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
Amazon.com COMMON STOCKS 023135106 18,051 15,435 SH   SOLE   15,435 0 0
Applied Materials COMMON STOCKS 038222105 21,113 413,000 SH   SOLE   413,000 0 0
Box Inc - Class A CL A 10316T104 27,453 1,299,842 SH   SOLE   1,299,842 0 0
Broadcom Limited SHS Y09827109 32,497 126,497 SH   SOLE   126,497 0 0
Carbonite COMMON STOCKS 141337105 9,335 371,911 SH   SOLE   371,911 0 0
Coupa Software Inc COMMON STOCKS 2266L1061 61,881 1,982,080 SH   SOLE   1,982,080 0 0
Crown Castle International COMMON STOCKS 22822V101 5,061 45,590 SH   SOLE   45,590 0 0
Cyrusone COMMON STOCKS 23283R100 21,776 365,794 SH   SOLE   365,794 0 0
Electronic Arts COMMON STOCKS 285512109 15,298 145,610 SH   SOLE   145,610 0 0
Equinix (private) COMMON STOCKS 29444U700 14,367 31,700 SH   SOLE   31,700 0 0
Euronet Worldwide COMMON STOCKS 298736109 9,040 107,271 SH   SOLE   107,271 0 0
Everbridge Inc COMMON STOCKS 29978A104 10,213 343,633 SH   SOLE   343,633 0 0
Expedia COMMON STOCKS 30212P303 31,428 262,402 SH   SOLE   262,402 0 0
Facebook CL A 30303M102 13,053 73,970 SH   SOLE   73,970 0 0
Formfactor COMMON STOCKS 346375108 13,889 887,458 SH   SOLE   887,458 0 0
InterXion SHS N47279109 5,068 86,000 SH   SOLE   86,000 0 0
Lam Research COMMON STOCKS 512807108 18,781 102,033 SH   SOLE   102,033 0 0
Marin Software COMMON STOCKS 56804T205 1,154 105,432 SH   SOLE   105,432 0 0
Okta Inc CL A 679295105 2,546 99,430 SH   SOLE   99,430 0 0
Oracle COMMON STOCKS 68389X105 27,180 574,880 SH   SOLE   574,880 0 0
Palo Alto Networks SHS 697435105 32,930 227,198 SH   SOLE   227,198 0 0
Pandora Media Inc. COMMON STOCKS 698354107 32,139 6,667,762 SH   SOLE   6,667,762 0 0
Paypal Holdings COMMON STOCKS 70450Y103 10,111 137,340 SH   SOLE   137,340 0 0
Salesforce.com COMMON STOCKS 79466L302 9,761 95,484 SH   SOLE   95,484 0 0
Smart Global Holdings SHS G8232Y101 4,769 141,499 SH   SOLE   141,499 0 0
Splunk COMMON STOCKS 848637104 2,496 30,130 SH   SOLE   30,130 0 0
Synaptics (Validity) COMMON STOCKS 87157D109 4,551 113,946 SH   SOLE   113,946 0 0
Talend SA ADS 874224207 19,730 526,414 SH   SOLE   526,414 0 0
Vantiv CL A 92210H105 17,659 240,090 SH   SOLE   240,090 0 0
Zendesk Inc COMMON STOCKS 98936J101 26,943 796,198 SH   SOLE   796,198 0 0