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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AKAMAI TECHNOLOGIES INCCOM00971T1013,56635,000SH SOLE 35,00000
ARISTA NETWORKS INCCOM0404131064,83016,000SH SOLE 16,00000
BROADCOM INCCOM11135F1014,63610,000SH SOLE 10,00000
ALIBABA GROUP HLDG LTD ADS01609W1022,72012,000SH SOLE 12,00000
CROWN CASTLE INTLCOM22822V1012,58115,000SH SOLE 15,00000
CHEGG INCCOM1630921093,59742,000SH SOLE 42,00000
CLOUDERA INCCOM18914U1002,440200,500SH SOLE 200,50000
CROWDSTRIKECL A22788C1051,0956,000SH SOLE 6,00000
CVS HEALTH CORPCOM1266501003,38545,000SH SOLE 45,00000
DOCUSIGNCOM2561631061,0125,000SH SOLE 5,00000
FACEBOOK INCCL A30303M1022,94510,000SH SOLE 10,00000
FIREEYE INCCOM31816Q1014,109210,000SH SOLE 210,00000
FIVE9 INCCOM3383071016,25340,000SH SOLE 40,00000
GREEN DOT CORPCL A39304D1021,60235,000SH SOLE 35,00000
ALPHABET INCCAP STK CL A02079K3052,4881,203SH SOLE 1,20300
ALPHABET INCCAP STK CL C02079K1074,1252,000SH SOLE 2,00000
HMS HOLDINGS CORPCOM40425J1012,29262,000SH SOLE 62,00000
INTUITCOM4612021034,52011,800SH SOLE 11,80000
KLA CORPCOM NEW4824801005,28616,000SH SOLE 16,00000
LABORATORY CORP AMER HLDGSCOM NEW50540R4094,84519,000SH SOLE 19,00000
MICROCHIP TECHNOLOGYCOM5950171046,05339,000SH SOLE 39,00000
MAXIM INTEGRATED PRODSCOM57772K1012,92332,000SH SOLE 32,00000
MAXLINEAR INCCOM57776J1002,04460,000SH SOLE 60,00000
NEW RELIC INCCOM64829B1001,84430,000SH SOLE 30,00000
NATUS MED INC DELCOM6390501031,79270,000SH SOLE 70,00000
NUANCE COMMUNICATIONS INCCOM67020Y1003,49180,000SH SOLE 80,00000
OOMA INCCOM6834161011,664105,000SH SOLE 105,00000
PALO ALTO NETWORKS INCCOM6974351054,18613,000SH SOLE 13,00000
RINGCENTRAL INCCL A76680R2065,65919,000SH SOLE 19,00000
SPLUNK INCCOM8486371042,70920,000SH SOLE 20,00000
TELADOC HEALTH INCCOM87918A1051,81710,000SH SOLE 10,00000
UNITEDHEALTH GROUP INCCOM91324P1027,44120,000SH SOLE 20,00000
UPWORK INCCOM91688F1042,01445,000SH SOLE 45,00000
WORKDAY INCCL A98138H1013,72615,000SH SOLE 15,00000
ZUORA INCCOM CL A98983V10618512,500SH SOLE 12,50000