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 |
|
||||||||||||||||
| 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 |
| Adobe Systems Incorporated | COM | 00724F101 | 34,543 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| Advanced Micro Devices Inc | COM | 007903107 | 30,870 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| Alphabet Inc | CAP STK CL A | 02079K305 | 60,154 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
| Alphabet Inc | CAP STK CL C | 02079K107 | 14,729 | 5,526 | SH | SOLE | 5,526 | 0 | 0 | ||
| Amazon Com Inc | COM | 023135106 | 52,561 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| Amdocs Ltd | SHS | G02602103 | 20,063 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
| Apple Inc | COM | 037833100 | 53,063 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| Autodesk Inc | COM | 052769106 | 9,981 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Cisco Sys Inc | COM | 17275R102 | 10,886 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Cognyte Software Ltd | ORD SHS | M25133105 | 1,993 | 97,000 | SH | SOLE | 97,000 | 0 | 0 | ||
| CyberArk Software Ltd | SHS | M2682V108 | 3,156 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 19,204 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| Facebook Inc | CL A | 30303M102 | 33,091 | 97,500 | SH | SOLE | 97,500 | 0 | 0 | ||
| International Business Machs | COM | 459200101 | 27,786 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Intuit | COM | 461202103 | 35,877 | 66,500 | SH | SOLE | 66,500 | 0 | 0 | ||
| Fireeye Inc | COM | 31816Q101 | 10,947 | 615,000 | SH | SOLE | 615,000 | 0 | 0 | ||
| Mastercard Incorporated | CL A | 57636Q104 | 30,248 | 87,000 | SH | SOLE | 87,000 | 0 | 0 | ||
| MicroChip Technology Inc. | COM | 595017104 | 34,535 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| Microsoft Corp | COM | 594918104 | 78,374 | 278,000 | SH | SOLE | 278,000 | 0 | 0 | ||
| Mimecast Ltd | ORD SHS | G14838109 | 3,180 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| New Relic Inc | COM | 64829B100 | 1,579 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| Nvidia Corporation | COM | 67066G104 | 24,031 | 116,000 | SH | SOLE | 116,000 | 0 | 0 | ||
| Omnicell Com | COM | 68213N109 | 3,793 | 25,555 | SH | SOLE | 25,555 | 0 | 0 | ||
| Oracle Corp | COM | 68389X105 | 24,396 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| Palo Alto Networks Inc | COM | 697435105 | 45,505 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| Paypal Hldgs Inc | COM | 70450Y103 | 18,215 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| Ping Identity Hldg Corp | COM | 72341T103 | 4,177 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| SPS COMM INC | COM | 78463M107 | 4,920 | 30,500 | SH | SOLE | 30,500 | 0 | 0 | ||
| Salesforce Com Inc | COM | 79466L302 | 44,751 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| Upland Software Inc | COM | 91544A109 | 4,247 | 127,000 | SH | SOLE | 127,000 | 0 | 0 | ||
| Varonis Sys Inc | COM | 922280102 | 2,282 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
| Veeva Sys Inc | CL A COM | 922475108 | 10,086 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Verint Sys Inc | COM | 92343X100 | 2,643 | 59,000 | SH | SOLE | 59,000 | 0 | 0 | ||
| Viavi Solutions Inc | COM | 925550105 | 3,935 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| Disney Walt Co | COM | 254687106 | 27,913 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| eBay Inc. | COM | 278642103 | 19,159 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||