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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 34,265 | 416,495 | SH | SOLE | 416,495 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 63,566 | 146,436 | SH | SOLE | 146,436 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 71,687 | 1,116,876 | SH | SOLE | 1,116,876 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 62,722 | 500,076 | SH | SOLE | 500,076 | 0 | 0 | ||
| ARRIS GROUP INC NEW | COM | 04270V106 | 6,487 | 212,009 | SH | SOLE | 212,009 | 0 | 0 | ||
| ATMEL CORP | COM | 049513104 | 7,042 | 714,531 | SH | SOLE | 714,531 | 0 | 0 | ||
| AVAGO TECHNOLOGIES LTD | SHS | Y0486S104 | 27,125 | 204,055 | SH | SOLE | 204,055 | 0 | 0 | ||
| BARNES & NOBLE INC | COM | 067774109 | 11,422 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 55,145 | 829,254 | SH | SOLE | 829,254 | 0 | 0 | ||
| ELLIE MAE INC | COM | 28849P100 | 78,452 | 1,124,120 | SH | SOLE | 1,124,120 | 0 | 0 | ||
| EPAM SYS INC | COM | 29414B104 | 14,431 | 202,593 | SH | SOLE | 202,593 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 63,657 | 742,225 | SH | SOLE | 742,225 | 0 | 0 | ||
| FITBIT INC | CL A | 33812L102 | 803 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| GOOGLE INC | CL A | 38259P508 | 13,148 | 24,347 | SH | SOLE | 24,347 | 0 | 0 | ||
| GOOGLE INC | CL C | 38259P706 | 24,958 | 47,950 | SH | SOLE | 47,950 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM PAR $.001 | 44919P508 | 48,193 | 604,989 | SH | SOLE | 604,989 | 0 | 0 | ||
| IMPERVA INC | COM | 45321L100 | 8,463 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| INFINERA CORPORATION | COM | 45667G103 | 3,402 | 162,139 | SH | SOLE | 162,139 | 0 | 0 | ||
| INPHI CORP | COM | 45772F107 | 15,298 | 669,201 | SH | SOLE | 669,201 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 52,638 | 1,543,622 | SH | SOLE | 1,543,622 | 0 | 0 | ||
| MAXLINEAR INC | CL A | 57776J100 | 15,743 | 1,301,057 | SH | SOLE | 1,301,057 | 0 | 0 | ||
| MENTOR GRAPHICS CORP | COM | 587200106 | 10,046 | 380,095 | SH | SOLE | 380,095 | 0 | 0 | ||
| MICROSEMI CORP | COM | 595137100 | 17,115 | 489,694 | SH | SOLE | 489,694 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADR | 64110W102 | 90,010 | 621,336 | SH | SOLE | 621,336 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 11,366 | 322,977 | SH | SOLE | 322,977 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 41,024 | 234,828 | SH | SOLE | 234,828 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 52,531 | 654,427 | SH | SOLE | 654,427 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 45,258 | 649,980 | SH | SOLE | 649,980 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 679 | 19,998 | SH | SOLE | 19,998 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 35,694 | 309,573 | SH | SOLE | 309,573 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADR | 92763W103 | 30,319 | 1,362,639 | SH | SOLE | 1,362,639 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 18,835 | 797,417 | SH | SOLE | 797,417 | 0 | 0 | ||
| ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 8,827 | 79,489 | SH | SOLE | 79,489 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 56,512 | 2,544,419 | SH | SOLE | 2,544,419 | 0 | 0 | ||