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
2U INC COM 90214J101 1,276 37,686 SH   SOLE   37,686 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 3,369 30,475 SH   SOLE   30,475 0 0
ALPHABET INC CAP STK CL A 02079K305 4,845 3,306 SH   SOLE   3,306 0 0
AMAZON COM INC COM 023135106 3,054 970 SH   SOLE   970 0 0
AMERICAN TOWER CORP NEW COM 03027X100 1,273 5,267 SH   SOLE   5,267 0 0
ANALOG DEVICES INC COM 032654105 3,035 25,994 SH   SOLE   25,994 0 0
APPLE INC COM 037833100 2,297 19,837 SH   SOLE   19,837 0 0
APPLIED MATLS INC COM 038222105 2,351 39,553 SH   SOLE   39,553 0 0
BRINKER INTL INC COM 109641100 1,078 25,224 SH   SOLE   25,224 0 0
BROADCOM INC COM 11135F101 2,709 7,435 SH   SOLE   7,435 0 0
CGI INC CL A SUB VTG 12532H104 2,416 35,650 SH   SOLE   35,650 0 0
CHEGG INC COM 163092109 1,451 20,313 SH   SOLE   20,313 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 1,036 6,221 SH   SOLE   6,221 0 0
CYRUSONE INC COM 23283R100 726 10,374 SH   SOLE   10,374 0 0
EXPEDITORS INTL WASH INC COM 302130109 610 6,737 SH   SOLE   6,737 0 0
FACEBOOK INC CL A 30303M102 4,942 18,868 SH   SOLE   18,868 0 0
FARO TECHNOLOGIES INC COM 311642102 3,336 54,701 SH   SOLE   54,701 0 0
FISERV INC COM 337738108 2,291 22,232 SH   SOLE   22,232 0 0
GLOBAL PMTS INC COM 37940X102 2,344 13,199 SH   SOLE   13,199 0 0
GODADDY INC CL A 380237107 3,682 48,463 SH   SOLE   48,463 0 0
IAC INTERACTIVECORP NEW COM 44891N109 1,448 12,091 SH   SOLE   12,091 0 0
LIVEPERSON INC COM 538146101 1,108 21,319 SH   SOLE   21,319 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 868 25,536 SH   SOLE   25,536 0 0
MARTEN TRANS LTD COM 573075108 439 26,901 SH   SOLE   26,901 0 0
MICROSOFT CORP COM 594918104 6,815 32,400 SH   SOLE   32,400 0 0
NICE LTD SPONSORED ADR 653656108 3,432 15,118 SH   SOLE   15,118 0 0
PAYCOM SOFTWARE INC COM 70432V102 2,325 7,468 SH   SOLE   7,468 0 0
PEGASYSTEMS INC COM 705573103 1,375 11,360 SH   SOLE   11,360 0 0
POWER INTEGRATIONS INC COM 739276103 718 12,956 SH   SOLE   12,956 0 0
Q2 HLDGS INC COM 74736L109 4,028 44,135 SH   SOLE   44,135 0 0
RINGCENTRAL INC CL A 76680R206 2,182 7,945 SH   SOLE   7,945 0 0
SERVICENOW INC COM 81762P102 518 1,068 SH   SOLE   1,068 0 0
SILICON LABORATORIES INC COM 826919102 1,369 13,995 SH   SOLE   13,995 0 0
SONY CORP SPONSORED ADR 835699307 373 4,866 SH   SOLE   4,866 0 0
STAMPS COM INC COM NEW 852857200 1,125 4,671 SH   SOLE   4,671 0 0
VERISIGN INC COM 92343E102 835 4,078 SH   SOLE   4,078 0 0
VISA INC COM CL A 92826C839 956 4,780 SH   SOLE   4,780 0 0
VONAGE HLDGS CORP COM 92886T201 1,680 164,257 SH   SOLE   164,257 0 0
WNS HLDGS LTD SPON ADR 92932M101 3,378 52,808 SH   SOLE   52,808 0 0
ZYNGA INC CL A 98986T108 1,593 174,715 SH   SOLE   174,715 0 0