The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

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
Cognizant Technology Solutio CL A 192446102   13,974 205,000 SH   SOLE   205,000 0 0
Oracle Corp COM 68389X105   27,654 260,000 SH   SOLE   260,000 0 0
Veeva Sys Inc CL A COM 922475108   29,829 145,687 SH   SOLE   145,687 0 0
International Business Machs COM 459200101   31,186 220,000 SH   SOLE   220,000 0 0
Cisco Sys Inc COM 17275R102   8,103 150,000 SH   SOLE   150,000 0 0
Alphabet Inc Cap Stk CL A 02079K305   54,850 410,000 SH   SOLE   410,000 0 0
Microchip Technology Inc. COM 595017104   31,772 400,000 SH   SOLE   400,000 0 0
Palo Alto Networks Inc COM 697435105   44,310 186,500 SH   SOLE   186,500 0 0
Omnicell Com COM 68213N109   1,284 28,000 SH   SOLE   28,000 0 0
Apple Inc COM 037833100   35,419 205,000 SH   SOLE   205,000 0 0
Advanced Micro Devices Inc COM 007903107   16,495 158,166 SH   SOLE   158,166 0 0
Ebay Inc. COM 278642103   13,548 305,000 SH   SOLE   305,000 0 0
Amazon Com Inc COM 023135106   39,576 308,000 SH   SOLE   308,000 0 0
Autodesk Inc COM 052769106   25,135 119,345 SH   SOLE   119,345 0 0
Intuit COM 461202103   31,258 60,000 SH   SOLE   60,000 0 0
Varonis Sys Inc COM 922280102   1,097 35,500 SH   SOLE   35,500 0 0
Salesforce Inc COM 79466L302   36,446 175,900 SH   SOLE   175,900 0 0
Nvidia Corporation COM 67066G104   13,492 30,663 SH   SOLE   30,663 0 0
Viavi Solutions Inc COM 925550105   1,074 115,800 SH   SOLE   115,800 0 0
Mastercard Incorporated CL A 57636Q104   34,420 86,177 SH   SOLE   86,177 0 0
Sps Comm Inc COM 78463M107   2,214 12,742 SH   SOLE   12,742 0 0
Verint Sys Inc COM 92343X100   1,032 44,200 SH   SOLE   44,200 0 0
Fortinet Inc COM 34959E109   21,486 363,067 SH   SOLE   363,067 0 0
Qualys Inc COM 74758T303   2,667 17,208 SH   SOLE   17,208 0 0
Adobe Inc COM 00724F101   38,342 74,527 SH   SOLE   74,527 0 0
Electronic Arts Inc COM 285512109   16,283 135,000 SH   SOLE   135,000 0 0
First Solar Inc COM 336433107   10,731 65,400 SH   SOLE   65,400 0 0
Amdocs Ltd SHS G02602103   23,996 280,000 SH   SOLE   280,000 0 0
Microsoft Corp COM 594918104   63,421 199,000 SH   SOLE   199,000 0 0
Cyberark Software Ltd SHS M2682V108   2,400 14,500 SH   SOLE   14,500 0 0