc | COM | 925550105 | 450 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| Disney Walt Co | COM DISNEY | 254687106 | 7,955 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||