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 25,711 336,882 SH   SOLE N/A 336,882 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 22,762 122,689 SH   SOLE N/A 122,689 0 0
COMMVAULT SYSTEMS INC COM 204166102 17,063 259,118 SH   SOLE N/A 259,118 0 0
COSTAR GROUP INC COM 22160N109 9,763 23,661 SH   SOLE N/A 23,661 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 16,091 1,032,767 SH   SOLE N/A 1,032,767 0 0
EVERBRIDGE INC COM 29978A104 17,557 370,236 SH   SOLE N/A 370,236 0 0
FIVE9 INC COM 338307101 18,182 525,954 SH   SOLE N/A 525,954 0 0
GODADDY INC CL A 380237107 28,499 403,666 SH   SOLE N/A 403,666 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 18,908 593,093 SH   SOLE N/A 593,093 0 0
LOGITECH INTL S A SHS H50430232 11,360 257,690 SH   SOLE N/A 257,690 0 0
LUMENTUM HLDGS INC COM 55024U109 11,636 200,959 SH   SOLE N/A 200,959 0 0
MIMECAST LTD ORD SHS G14838109 20,048 486,476 SH   SOLE N/A 486,476 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 16,435 592,241 SH   SOLE N/A 592,241 0 0
RAPID7 INC COM 753422104 14,260 505,333 SH   SOLE N/A 505,333 0 0
REALPAGE INC COM 75606N109 57,402 1,041,780 SH   SOLE N/A 1,041,780 0 0
RINGCENTRAL INC CL A 76680R206 29,611 420,914 SH   SOLE N/A 420,914 0 0
ROKU INC COM CL A 77543R102 15,315 359,337 SH   SOLE N/A 359,337 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 9,114 371,411 SH   SOLE N/A 371,411 0 0
SENDGRID INC COM 816883102 14,083 531,026 SH   SOLE N/A 531,026 0 0
SPLUNK INC COM 848637104 30,584 308,588 SH   SOLE N/A 308,588 0 0
STAMPS COM INC COM NEW 852857200 37,780 149,300 SH   SOLE N/A 149,300 0 0
STITCH FIX INC COM CL A 860897107 6,964 253,808 SH   SOLE N/A 253,808 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 18,483 835,568 SH   SOLE N/A 835,568 0 0
TELADOC INC COM 87918A105 10,934 188,352 SH   SOLE N/A 188,352 0 0
WIX COM LTD SHS M98068105 9,960 99,304 SH   SOLE N/A 99,304 0 0