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 |
| Activision Blizzard Inc | COM | 00507V109 | 23,250 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| Adobe Systems Incorporated | COM | 00724F101 | 28,522 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| Advanced Micro Devices Inc | COM | 007903107 | 24,335 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| Alphabet Inc | CAP STK CL A | 02079K305 | 49,500 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| Alphabet Inc | CAP STK CL C | 02079K107 | 11,431 | 5,526 | SH | SOLE | 5,526 | 0 | 0 | ||
| Amazon Com Inc | COM | 023135106 | 49,505 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| Amdocs Ltd | SHS | G02602103 | 18,590 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
| Apple Inc | COM | 037833100 | 47,639 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| Cisco Sys Inc | COM | 17275R102 | 10,342 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Citrix Sys Inc | COM | 177376100 | 9,825 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| Cognyte Software Ltd | ORD SHS | M25133105 | 2,698 | 97,000 | SH | SOLE | 97,000 | 0 | 0 | ||
| CyberArk Software Ltd | SHS | M2682V108 | 2,587 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Disney Walt Co | COM | 254687106 | 27,678 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| eBay Inc | COM | 278642103 | 18,984 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| Electronic Arts Inc | COM | 285512109 | 18,275 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| Facebook Inc | CL A | 30303M102 | 28,717 | 97,500 | SH | SOLE | 97,500 | 0 | 0 | ||
| Fireeye Inc | COM | 31816Q101 | 12,036 | 615,000 | SH | SOLE | 615,000 | 0 | 0 | ||
| Glu Mobile Inc | COM | 379890106 | 1,481 | 118,635 | SH | SOLE | 118,635 | 0 | 0 | ||
| International Business Machs | COM | 459200101 | 26,652 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Intuit | COM | 461202103 | 27,772 | 72,500 | SH | SOLE | 72,500 | 0 | 0 | ||
| Mastercard Incorporated | CL A | 57636Q104 | 28,484 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| MicroChip Technology Inc. | COM | 595017104 | 34,925 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| Microsoft Corp | COM | 594918104 | 74,268 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| Mimecast Ltd | ORD SHS | G14838109 | 2,976 | 74,000 | SH | SOLE | 74,000 | 0 | 0 | ||
| Netflix Inc | COM | 64110L106 | 6,782 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| New Relic Inc | COM | 64829B100 | 1,568 | 25,500 | SH | SOLE | 25,500 | 0 | 0 | ||
| Nvidia Corporation | COM | 67066G104 | 22,692 | 42,500 | SH | SOLE | 42,500 | 0 | 0 | ||
| Omnicell Com | COM | 68213N109 | 3,117 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| Oracle Corp | COM | 68389X105 | 19,648 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| Palo Alto Networks Inc | COM | 697435105 | 30,596 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| Paypal Hldgs Inc | COM | 70450Y103 | 16,999 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| Ping Identity Hldg Corp | COM | 72341T103 | 4,167 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| Salesforce Com Inc | COM | 79466L302 | 34,959 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| SPS COMM INC | COM | 78463M107 | 3,029 | 30,500 | SH | SOLE | 30,500 | 0 | 0 | ||
| Upland Software Inc | COM | 91544A109 | 5,097 | 108,000 | SH | SOLE | 108,000 | 0 | 0 | ||
| Varonis Sys Inc | COM | 922280102 | 1,925 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
| Veeva Sys Inc | CL A COM | 922475108 | 9,143 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Verint Sys Inc | COM | 92343X100 | 2,684 | 59,000 | SH | SOLE | 59,000 | 0 | 0 | ||
| Viavi Solutions Inc | COM | 925550105 | 3,925 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||