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

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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 13,137 79,736 SH   SOLE   79,736 0 0
ARISTA NETWORKS INC COM 040413106 5,875 22,098 SH   SOLE   22,098 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 6,511 175,164 SH   SOLE   175,164 0 0
DOCUSIGN INC COM 256163106 4,491 85,425 SH   SOLE   85,425 0 0
MICROSOFT CORP COM 594918104 10,571 92,427 SH   SOLE   92,427 0 0
NETFLIX INC COM 64110L106 14,753 39,434 SH   SOLE   39,434 0 0
NEW RELIC INC COM 64829B100 3,901 41,400 SH   SOLE   41,400 0 0
NVIDIA CORP COM 67066G104 7,641 27,189 SH   SOLE   27,189 0 0
SALESFORCE COM INC COM 79466L302 5,372 33,777 SH   SOLE   33,777 0 0
SERVICENOW INC COM 81762P102 6,781 34,663 SH   SOLE   34,663 0 0
SMARTSHEET INC COM CL A 83200N103 8,619 275,727 SH   SOLE   275,727 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 3,025 164,925 SH   SOLE   164,925 0 0
YELP INC CL A 985817105 8,658 175,984 SH   SOLE   175,984 0 0