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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Adobe Systems Incorporated | COM | 00724F101 | 20,192 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| Advanced Micro Devices Inc | COM | 007903107 | 13,602 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | |||
| Alphabet Inc Cap Stk | CL A | 02079K305 | 39,704 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| Alphabet Inc | CAP STK CL C | 02079K107 | 2,708 | 30,520 | SH | SOLE | 30,520 | 0 | 0 | |||
| Amazon Com Inc | COM | 023135106 | 25,872 | 308,000 | SH | SOLE | 308,000 | 0 | 0 | |||
| Amdocs Ltd | SHS | G02602103 | 25,452 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | |||
| Apple Inc | COM | 037833100 | 26,636 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | |||
| Autodesk Inc | COM | 052769106 | 14,950 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| Cisco Sys Inc | COM | 17275R102 | 7,146 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| Cognizant Technology Solutio | CL A | 192446102 | 11,724 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | |||
| Cyberark Software Ltd | SHS | M2682V108 | 2,010 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | |||
| Electronic Arts Inc | COM | 285512109 | 16,494 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | |||
| First Solar Inc | COM | 336433107 | 5,992 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| Fortinet Inc | COM | 34959E109 | 12,711 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | |||
| International Business Machs | COM | 459200101 | 30,996 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | |||
| Intuit | COM | 461202103 | 23,353 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| Mastercard Incorporated | CL A | 57636Q104 | 29,209 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | |||
| Microchip Technology Inc. | COM | 595017104 | 28,100 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| Microsoft Corp | COM | 594918104 | 49,163 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | |||
| New Relic Inc | COM | 64829B100 | 960 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | |||
| Nvidia Corporation | COM | 67066G104 | 10,230 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| Omnicell Com | COM | 68213N109 | 1,412 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | |||
| Oracle Corp | COM | 68389X105 | 21,252 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | |||
| Palo Alto Networks Inc | COM | 697435105 | 27,420 | 196,500 | SH | SOLE | 196,500 | 0 | 0 | |||
| Qualys Inc | COM | 74758T303 | 786 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | |||
| Sps Comm Inc | COM | 78463M107 | 2,954 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | |||
| Salesforce Inc | COM | 79466L302 | 19,226 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | |||
| Upland Software Inc | COM | 91544A109 | 1,040 | 145,865 | SH | SOLE | 145,865 | 0 | 0 | |||
| Varonis Sys Inc | COM | 922280102 | 1,041 | 43,500 | SH | SOLE | 43,500 | 0 | 0 | |||
| Veeva Sys Inc | CL A COM | 922475108 | 15,008 | 93,000 | SH | SOLE | 93,000 | 0 | 0 | |||
| Verint Sys Inc | COM | 92343X100 | 1,995 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | |||
| Viavi Solutions Inc | COM | 925550105 | 1,577 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| Disney Walt Co | COM | 254687106 | 16,942 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | |||
| Ebay Inc. | COM | 278642103 | 12,648 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | |||