The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| COUPA SOFTWARE INC | COM | 22266L106 | 5,058 | 162,031 | SH | SOLE | 162,031 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 8,417 | 82,334 | SH | SOLE | 82,334 | 0 | 0 | ||
| DISH NETWORK CORP | CL A | 25470M109 | 7,018 | 146,985 | SH | SOLE | 146,985 | 0 | 0 | ||
| DST SYS INC DEL | COM | 233326107 | 6,050 | 97,477 | SH | SOLE | 97,477 | 0 | 0 | ||
| DXC TECHNOLOGY CO | COM | 23355L106 | 9,158 | 96,507 | SH | SOLE | 96,507 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 8,679 | 82,611 | SH | SOLE | 82,611 | 0 | 0 | ||
| EURONET WORLDWIDE INC | COM | 298736109 | 4,805 | 57,026 | SH | SOLE | 57,026 | 0 | 0 | ||
| 8X8 INC NEW | COM | 282914100 | 2,243 | 159,103 | SH | SOLE | 159,103 | 0 | 0 | ||
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 9,504 | 101,016 | SH | SOLE | 101,016 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 6,237 | 47,567 | SH | SOLE | 47,567 | 0 | 0 | ||
| FITBIT INC | CL A | 33812L102 | 3,103 | 543,521 | SH | SOLE | 543,521 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 8,434 | 167,745 | SH | SOLE | 167,745 | 0 | 0 | ||
| GREEN DOT CORP | CL A | 39304D102 | 3,550 | 58,914 | SH | SOLE | 58,914 | 0 | 0 | ||
| BLACKHAWK NETWORK HLDGS INC | COM | 09238E104 | 5,078 | 142,455 | SH | SOLE | 142,455 | 0 | 0 | ||
| HEALTHEQUITY INC | COM | 42226A107 | 7,450 | 159,681 | SH | SOLE | 159,681 | 0 | 0 | ||
| MANHATTAN ASSOCS INC | COM | 562750109 | 6,611 | 133,460 | SH | SOLE | 133,460 | 0 | 0 | ||
| MICROSEMI CORP | COM | 595137100 | 9,972 | 193,069 | SH | SOLE | 193,069 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 7,847 | 250,638 | SH | SOLE | 250,638 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 6,198 | 3,567 | SH | SOLE | 3,567 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 5,165 | 113,483 | SH | SOLE | 113,483 | 0 | 0 | ||
| THE TRADE DESK INC | COM CL A | 88339J105 | 3,907 | 85,437 | SH | SOLE | 85,437 | 0 | 0 | ||
| TRAVELPORT WORLDWIDE LTD | SHS | G9019D104 | 7,573 | 579,429 | SH | SOLE | 579,429 | 0 | 0 | ||
| VOCERA COMMUNICATIONS INC | COM | 92857F107 | 556 | 18,425 | SH | SOLE | 18,425 | 0 | 0 | ||
| WAGEWORKS INC | COM | 930427109 | 8,205 | 132,348 | SH | SOLE | 132,348 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 5,001 | 119,203 | SH | SOLE | 119,203 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 10,131 | 299,393 | SH | SOLE | 299,393 | 0 | 0 | ||
| VANTIV INC | CL A | 92210H105 | 7,706 | 104,769 | SH | SOLE | 104,769 | 0 | 0 | ||