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 |
| Activision Blizzard Inc | COM | 00507V109 | 11,004 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| Adobe Inc | COM | 00724F101 | 14,878 | 46,750 | SH | SOLE | 46,750 | 0 | 0 | ||
| Advanced Micro Devices Inc | COM | 007903107 | 4,321 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| Alphabet Inc | CAP STK CL A | 02079K305 | 28,816 | 24,800 | SH | SOLE | 24,800 | 0 | 0 | ||
| Alphabet Inc | CAP STK CL C | 02079K107 | 8,751 | 7,526 | SH | SOLE | 7,526 | 0 | 0 | ||
| Amdocs Ltd | SHS | G02602103 | 12,643 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| Apple Inc | COM | 037833100 | 32,229 | 126,740 | SH | SOLE | 126,740 | 0 | 0 | ||
| Amazon Com Inc | COM | 023135106 | 28,271 | 14,500 | SH | SOLE | 14,500 | 0 | 0 | ||
| Cisco Sys Inc | COM | 17275R102 | 10,644 | 270,769 | SH | SOLE | 270,769 | 0 | 0 | ||
| Citrix Sys Inc | COM | 177376100 | 15,712 | 111,000 | SH | SOLE | 111,000 | 0 | 0 | ||
| CyberArk Software Ltd | SHS | M2682V108 | 513 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| eBay Inc | COM | 278642103 | 6,171 | 205,300 | SH | SOLE | 205,300 | 0 | 0 | ||
| Electronic Arts Inc | COM | 285512109 | 13,523 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| Facebook Inc | CL A | 30303M102 | 11,759 | 70,500 | SH | SOLE | 70,500 | 0 | 0 | ||
| Fireeye Inc | COM | 31816Q101 | 6,046 | 571,500 | SH | SOLE | 571,500 | 0 | 0 | ||
| International Business Machs | COM | 459200101 | 18,747 | 169,000 | SH | SOLE | 169,000 | 0 | 0 | ||
| Intel Corp | COM | 458140100 | 7,036 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| Intuit | COM | 461202103 | 17,825 | 77,500 | SH | SOLE | 77,500 | 0 | 0 | ||
| Mastercard Inc | CL A | 57636Q104 | 1,208 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| MicroChip Technology Inc | COM | 595017104 | 11,187 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| Microsoft Corp | COM | 594918104 | 40,216 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
| Netflix Inc | COM | 64110L106 | 4,882 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| New Relic Inc | COM | 64829B100 | 864 | 18,680 | SH | SOLE | 18,680 | 0 | 0 | ||
| Omnicell Inc | COM | 68213N109 | 748 | 11,400 | SH | SOLE | 11,400 | 0 | 0 | ||
| Oracle Corp | COM | 68389X105 | 9,666 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Paypal Hldgs Inc | COM | 70450Y103 | 10,819 | 113,000 | SH | SOLE | 113,000 | 0 | 0 | ||
| Ping Identity Hldg Corp | COM | 72341T103 | 1,121 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
| SPS Commerce Inc | COM | 78463M107 | 400 | 8,600 | SH | SOLE | 8,600 | 0 | 0 | ||
| Salesforce Com Inc | COM | 79466L302 | 14,254 | 99,000 | SH | SOLE | 99,000 | 0 | 0 | ||
| Tabula Rasa Healthcare Inc | COM | 873379101 | 549 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
| Upland Software Inc | COM | 91544A109 | 877 | 32,700 | SH | SOLE | 32,700 | 0 | 0 | ||
| Verint Sys Inc | COM | 92343X100 | 765 | 17,800 | SH | SOLE | 17,800 | 0 | 0 | ||
| Viavi Solutions Inc | COM | 925550105 | 779 | 69,500 | SH | SOLE | 69,500 | 0 | 0 | ||
| Disney Walt Co | COM DISNEY | 254687106 | 8,694 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||