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 | 15,560 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| Adobe Inc | COM | 00724F101 | 24,813 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
| Advanced Micro Devices Inc | COM | 007903107 | 13,942 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
| Alphabet Inc | CAP STK CL A | 02079K305 | 35,168 | 24,800 | SH | SOLE | 24,800 | 0 | 0 | ||
| Alphabet Inc | CAP STK CL C | 02079K107 | 10,639 | 7,526 | SH | SOLE | 7,526 | 0 | 0 | ||
| Amazon Com Inc | COM | 023135106 | 40,003 | 14,500 | SH | SOLE | 14,500 | 0 | 0 | ||
| Amdocs Ltd | SHS | G02602103 | 16,438 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| Apple Inc | COM | 037833100 | 46,235 | 126,740 | SH | SOLE | 126,740 | 0 | 0 | ||
| Cisco Sys Inc | COM | 17275R102 | 17,257 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| Citrix Sys Inc | COM | 177376100 | 16,418 | 111,000 | SH | SOLE | 111,000 | 0 | 0 | ||
| CyberArk Software Ltd | SHS | M2682V108 | 1,271 | 12,800 | SH | SOLE | 12,800 | 0 | 0 | ||
| Disney Walt Co | COM DISNEY | 254687106 | 12,266 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| eBay Inc | COM | 278642103 | 16,784 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
| Electronic Arts Inc | COM | 285512109 | 17,827 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| Facebook Inc | CL A | 30303M102 | 21,004 | 92,500 | SH | SOLE | 92,500 | 0 | 0 | ||
| Fireeye Inc | COM | 31816Q101 | 6,958 | 571,500 | SH | SOLE | 571,500 | 0 | 0 | ||
| Intel Corp | COM | 458140100 | 17,351 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| International Business Machs | COM | 459200101 | 24,999 | 207,000 | SH | SOLE | 207,000 | 0 | 0 | ||
| Intuit | COM | 461202103 | 22,955 | 77,500 | SH | SOLE | 77,500 | 0 | 0 | ||
| Mastercard Incorporated | CL A | 57636Q104 | 17,151 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | ||
| MicroChip Technology Inc | COM | 595017104 | 23,168 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| Microsoft Corp | COM | 594918104 | 58,000 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
| Mimecast Ltd | ORD SHS | G14838109 | 1,104 | 26,500 | SH | SOLE | 26,500 | 0 | 0 | ||
| Netflix Inc | COM | 64110L106 | 5,916 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| New Relic Inc | COM | 64829B100 | 2,033 | 29,500 | SH | SOLE | 29,500 | 0 | 0 | ||
| Nvidia Corporation | COM | 67066G104 | 16,416 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| Omnicell Inc | COM | 68213N109 | 1,207 | 17,088 | SH | SOLE | 17,088 | 0 | 0 | ||
| Oracle Corp | COM | 68389X105 | 16,857 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
| Palo Alto Networks Inc | COM | 697435105 | 12,632 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| Paypal Hldgs Inc | COM | 70450Y103 | 19,688 | 113,000 | SH | SOLE | 113,000 | 0 | 0 | ||
| Ping Identity Hldg Corp | COM | 72341T103 | 2,306 | 71,849 | SH | SOLE | 71,849 | 0 | 0 | ||
| Salesforce Com Inc | COM | 79466L302 | 26,226 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| SPS Commerce Inc | COM | 78463M107 | 864 | 11,500 | SH | SOLE | 11,500 | 0 | 0 | ||
| Tabula Rasa Healthcare Inc | COM | 873379101 | 930 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
| Upland Software Inc | COM | 91544A109 | 2,312 | 66,500 | SH | SOLE | 66,500 | 0 | 0 | ||
| Verint Sys Inc | COM | 92343X100 | 1,914 | 42,357 | SH | SOLE | 42,357 | 0 | 0 | ||
| Viavi Solutions Inc | COM | 925550105 | 1,599 | 125,500 | SH | SOLE | 125,500 | 0 | 0 | ||