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
ACACIA COMMUNICATIONS INC COM 00401C108 7,678 185,600 SH   SOLE   185,600 0 0
ACTIVISION BLIZZARD INC COM 00507V109 22,977 276,205 SH   SOLE   276,205 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 14,748 89,515 SH   SOLE   89,515 0 0
ALPHABET INC CAP STK CL A 02079K305 23,767 19,690 SH   SOLE   19,690 0 0
AMAZON COM INC COM 023135106 31,087 15,520 SH   SOLE   15,520 0 0
APPLE INC COM 037833100 28,860 127,845 SH   SOLE   127,845 0 0
BOX INC CL A 10316T104 25,240 1,055,625 SH   SOLE   1,055,625 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 17,023 152,906 SH   SOLE   152,906 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 20,668 645,860 SH   SOLE   645,860 0 0
F5 NETWORKS INC COM 315616102 15,449 77,470 SH   SOLE   77,470 0 0
FACEBOOK INC CL A 30303M102 15,311 93,100 SH   SOLE   93,100 0 0
FORTINET INC COM 34959E109 20,530 222,500 SH   SOLE   222,500 0 0
INTERXION HOLDING N.V SHS N47279109 29,723 441,650 SH   SOLE   441,650 0 0
LUMENTUM HLDGS INC COM 55024U109 14,328 239,000 SH   SOLE   239,000 0 0
NETFLIX INC COM 64110L106 21,194 56,650 SH   SOLE   56,650 0 0
NEW RELIC INC COM 64829B100 32,246 342,200 SH   SOLE   342,200 0 0
NVIDIA CORP COM 67066G104 16,074 57,200 SH   SOLE   57,200 0 0
PALO ALTO NETWORKS INC COM 697435105 64,186 284,940 SH   SOLE   284,940 0 0
PURE STORAGE INC CL A 74624M102 16,922 652,100 SH   SOLE   652,100 0 0
RED HAT INC COM 756577102 15,182 111,400 SH   SOLE   111,400 0 0
SALESFORCE COM INC COM 79466L302 72,709 457,200 SH   SOLE   457,200 0 0
SENDGRID INC COM 816883102 18,226 495,400 SH   SOLE   495,400 0 0
SPLUNK INC COM 848637104 27,688 229,000 SH   SOLE   229,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 18,716 103,500 SH   SOLE   103,500 0 0
T MOBILE US INC COM 872590104 45,056 642,000 SH   SOLE   642,000 0 0
TABLEAU SOFTWARE INC CL A 87336U105 51,997 465,340 SH   SOLE   465,340 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 40,597 294,200 SH   SOLE   294,200 0 0
TWITTER INC COM 90184L102 15,881 558,000 SH   SOLE   558,000 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 20,459 63,500 SH   SOLE   63,500 0 0
VIAVI SOLUTIONS INC COM 925550105 26,520 2,338,614 SH   SOLE   2,338,614 0 0
WORKDAY INC CL A 98138H101 27,006 185,000 SH   SOLE   185,000 0 0