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 |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 43,079 | 601,908 | SH | SOLE | 601,908 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 139,170 | 807,110 | SH | SOLE | 807,110 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 56,530 | 2,662,755 | SH | SOLE | 2,662,755 | 0 | 0 | ||
| AMBARELLA INC | SHS | G037AX101 | 27,093 | 461,154 | SH | SOLE | 461,154 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 27,464 | 158,000 | SH | SOLE | 158,000 | 0 | 0 | ||
| ELLIE MAE INC | COM | 28849P100 | 35,313 | 395,000 | SH | SOLE | 395,000 | 0 | 0 | ||
| GROUPON INC | COM | 399473107 | 106,482 | 20,878,862 | SH | SOLE | 20,878,862 | 0 | 0 | ||
| ILG INC | COM | 44967H101 | 55,945 | 1,964,377 | SH | SOLE | 1,964,377 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 57,543 | 2,680,169 | SH | SOLE | 2,680,169 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 83,281 | 2,659,888 | SH | SOLE | 2,659,888 | 0 | 0 | ||
| MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 27,982 | 432,492 | SH | SOLE | 432,492 | 0 | 0 | ||
| MONOTYPE IMAGING HOLDINGS IN | COM | 61022P100 | 19,242 | 798,440 | SH | SOLE | 798,440 | 0 | 0 | ||
| NETAPP INC | COM | 64110D104 | 32,545 | 588,307 | SH | SOLE | 588,307 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 109,522 | 1,165,128 | SH | SOLE | 1,165,128 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 43,163 | 1,685,399 | SH | SOLE | 1,685,399 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 18,553 | 886,000 | SH | SOLE | 886,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 56,136 | 387,307 | SH | SOLE | 387,307 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 92,451 | 1,255,780 | SH | SOLE | 1,255,780 | 0 | 0 | ||
| RED HAT INC | COM | 756577102 | 97,375 | 810,785 | SH | SOLE | 810,785 | 0 | 0 | ||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 147,183 | 900,972 | SH | SOLE | 900,972 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 36,512 | 280,023 | SH | SOLE | 280,023 | 0 | 0 | ||
| SINCLAIR BROADCAST GROUP INC | CL A | 829226109 | 18,471 | 488,000 | SH | SOLE | 488,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 36,075 | 2,469,216 | SH | SOLE | 2,469,216 | 0 | 0 | ||
| STAMPS COM INC | COM NEW | 852857200 | 113,773 | 605,173 | SH | SOLE | 605,173 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 65,913 | 952,495 | SH | SOLE | 952,495 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 84,809 | 3,532,247 | SH | SOLE | 3,532,247 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 54,559 | 316,007 | SH | SOLE | 316,007 | 0 | 0 | ||
| VIASAT INC | COM | 92552V100 | 29,715 | 397,000 | SH | SOLE | 397,000 | 0 | 0 | ||
| VMWARE INC | CL A COM | 928563402 | 143,151 | 1,142,280 | SH | SOLE | 1,142,280 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 56,278 | 1,718,427 | SH | SOLE | 1,718,427 | 0 | 0 | ||