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
ACTIVISION BLIZZARD INC COM 00507V109 10,708 140,300 SH   SOLE   140,300 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 23,173 124,900 SH   SOLE   124,900 0 0
ALPHABET INC CAP STK CL A 02079K305 12,647 11,200 SH   SOLE   11,200 0 0
AMAZON COM INC COM 023135106 31,973 18,810 SH   SOLE   18,810 0 0
APPLE INC COM 037833100 11,281 60,940 SH   SOLE   60,940 0 0
BOX INC CL A 10316T104 28,149 1,126,400 SH   SOLE   1,126,400 0 0
CARBON BLACK INC COM 14081R103 572 22,000 SH   SOLE   22,000 0 0
CISCO SYS INC COM 17275R102 14,200 330,000 SH   SOLE   330,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 11,759 109,066 SH   SOLE   109,066 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 11,780 428,375 SH   SOLE   428,375 0 0
F5 NETWORKS INC COM 315616102 17,659 102,400 SH   SOLE   102,400 0 0
FACEBOOK INC CL A 30303M102 42,336 217,870 SH   SOLE   217,870 0 0
FORTINET INC COM 34959E109 11,100 177,800 SH   SOLE   177,800 0 0
INTERXION HOLDING N.V SHS N47279109 18,511 296,550 SH   SOLE   296,550 0 0
JUNIPER NETWORKS INC COM 48203R104 11,741 428,200 SH   SOLE   428,200 0 0
LUMENTUM HLDGS INC COM 55024U109 10,984 189,700 SH   SOLE   189,700 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 33,321 395,265 SH   SOLE   395,265 0 0
NETFLIX INC COM 64110L106 23,701 60,550 SH   SOLE   60,550 0 0
NEW RELIC INC COM 64829B100 27,481 273,200 SH   SOLE   273,200 0 0
PALO ALTO NETWORKS INC COM 697435105 46,999 228,740 SH   SOLE   228,740 0 0
PEGASYSTEMS INC COM 705573103 5,683 103,700 SH   SOLE   103,700 0 0
PURE STORAGE INC CL A 74624M102 12,864 538,700 SH   SOLE   538,700 0 0
SALESFORCE COM INC COM 79466L302 58,134 426,200 SH   SOLE   426,200 0 0
SPLUNK INC COM 848637104 22,766 229,700 SH   SOLE   229,700 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 17,026 101,200 SH   SOLE   101,200 0 0
T MOBILE US INC COM 872590104 30,700 513,800 SH   SOLE   513,800 0 0
TABLEAU SOFTWARE INC CL A 87336U105 36,308 371,440 SH   SOLE   371,440 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 18,133 153,200 SH   SOLE   153,200 0 0
TWITTER INC COM 90184L102 24,385 558,400 SH   SOLE   558,400 0 0
VIAVI SOLUTIONS INC COM 925550105 15,670 1,530,300 SH   SOLE   1,530,300 0 0
WORKDAY INC CL A 98138H101 22,189 183,200 SH   SOLE   183,200 0 0