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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 9,527 | 9,199 | SH | SOLE | 9,199 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 15,344 | 178,771 | SH | SOLE | 178,771 | 0 | 0 | ||
| APTIV PLC | SHS | G6095L109 | 4,325 | 70,249 | SH | SOLE | 70,249 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 7,345 | 46,310 | SH | SOLE | 46,310 | 0 | 0 | ||
| INSTRUCTURE INC | COM | 45781U103 | 5,043 | 134,453 | SH | SOLE | 134,453 | 0 | 0 | ||
| IQIYI INC | SPONSORED ADS | 46267X108 | 5,178 | 348,229 | SH | SOLE | 348,229 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 8,854 | 87,175 | SH | SOLE | 87,175 | 0 | 0 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 7,333 | 63,081 | SH | SOLE | 63,081 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 5,042 | 34,200 | SH | SOLE | 34,200 | 0 | 0 | ||
| NUTANIX INC | CL A | 67059N108 | 13,698 | 329,364 | SH | SOLE | 329,364 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 9,285 | 126,700 | SH | SOLE | 126,700 | 0 | 0 | ||
| PEGASYSTEMS INC | COM | 705573103 | 7,084 | 148,099 | SH | SOLE | 148,099 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 4,571 | 26,899 | SH | SOLE | 26,899 | 0 | 0 | ||
| SENDGRID INC | COM | 816883102 | 12,676 | 293,633 | SH | SOLE | 293,633 | 0 | 0 | ||
| XILINX INC | COM | 983919101 | 17,990 | 211,226 | SH | SOLE | 211,226 | 0 | 0 | ||