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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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
Amazon.com COMMON STOCKS 023135106 5,427 3,193 SH   SOLE   3,193 0 0
Box Inc - Class A CL A 10316T104 8,156 326,359 SH   SOLE   326,359 0 0
Broadcom Inc COMMON STOCKS 11135F101 14,337 59,087 SH   SOLE   59,087 0 0
Coupa Software Inc COMMON STOCKS 2266L1061 45,741 734,896 SH   SOLE   734,896 0 0
Cyrusone COMMON STOCKS 23283R100 11,406 195,449 SH   SOLE   195,449 0 0
Domo Inc COMMON CL B 257554105 273 10,000 SH   SOLE   10,000 0 0
Equinix (private) COMMON STOCKS 29444U700 13,628 31,700 SH   SOLE   31,700 0 0
Euronet Worldwide COMMON STOCKS 298736109 17,524 209,191 SH   SOLE   209,191 0 0
Everbridge Inc COMMON STOCKS 29978A104 5,666 119,475 SH   SOLE   119,475 0 0
Facebook CL A 30303M102 23,996 123,486 SH   SOLE   123,486 0 0
Formfactor COMMON STOCKS 346375108 8,582 645,297 SH   SOLE   645,297 0 0
GreenSky Inc. CL A 39572G100 5,595 264,540 SH   SOLE   264,540 0 0
I3 Verticals Inc COMMON CL B 46571y107 3,885 255,240 SH   SOLE   255,240 0 0
InterXion SHS N47279109 1,892 30,310 SH   SOLE   30,310 0 0
Lam Research COMMON STOCKS 512807108 13,777 79,703 SH   SOLE   79,703 0 0
MercadoLibre COMMON STOCKS 58733R102 15,395 51,500 SH   SOLE   51,500 0 0
New York Times CL A 650111107 6,084 234,920 SH   SOLE   234,920 0 0
Oracle COMMON STOCKS 68389X105 11,328 257,100 SH   SOLE   257,100 0 0
Palo Alto Networks SHS 697435105 33,502 163,050 SH   SOLE   163,050 0 0
Pandora Media Inc. COMMON STOCKS 698354107 34,123 4,330,347 SH   SOLE   4,330,347 0 0
Paypal Holdings COMMON STOCKS 70450Y103 15,065 180,920 SH   SOLE   180,920 0 0
Pivotal Software Inc COMMON CL A 72582h107 3,002 123,700 SH   SOLE   123,700 0 0
Salesforce.com COMMON STOCKS 79466L302 22,571 165,474 SH   SOLE   165,474 0 0
Smart Global Holdings SHS G8232Y101 4,673 146,619 SH   SOLE   146,619 0 0
Symantec COMMON STOCKS 871503108 9,798 474,488 SH   SOLE   474,488 0 0
Talend SA ADS 874224207 28,160 452,154 SH   SOLE   452,154 0 0
Tesla Motors COMMON STOCKS 88160R101 4,267 12,443 SH   SOLE   12,443 0 0
Worldpay Inc CL A 92210H105 17,960 219,618 SH   SOLE   219,618 0 0
Zillow CL A 98954M200 13,462 227,935 SH   SOLE   227,935 0 0