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 |
| ARISTA NETWORKS INC | COM | 040413106 | 6,254 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 405 | 1,380 | SH | SOLE | 1,380 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 8,816 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 8,185 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 7,529 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| F5 INC | COM | 315616102 | 12,537 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 9,191 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 7,434 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 2,821 | 5,867 | SH | SOLE | 5,867 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 16,473 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 15,053 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 11,294 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 7,319 | 23,739 | SH | SOLE | 23,739 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 7,283 | 16,418 | SH | SOLE | 16,418 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 5,340 | 8,578 | SH | SOLE | 8,578 | 0 | 0 | ||
| PAYCOM SOFTWARE INC | COM | 70432V102 | 14,717 | 42,488 | SH | SOLE | 42,488 | 0 | 0 | ||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 2,891 | 49,875 | SH | SOLE | 49,875 | 0 | 0 | ||
| QUALTRICS INTL INC | COM CL A | 747601201 | 3,136 | 109,827 | SH | SOLE | 109,827 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 214 | 1,007 | SH | SOLE | 1,007 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 17,730 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| SUNRUN INC | COM | 86771W105 | 15,185 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| TENABLE HLDGS INC | COM | 88025T102 | 2,219 | 38,391 | SH | SOLE | 38,391 | 0 | 0 | ||
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 | 4,418 | 225,388 | SH | SOLE | 225,388 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 19,564 | 81,699 | SH | SOLE | 81,699 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 9,568 | 79,541 | SH | SOLE | 79,541 | 0 | 0 | ||