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 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 16,293 | 1,277,844 | SH | SOLE | N/A | 1,277,844 | 0 | 0 | |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 32,034 | 185,480 | SH | SOLE | N/A | 185,480 | 0 | 0 | |
APPLIED MATLS INC | COM | 038222105 | 13,658 | 262,202 | SH | SOLE | N/A | 262,202 | 0 | 0 | |
AUTODESK INC | COM | 052769106 | 11,657 | 103,835 | SH | SOLE | N/A | 103,835 | 0 | 0 | |
BOX INC | CL A | 10316T104 | 14,125 | 731,100 | SH | SOLE | N/A | 731,100 | 0 | 0 | |
BROADCOM LTD | SHS | Y09827109 | 8,586 | 35,399 | SH | SOLE | N/A | 35,399 | 0 | 0 | |
CAVIUM INC | COM | 14964U108 | 13,581 | 205,956 | SH | SOLE | N/A | 205,956 | 0 | 0 | |
COUPA SOFTWARE INC | COM | 22266L106 | 11,538 | 370,414 | SH | SOLE | N/A | 370,414 | 0 | 0 | |
DIGIMARC CORP NEW | COM | 25381B101 | 10,046 | 274,471 | SH | SOLE | N/A | 274,471 | 0 | 0 | |
EVERBRIDGE INC | COM | 29978A104 | 10,565 | 399,868 | SH | SOLE | N/A | 399,868 | 0 | 0 | |
EXPEDIA INC DEL | COM NEW | 30212P303 | 11,027 | 76,611 | SH | SOLE | N/A | 76,611 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 16,901 | 98,909 | SH | SOLE | N/A | 98,909 | 0 | 0 | |
GODADDY INC | CL A | 380237107 | 32,733 | 752,304 | SH | SOLE | N/A | 752,304 | 0 | 0 | |
LAM RESEARCH CORP | COM | 512807108 | 12,760 | 68,958 | SH | SOLE | N/A | 68,958 | 0 | 0 | |
LOGMEIN INC | COM | 54142L109 | 31,690 | 287,961 | SH | SOLE | N/A | 287,961 | 0 | 0 | |
LUMENTUM HLDGS INC | COM | 55024U109 | 21,689 | 399,064 | SH | SOLE | N/A | 399,064 | 0 | 0 | |
MOMO INC | ADR | 60879B107 | 8,743 | 278,982 | SH | SOLE | N/A | 278,982 | 0 | 0 | |
MULESOFT INC | CL A | 625207105 | 10,019 | 497,476 | SH | SOLE | N/A | 497,476 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 15,034 | 82,898 | SH | SOLE | N/A | 82,898 | 0 | 0 | |
NUTANIX INC | CL A | 67059N108 | 7,840 | 350,177 | SH | SOLE | N/A | 350,177 | 0 | 0 | |
REALPAGE INC | COM | 75606N109 | 26,313 | 659,471 | SH | SOLE | N/A | 659,471 | 0 | 0 | |
RINGCENTRAL INC | CL A | 76680R206 | 22,872 | 547,824 | SH | SOLE | N/A | 547,824 | 0 | 0 | |
SEMTECH CORP | COM | 816850101 | 14,676 | 390,844 | SH | SOLE | N/A | 390,844 | 0 | 0 | |
STAMPS COM INC | COM NEW | 852857200 | 25,315 | 124,922 | SH | SOLE | N/A | 124,922 | 0 | 0 | |
STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 14,646 | 754,181 | SH | SOLE | N/A | 754,181 | 0 | 0 | |
TALEND S A | ADS | 874224207 | 16,285 | 397,784 | SH | SOLE | N/A | 397,784 | 0 | 0 | |
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 13,749 | 106,709 | SH | SOLE | N/A | 106,709 | 0 | 0 | |
YANDEX N V | SHS CLASS A | N97284108 | 24,105 | 731,556 | SH | SOLE | N/A | 731,556 | 0 | 0 | |
YY INC | ADS REPCOM CLA | 98426T106 | 19,844 | 228,675 | SH | SOLE | N/A | 228,675 | 0 | 0 |