The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 106,395 | 755,112 | SH | SOLE | 755,112 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 83,377 | 89,684 | SH | SOLE | 89,684 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 172,209 | 177,902 | SH | SOLE | 177,902 | 0 | 0 | ||
APPIAN CORP | CL A | 03782L101 | 4,447 | 244,993 | SH | SOLE | 244,993 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 60,789 | 422,086 | SH | SOLE | 422,086 | 0 | 0 | ||
BOX INC | CL A | 10316T104 | 32,382 | 1,775,308 | SH | SOLE | 1,775,308 | 0 | 0 | ||
CEVA INC | COM | 157210105 | 21,272 | 468,040 | SH | SOLE | 468,040 | 0 | 0 | ||
COGNEX CORP | COM | 192422103 | 17,063 | 200,982 | SH | SOLE | 200,982 | 0 | 0 | ||
ELLIE MAE INC | COM | 28849P100 | 98,980 | 900,559 | SH | SOLE | 900,559 | 0 | 0 | ||
FABRINET | SHS | G3323L100 | 37,883 | 888,013 | SH | SOLE | 888,013 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 78,240 | 518,215 | SH | SOLE | 518,215 | 0 | 0 | ||
FIVE9 INC | COM | 338307101 | 21,296 | 989,592 | SH | SOLE | 989,592 | 0 | 0 | ||
HOST HOTELS & RESORTS INC | PUT | 44107P954 | 731 | 40,000 | SH | Put | SOLE | 40,000 | 0 | 0 | |
INSTRUCTURE INC | COM | 45781U103 | 41,834 | 1,418,086 | SH | SOLE | 1,418,086 | 0 | 0 | ||
LAM RESEARCH CORP | COM | 512807108 | 56,761 | 401,339 | SH | SOLE | 401,339 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 48,785 | 855,120 | SH | SOLE | 855,120 | 0 | 0 | ||
MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 17,135 | 307,247 | SH | SOLE | 307,247 | 0 | 0 | ||
MERCADOLIBRE INC | COM | 58733R102 | 46,704 | 186,161 | SH | SOLE | 186,161 | 0 | 0 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 23,932 | 248,254 | SH | SOLE | 248,254 | 0 | 0 | ||
NETEASE INC | SPONSORED ADR | 64110W102 | 62,776 | 208,815 | SH | SOLE | 208,815 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 46,280 | 309,753 | SH | SOLE | 309,753 | 0 | 0 | ||
OKTA INC | CL A | 679295105 | 2,165 | 94,952 | SH | SOLE | 94,952 | 0 | 0 | ||
PEGASYSTEMS INC | COM | 705573103 | 60,203 | 1,031,758 | SH | SOLE | 1,031,758 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 39,450 | 1,079,356 | SH | SOLE | 1,079,356 | 0 | 0 | ||
SCIENTIFIC GAMES CORP | CL A | 80874P109 | 36,929 | 1,414,907 | SH | SOLE | 1,414,907 | 0 | 0 | ||
SHOPIFY INC | CL A | 82509L107 | 83,514 | 961,030 | SH | SOLE | 961,030 | 0 | 0 | ||
STAMPS COM INC | COM NEW | 852857200 | 21,793 | 140,715 | SH | SOLE | 140,715 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 66,601 | 184,178 | SH | SOLE | 184,178 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 40,378 | 1,453,503 | SH | SOLE | 1,453,503 | 0 | 0 |