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 3,833 64,500 SH   SOLE N/A 64,500 0 0
ADOBE INC COM 00724F101 5,310 16,100 SH   SOLE N/A 16,100 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 16,289 76,800 SH   SOLE N/A 76,800 0 0
AMAZON COM INC COM 023135106 14,413 7,800 SH   SOLE N/A 7,800 0 0
AUTODESK INC COM 052769106 2,495 13,600 SH   SOLE N/A 13,600 0 0
BOOKING HLDGS INC COM 09857L108 3,697 1,800 SH   SOLE N/A 1,800 0 0
COUPA SOFTWARE INC COM 22266L106 2,208 15,100 SH   SOLE N/A 15,100 0 0
DIGIMARC CORP NEW COM 25381B101 9,942 296,254 SH   SOLE N/A 296,254 0 0
DIRTT ENVIRONMENTAL SOLUT LT COM 25490H106 16,533 5,053,300 SH   SOLE N/A 5,053,300 0 0
DROPBOX INC CL A 26210C104 2,147 119,900 SH   SOLE N/A 119,900 0 0
ELECTRONIC ARTS INC COM 285512109 3,451 32,100 SH   SOLE N/A 32,100 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 4,159 29,900 SH   SOLE N/A 29,900 0 0
LAS VEGAS SANDS CORP COM 517834107 4,322 62,600 SH   SOLE N/A 62,600 0 0
MASTERCARD INC CL A 57636Q104 3,762 12,600 SH   SOLE N/A 12,600 0 0
MEDALLIA INC COM 584021109 5,087 163,512 SH   SOLE N/A 163,512 0 0
MICROSOFT CORP COM 594918104 10,771 68,300 SH   SOLE N/A 68,300 0 0
NETFLIX INC COM 64110L106 4,174 12,900 SH   SOLE N/A 12,900 0 0
NEW YORK TIMES CO CL A 650111107 2,979 92,600 SH   SOLE N/A 92,600 0 0
OKTA INC CL A 679295105 5,223 45,268 SH   SOLE N/A 45,268 0 0
PALO ALTO NETWORKS INC COM 697435105 7,793 33,700 SH   SOLE N/A 33,700 0 0
PAYPAL HLDGS INC COM 70450Y103 10,255 94,800 SH   SOLE N/A 94,800 0 0
PEGASYSTEMS INC COM 705573103 3,397 42,655 SH   SOLE N/A 42,655 0 0
RADWARE LTD ORD M81873107 3,680 142,737 SH   SOLE N/A 142,737 0 0
RINGCENTRAL INC CL A 76680R206 6,523 38,675 SH   SOLE N/A 38,675 0 0
SALESFORCE COM INC COM 79466L302 2,846 17,500 SH   SOLE N/A 17,500 0 0
SERVICENOW INC COM 81762P102 16,770 59,400 SH   SOLE N/A 59,400 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 4,187 28,000 SH   SOLE N/A 28,000 0 0
TESLA INC COM 88160R101 2,092 5,000 SH   SOLE N/A 5,000 0 0
TWILIO INC CL A 90138F102 9,278 94,400 SH   SOLE N/A 94,400 0 0
VARONIS SYS INC COM 922280102 3,783 48,685 SH   SOLE N/A 48,685 0 0