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
Activision Blizzard Inc COM 00507V109 18,619 230,000 SH   SOLE   230,000 0 0
Adobe Systems Incorporated COM 00724F101 29,426 60,000 SH   SOLE   60,000 0 0
Advanced Micro Devices Inc COM 007903107 23,367 285,000 SH   SOLE   285,000 0 0
Alphabet Inc CAP STK CL A 02079K305 38,106 26,000 SH   SOLE   26,000 0 0
Alphabet Inc CAP STK CL C 02079K107 11,060 7,526 SH   SOLE   7,526 0 0
Amazon Com Inc COM 023135106 50,380 16,000 SH   SOLE   16,000 0 0
Amdocs Ltd SHS G02602103 17,223 300,000 SH   SOLE   300,000 0 0
Apple Inc COM 037833100 46,324 400,000 SH   SOLE   400,000 0 0
Cisco Sys Inc COM 17275R102 15,559 395,000 SH   SOLE   395,000 0 0
Citrix Sys Inc COM 177376100 18,591 135,000 SH   SOLE   135,000 0 0
CyberArk Software Ltd SHS M2682V108 1,986 19,200 SH   SOLE   19,200 0 0
Disney Walt Co COM DISNEY 254687106 20,473 165,000 SH   SOLE   165,000 0 0
eBay Inc COM 278642103 16,151 310,000 SH   SOLE   310,000 0 0
Electronic Arts Inc COM 285512109 17,605 135,000 SH   SOLE   135,000 0 0
Facebook Inc CL A 30303M102 25,535 97,500 SH   SOLE   97,500 0 0
Fireeye Inc COM 31816Q101 7,592 615,000 SH   SOLE   615,000 0 0
Glu Mobile Inc COM 379890106 604 78,635 SH   SOLE   78,635 0 0
Intel Corp COM 458140100 15,016 290,000 SH   SOLE   290,000 0 0
International Business Machs COM 459200101 27,984 230,000 SH   SOLE   230,000 0 0
Intuit COM 461202103 26,912 82,500 SH   SOLE   82,500 0 0
Mastercard Incorporated CL A 57636Q104 24,686 73,000 SH   SOLE   73,000 0 0
MicroChip Technology Inc. COM 595017104 23,121 225,000 SH   SOLE   225,000 0 0
Microsoft Corp COM 594918104 69,409 330,000 SH   SOLE   330,000 0 0
Mimecast Ltd ORD SHS G14838109 2,111 45,000 SH   SOLE   45,000 0 0
Netflix Inc COM 64110L106 6,500 13,000 SH   SOLE   13,000 0 0
New Relic Inc COM 64829B100 1,944 34,500 SH   SOLE   34,500 0 0
Nvidia Corporation COM 67066G104 24,355 45,000 SH   SOLE   45,000 0 0
Omnicell Com COM 68213N109 2,128 28,500 SH   SOLE   28,500 0 0
Oracle Corp COM 68389X105 21,791 365,000 SH   SOLE   365,000 0 0
Palo Alto Networks Inc COM 697435105 25,699 105,000 SH   SOLE   105,000 0 0
Paypal Hldgs Inc COM 70450Y103 22,264 113,000 SH   SOLE   113,000 0 0
Ping Identity Hldg Corp COM 72341T103 3,433 110,000 SH   SOLE   110,000 0 0
Salesforce Com Inc COM 79466L302 35,185 140,000 SH   SOLE   140,000 0 0
SPS Commerce Inc COM 78463M107 1,596 20,500 SH   SOLE   20,500 0 0
Tabula Rasa Healthcare Inc COM 873379101 693 17,000 SH   SOLE   17,000 0 0
Upland Software Inc COM 91544A109 3,318 88,000 SH   SOLE   88,000 0 0
Varonis Sys Inc COM 922280102 750 6,500 SH   SOLE   6,500 0 0
Verint Sys Inc COM 92343X100 2,619 54,357 SH   SOLE   54,357 0 0
Viavi Solutions Inc COM 925550105 2,147 183,000 SH   SOLE   183,000 0 0