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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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 6,701 89,832 SH   SOLE   89,832 0 0
Cardlytics Inc COMMON STOCKS 14161W105 8,979 256,846 SH   SOLE   256,846 0 0
Carvana Co COMMON STOCKS 146869102 19,225 348,976 SH   SOLE   348,976 0 0
Casper Sleep, Inc COMMON STOCKS 147626105 2,638 683,435 SH   SOLE   683,435 0 0
Coupa Software Inc COMMON STOCKS 22266L106 69,243 495,542 SH   SOLE   495,542 0 0
Euronet Worldwide COMMON STOCKS 298736109 15,450 180,236 SH   SOLE   180,236 0 0
Fidelity National Information Services COMMON STOCKS 31620M106 25,420 208,975 SH   SOLE   208,975 0 0
FireEye COMMON STOCKS 31816QAB7 1,965 185,703 SH   SOLE   185,703 0 0
Formfactor COMMON STOCKS 346375108 2,046 101,853 SH   SOLE   101,853 0 0
Grid Dynamics Holdings Inc COMMON CL A 39813G109 1,618 202,280 SH   SOLE   202,280 0 0
I3 Verticals Inc COMMON CL A 46571y107 4,983 261,051 SH   SOLE   261,051 0 0
Lam Research COMMON STOCKS 512807108 13,145 54,771 SH   SOLE   54,771 0 0
Marvell Technology ORD G5876H105 12,821 566,536 SH   SOLE   566,536 0 0
MercadoLibre COMMON STOCKS 58733R102 23,789 48,690 SH   SOLE   48,690 0 0
Micron Technology COMMON STOCKS 595112103 4,619 109,809 SH   SOLE   109,809 0 0
Monolithic Power Systems COMMON STOCKS 609839105 5,871 35,059 SH   SOLE   35,059 0 0
Norton Life Lock COMMON STOCKS 668771108 4,460 238,367 SH   SOLE   238,367 0 0
Nutanix Inc - A CL A 67059N108 17,860 1,130,358 SH   SOLE   1,130,358 0 0
Palo Alto Networks COMMON STOCKS 697435105 22,568 137,642 SH   SOLE   137,642 0 0
Paypal Holdings COMMON STOCKS 70450Y103 12,160 127,010 SH   SOLE   127,010 0 0
Peloton Interactive, Inc. CL A 70614W100 12,740 479,834 SH   SOLE   479,834 0 0
Proofpoint Inc COMMON STOCKS 743424103 11,081 108,012 SH   SOLE   108,012 0 0
Salesforce.com COMMON STOCKS 79466L302 26,266 182,426 SH   SOLE   182,426 0 0
Sirius XM Radio COMMON STOCKS 82967N108 888 179,771 SH   SOLE   179,771 0 0
Smart Global Holdings SHS G8232Y101 14,045 577,977 SH   SOLE   577,977 0 0
Zendesk Inc COMMON STOCKS 98936J101 6,780 105,924 SH   SOLE   105,924 0 0