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
BLACKLINE INC COM 09239B109 9,228 225,340 SH   SOLE   225,340 0 0
EHEALTH INC COM 28238P109 13,597 353,914 SH   SOLE   353,914 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 9,941 430,539 SH   SOLE   430,539 0 0
IMPERVA INC COM 45321L100 8,167 146,659 SH   SOLE   146,659 0 0
IMPINJ INC COM 453204109 8,987 617,666 SH   SOLE   617,666 0 0
INTERXION HOLDING N.V SHS N47279109 10,820 199,775 SH   SOLE   199,775 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 7,459 1,201,145 SH   SOLE   1,201,145 0 0
NEW RELIC INC COM 64829B100 9,307 114,939 SH   SOLE   114,939 0 0
PALO ALTO NETWORKS INC COM 697435105 4,507 23,928 SH   SOLE   23,928 0 0
PDF SOLUTIONS INC COM 693282105 2,951 350,012 SH   SOLE   350,012 0 0
TWILIO INC CL A 90138F102 6,807 76,223 SH   SOLE   76,223 0 0
VIAVI SOLUTIONS INC COM 925550105 13,751 1,368,242 SH   SOLE   1,368,242 0 0
ZENDESK INC COM 98936J101 9,901 169,630 SH   SOLE   169,630 0 0