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
Estimated average burden
hours per response: 23.8
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
58 COM INC SPON ADR REP A 31680Q104 12,581 226,073 SH   SOLE 0 226,073 0 0
ADOBE SYS INC COM 00724F101 16,240 173,132 SH   SOLE 0 173,132 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 28,285 357,899 SH   SOLE 0 357,899 0 0
ALPHABET INC CAP STK CL C 02079K107 23,245 31,204 SH   SOLE 0 31,204 0 0
ALPHABET INC CAP STK CL A 02079K305 58,118 76,181 SH   SOLE 0 76,181 0 0
AMAZON COM INC COM 023135106 90,300 152,113 SH   SOLE 0 152,113 0 0
APPLE INC COM 037833100 26,570 243,785 SH   SOLE 0 243,785 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 10,896 730,804 SH   SOLE 0 730,804 0 0
ATLASSIAN CORP PLC CL A G06242104 5,966 237,198 SH   SOLE 0 237,198 0 0
CIRRUS LOGIC INC COM 172755100 17,573 482,631 SH   SOLE 0 482,631 0 0
ELECTRONIC ARTS INC COM 285512109 12,256 185,388 SH   SOLE 0 185,388 0 0
ELLIE MAE INC COM 28849P100 73,364 809,395 SH   SOLE 0 809,395 0 0
EPAM SYS INC COM 29414B104 10,543 141,190 SH   SOLE 0 141,190 0 0
FABRINET SHS G3323L100 36,950 1,142,184 SH   SOLE 0 1,142,184 0 0
FACEBOOK INC CL A 30303M102 70,569 618,488 SH   SOLE 0 618,488 0 0
HUBSPOT INC COM 443573100 35,457 812,864 SH   SOLE 0 812,864 0 0
INPHI CORP COM 45772F107 15,003 450,007 SH   SOLE 0 450,007 0 0
INTERACTIVE INTELLIGENCE GRO COM 45841V109 29,669 814,641 SH   SOLE 0 814,641 0 0
LENDINGTREE INC NEW COM 52603B107 17,116 175,041 SH   SOLE 0 175,041 0 0
MAXLINEAR INC CL A 57776J100 41,336 2,234,383 SH   SOLE 0 2,234,383 0 0
MICROSOFT CORP COM 594918104 63,876 1,156,554 SH   SOLE 0 1,156,554 0 0
MICROSTRATEGY INC CL A NEW 594972408 12,707 70,703 SH   SOLE 0 70,703 0 0
MONOLITHIC PWR SYS INC COM 609839105 10,133 159,223 SH   SOLE 0 159,223 0 0
NETEASE INC SPONSORED ADR 64110W102 39,345 274,030 SH   SOLE 0 274,030 0 0
NETFLIX INC COM 64110L106 12,778 124,988 SH   SOLE 0 124,988 0 0
NEW RELIC INC COM 64829B100 23,312 893,853 SH   SOLE 0 893,853 0 0
NVIDIA CORP COM 67066G104 10,689 300,000 SH   SOLE 0 300,000 0 0
OCLARO INC COM NEW 67555N206 42,328 7,838,514 SH   SOLE 0 7,838,514 0 0
PALO ALTO NETWORKS INC COM 697435105 29,113 178,452 SH   SOLE 0 178,452 0 0
PROOFPOINT INC COM 743424103 23,152 430,486 SH   SOLE 0 430,486 0 0
SALESFORCE COM INC COM 79466L302 54,058 732,190 SH   SOLE 0 732,190 0 0
SHOPIFY INC CL A 82509L107 12,120 429,632 SH   SOLE 0 429,632 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 12,516 971,719 SH   SOLE 0 971,719 0 0
WAYFAIR INC CL A 94419L101 15,263 353,156 SH   SOLE 0 353,156 0 0
ZENDESK INC COM 98936J101 81,916 3,913,816 SH   SOLE 0 3,913,816 0 0