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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 136,248 742,333 SH   SOLE   742,333 0 0
ALPHABET INC CAP STK CL A 02079K305 87,693 84,553 SH   SOLE   84,553 0 0
ALTERYX INC COM CL A 02156B103 40,538 1,187,391 SH   SOLE   1,187,391 0 0
AMAZON COM INC COM 023135106 266,797 184,336 SH   SOLE   184,336 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 67,585 340,374 SH   SOLE   340,374 0 0
COUPA SOFTWARE INC COM 22266L106 88,552 1,941,076 SH   SOLE   1,941,076 0 0
ELLIE MAE INC COM 28849P100 64,683 703,535 SH   SOLE   703,535 0 0
FACEBOOK INC CL A 30303M102 170,254 1,065,484 SH   SOLE   1,065,484 0 0
KULICKE & SOFFA INDS INC COM 501242101 85,640 3,424,212 SH   SOLE   3,424,212 0 0
LUMENTUM HLDGS INC COM 55024U109 92,051 1,442,810 SH   SOLE   1,442,810 0 0
MATCH GROUP INC COM 57665R106 85,158 1,916,239 SH   SOLE   1,916,239 0 0
MERCADOLIBRE INC COM 58733R102 105,578 296,243 SH   SOLE   296,243 0 0
MICRON TECHNOLOGY INC COM 595112103 52,957 1,015,678 SH   SOLE   1,015,678 0 0
MICROSOFT CORP COM 594918104 58,921 645,564 SH   SOLE   645,564 0 0
MIMECAST LTD ORD SHS G14838109 29,171 823,354 SH   SOLE   823,354 0 0
MONGODB INC CL A 60937P106 24,168 556,862 SH   SOLE   556,862 0 0
MONOLITHIC PWR SYS INC COM 609839105 36,755 317,479 SH   SOLE   317,479 0 0
MULESOFT INC CL A 625207105 103,492 2,353,158 SH   SOLE   2,353,158 0 0
NETFLIX INC COM 64110L106 198,618 672,485 SH   SOLE   672,485 0 0
NVIDIA CORP COM 67066G104 101,142 436,730 SH   SOLE   436,730 0 0
PROOFPOINT INC COM 743424103 123,305 1,084,957 SH   SOLE   1,084,957 0 0
PROS HOLDINGS INC COM 74346Y103 27,722 839,796 SH   SOLE   839,796 0 0
RED HAT INC COM 756577102 57,172 382,396 SH   SOLE   382,396 0 0
RINGCENTRAL INC CL A 76680R206 90,769 1,429,436 SH   SOLE   1,429,436 0 0
SCIENTIFIC GAMES CORP COM 80874P109 86,857 2,087,901 SH   SOLE   2,087,901 0 0
SHOPIFY INC CL A 82509L107 182,972 1,468,594 SH   SOLE   1,468,594 0 0
SPLUNK INC COM 848637104 141,945 1,442,680 SH   SOLE   1,442,680 0 0
SQUARE INC CL A 852234103 180,818 3,675,156 SH   SOLE   3,675,156 0 0
YY INC ADS REPCOM CLA 98426T106 63,990 608,267 SH   SOLE   608,267 0 0
ZENDESK INC COM 98936J101 91,740 1,916,448 SH   SOLE   1,916,448 0 0