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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 17,082 | 93,627 | SH | SOLE | 93,627 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 11,917 | 6,692 | SH | SOLE | 6,692 | 0 | 0 | ||
| ANAPLAN INC | COM | 03272L108 | 3,456 | 87,813 | SH | SOLE | 87,813 | 0 | 0 | ||
| COHERENT INC | COM | 192479103 | 9,212 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| CYPRESS SEMICONDUCTOR CORP | COM | 232806109 | 5,774 | 387,000 | SH | SOLE | 387,000 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 14,703 | 283,627 | SH | SOLE | 283,627 | 0 | 0 | ||
| GRUBHUB INC | COM | 400110102 | 3,112 | 44,800 | SH | SOLE | 44,800 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 6,596 | 55,927 | SH | SOLE | 55,927 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 7,166 | 72,600 | SH | SOLE | 72,600 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 1,843 | 17,750 | SH | SOLE | 17,750 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 7,171 | 45,277 | SH | SOLE | 45,277 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 4,723 | 19,163 | SH | SOLE | 19,163 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 15,946 | 390,928 | SH | SOLE | 390,928 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 20,910 | 136,800 | SH | SOLE | 136,800 | 0 | 0 | ||