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
Estimated average burden
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
Alvalara Inc COMMON STOCKS 05538G106 8,883 121,267 SH   SOLE   121,267 0 0
Box Inc - Class A CL A 10316T104 766 45,665 SH   SOLE   45,665 0 0
Cardlytics Inc COMMON STOCKS 14161W105 9,560 152,086 SH   SOLE   152,086 0 0
Carvana Co COMMON STOCKS 146869102 28,560 310,269 SH   SOLE   310,269 0 0
Coupa Software Inc COMMON STOCKS 22266L106 72,749 497,422 SH   SOLE   497,422 0 0
Euronet Worldwide COMMON STOCKS 298736109 30,581 194,090 SH   SOLE   194,090 0 0
Fidelity National Information Services COMMON STOCKS 31620M106 31,652 227,566 SH   SOLE   227,566 0 0
FireEye COMMON STOCKS 31816QAB7 3,147 190,374 SH   SOLE   190,374 0 0
Formfactor COMMON STOCKS 346375108 5,580 214,857 SH   SOLE   214,857 0 0
GTY Holdings COMMON STOCKS 362409104 444 94,209 SH   SOLE   94,209 0 0
I3 Verticals Inc COMMON CL A 46571y107 10,821 383,057 SH   SOLE   383,057 0 0
Lam Research COMMON STOCKS 512807108 19,518 66,751 SH   SOLE   66,751 0 0
Marvell Technology ORD G5876H105 14,285 537,836 SH   SOLE   537,836 0 0
MercadoLibre COMMON STOCKS 58733R102 35,924 62,810 SH   SOLE   62,810 0 0
Monolithic Power Systems COMMON STOCKS 609839105 8,390 47,129 SH   SOLE   47,129 0 0
Norton Life Lock COMMON STOCKS 668771108 6,961 272,767 SH   SOLE   272,767 0 0
Nutanix Inc - A CL A 67059N108 27,519 880,331 SH   SOLE   880,331 0 0
Palo Alto Networks COMMON STOCKS 697435105 35,490 153,470 SH   SOLE   153,470 0 0
Paypal Holdings COMMON STOCKS 70450Y103 13,506 124,860 SH   SOLE   124,860 0 0
Peloton Interactive, Inc. CL A 70614W900 8,954 315,284 SH   SOLE   315,284 0 0
Proofpoint Inc COMMON STOCKS 743424103 16,499 143,747 SH   SOLE   143,747 0 0
Pure Storage Inc CL A 74624M102 4,641 271,248 SH   SOLE   271,248 0 0
Salesforce.com COMMON STOCKS 79466L302 35,219 216,545 SH   SOLE   216,545 0 0
Sirius XM Radio COMMON STOCKS 82967N108 1,643 229,771 SH   SOLE   229,771 0 0
Smart Global Holdings SHS G8232Y101 8,806 232,093 SH   SOLE   232,093 0 0