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
OMB APPROVAL
OMB Number: 3235-0006
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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
AMC Networks CL A 00164V103 15,089 245,397 SH   SOLE   245,397 0 0
Alliance Data Systems COMMON STOCKS 018581108 26,248 93,327 SH   SOLE   93,327 0 0
Applied Materials COMMON STOCKS 038222105 6,055 268,500 SH   SOLE   268,500 0 0
Avago SHS y0486s104 24,540 340,509 SH   SOLE   340,509 0 0
Bazaarvoice Inc COMMON STOCKS 073271108 2,344 297,130 SH   SOLE   297,130 0 0
CARBONITE COMMON STOCKS 014133710 24,961 2,085,377 SH   SOLE   2,085,377 0 0
CoStar Group COMMON STOCKS 22160N109 15,547 98,294 SH   SOLE   98,294 0 0
Cornerstone OnDemand COMMON STOCKS 21925Y103 15,388 334,367 SH   SOLE   334,367 0 0
Criteo SA-Spon ADR SPONS ADS 226718104 5,262 155,817 SH   SOLE   155,817 0 0
Digitalglobe COMMON STOCKS 25389M877 9,760 351,076 SH   SOLE   351,076 0 0
Equinix (public) COMMON STOCKS 29444U502 17,072 81,262 SH   SOLE   81,262 0 0
Euronet Worldwide Inc. COMMON STOCKS 298736109 17,001 352,415 SH   SOLE   352,415 0 0
Exar Corporation COMMON STOCKS 300645108 1,800 159,266 SH   SOLE   159,266 0 0
Facebook CL A 30303M102 28,516 423,776 SH   SOLE   423,776 0 0
Formfactor COMMON STOCKS 346375108 3,337 401,081 SH   SOLE   401,081 0 0
Gopro Inc CL A 38268T103 5,069 125,000 SH   SOLE   125,000 0 0
Infoblox COMMON STOCKS 45672H104 2,536 192,829 SH   SOLE   192,829 0 0
InterXion SHS N47279109 18,615 679,888 SH   SOLE   679,888 0 0
InvenSense COMMON STOCKS 46123D205 3,480 153,377 SH   SOLE   153,377 0 0
Iron Mountain COMMON STOCKS 462846106 9,079 256,110 SH   SOLE   256,110 0 0
Jive Software COMMON STOCKS 47760A108 2,151 252,784 SH   SOLE   252,784 0 0
Lam Research COMMON STOCKS 512807108 8,977 132,838 SH   SOLE   132,838 0 0
Lifelock COMMON STOCKS 53224V100 8,324 596,283 SH   SOLE   596,283 0 0
LinkedIn COM CLA A 53578A108 8,395 48,958 SH   SOLE   48,958 0 0
Marin Software COMMON STOCKS 56804T106 21,116 1,794,092 SH   SOLE   1,794,092 0 0
Microsoft COMMON STOCKS 594918104 4,057 97,300 SH   SOLE   97,300 0 0
Netflix COMMON STOCKS 64110L106 10,816 24,548 SH   SOLE   24,548 0 0
NextEra Energy Inc COMMON STOCKS 65339F101 1,363 13,300 SH   SOLE   13,300 0 0
Nextera Energy Partners LP COMMON STOCKS 65341B106 9,296 277,400 SH   SOLE   277,400 0 0
PDF Solutions COMMON STOCKS 693282105 156 7,331 SH   SOLE   7,331 0 0
Palo Alto Networks Inc. COMMON STOCKS 697435105 25,802 307,715 SH   SOLE   307,715 0 0
PANDORA COMMON STOCKS 698354107 408,526 13,848,354 SH   SOLE   13,848,354 0 0
Procera Networks Inc. COMMON STOCKS 74269U203 131 12,944 SH   SOLE   12,944 0 0
Q2 Holdings Inc COMMON STOCKS 74736L109 4,364 306,000 SH   SOLE   306,000 0 0
Rackspace Hosting COMMON STOCKS 750086100 4,736 140,700 SH   SOLE   140,700 0 0
RetailMeNot Inc COM SER 1 76132B106 5,224 196,300 SH   SOLE   196,300 0 0
Ringcentral Inc CL A 76680R206 1,923 127,100 SH   SOLE   127,100 0 0
Rovi Corp COMMON NEW 779376102 92 3,838 SH   SOLE   3,838 0 0
SBA Communications COMMON STOCKS 78388J106 10,639 104,000 SH   SOLE   104,000 0 0
Salesforce.com COMMON STOCKS 79466L302 5,333 91,822 SH   SOLE   91,822 0 0
Servicenow Inc COMMON STOCKS 81762P102 19,208 310,000 SH   SOLE   310,000 0 0
ShoreTel COMMON STOCKS 825211105 165 25,363 SH   SOLE   25,363 0 0
Shutterfly COMMON STOCKS 82568P304 15,204 353,100 SH   SOLE   353,100 0 0
Synaptics Inc COMMON STOCKS 87157D109 45,416 501,058 SH   SOLE   501,058 0 0
The Priceline Group COM NEW 741503403 17,822 14,815 SH   SOLE   14,815 0 0
Tribune Media Company CL A 896047503 7,663 90,100 SH   SOLE   90,100 0 0
Trinet Group Inc COMMON STOCKS 896288107 6,826 283,609 SH   SOLE   283,609 0 0
Vantiv CL A 92210H105 18,811 559,516 SH   SOLE   559,516 0 0
Visa COM CLA A 92826C839 22,408 106,345 SH   SOLE   106,345 0 0
Vocera Communications COMMON STOCKS 92857F107 6,931 525,084 SH   SOLE   525,084 0 0
Workday CL A 98138H101 18,429 205,091 SH   SOLE   205,091 0 0