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
Alliance Data Systems COMMON STOCKS 018581108 23,796 104,138 SH   SOLE   104,138 0 0
Amazon.com COMMON STOCKS 023135106 23,750 31,672 SH   SOLE   31,672 0 0
Applied Materials COMMON STOCKS 038222105 8,697 269,517 SH   SOLE   269,517 0 0
Blackhawk Network Holdings COMMON STOCKS 09238E104 5,782 153,470 SH   SOLE   153,470 0 0
Box Inc CL A 10316T104 4,063 293,170 SH   SOLE   293,170 0 0
Broadcom Limited SHS y09827109 23,941 135,437 SH   SOLE   135,437 0 0
CPI CARD GROUP INC COMMON STOCKS 12634H101 2,834 682,861 SH   SOLE   682,861 0 0
Carbonite COMMON STOCKS 141337105 20,537 1,252,226 SH   SOLE   1,252,226 0 0
Coupa Software Inc COMMON STOCKS 2266L1061 118,344 4,731,839 SH   SOLE   4,731,839 0 0
Cyrusone COMMON STOCKS 23283R100 13,293 297,179 SH   SOLE   297,179 0 0
Equinix COMMON STOCKS 29444U700 11,330 31,700 SH   SOLE   31,700 0 0
Euronet Worldwide COMMON STOCKS 298736109 16,842 232,531 SH   SOLE   232,531 0 0
Everbridge Inc COMMON STOCKS 29978A104 3,068 166,309 SH   SOLE   166,309 0 0
Expedia COMMON STOCKS 30212P303 25,869 228,362 SH   SOLE   228,362 0 0
Facebook CL A 30303M102 12,243 106,412 SH   SOLE   106,412 0 0
Formfactor COMMON STOCKS 346375108 9,760 871,394 SH   SOLE   871,394 0 0
Fossil Inc. COMMON STOCKS 34988V106 3,569 137,993 SH   SOLE   137,993 0 0
InterXion COMMON STOCKS N47279109 15,929 454,209 SH   SOLE   454,209 0 0
Lam Research COMMON STOCKS 512807108 21,433 202,713 SH   SOLE   202,713 0 0
LendingClub COMMON STOCKS 52603A109 1,231 234,510 SH   SOLE   234,510 0 0
Lifelock COMMON STOCKS 53224V100 20,293 848,371 SH   SOLE   848,371 0 0
Marin Software COMMON STOCKS 56804T106 1,733 738,027 SH   SOLE   738,027 0 0
Match Group Inc COMMON STOCKS 57665R106 11,830 691,788 SH   SOLE   691,788 0 0
Palo Alto Networks COMMON STOCKS 697435105 18,735 149,818 SH   SOLE   149,818 0 0
Pandora Media Inc. COMMON STOCKS 698354107 96,321 7,386,645 SH   SOLE   7,386,645 0 0
Qualcomm COMMON STOCKS 747525103 6,023 92,380 SH   SOLE   92,380 0 0
Salesforce.com COMMON STOCKS 79466L302 20,368 297,514 SH   SOLE   297,514 0 0
Synaptics COMMON STOCKS 87157D109 16,374 305,595 SH   SOLE   305,595 0 0
Vantiv CL A 92210H105 11,885 199,340 SH   SOLE   199,340 0 0
Workday CL A 98138H101 11,043 167,097 SH   SOLE   167,097 0 0
Yelp CL A 985817105 27,359 717,510 SH   SOLE   717,510 0 0
Zendesk Inc COMMON NEW 98936J101 1,305 61,544 SH   SOLE   61,544 0 0
Zillow Group CL A 98954M101 14,421 395,643 SH   SOLE   395,643 0 0