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 |
| Adobe Systems Incorporated | COM | 00724F101 | 16,512 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| Advanced Micro Devices Inc | COM | 007903107 | 13,306 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| Alphabet Inc | CL A | 02079K305 | 43,043 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| Alphabet Inc | CAP STK CL C | 02079K107 | 2,934 | 30,520 | SH | SOLE | 30,520 | 0 | 0 | ||
| Amazon Com Inc | COM | 023135106 | 34,804 | 308,000 | SH | SOLE | 308,000 | 0 | 0 | ||
| Amdocs Ltd | SHS | G02602103 | 22,246 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| Apple Inc | COM | 037833100 | 30,404 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| Autodesk Inc | COM | 052769106 | 14,944 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| Cisco Sys Inc | COM | 17275R102 | 6,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| Cognizant Technology Solutio | CL A | 192446102 | 11,775 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| Cyberark Software Ltd | SHS | M2682V108 | 2,699 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| Electronic Arts Inc | COM | 285512109 | 15,621 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| First Solar Inc | COM | 336433107 | 3,968 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| International Business Machs | COM | 459200101 | 26,138 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| Intuit | COM | 461202103 | 23,239 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| Mastercard Incorporated | CL A | 57636Q104 | 21,894 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
| Microchip Technology Inc. | COM | 595017104 | 24,412 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| Microsoft Corp | COM | 594918104 | 47,745 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| New Relic Inc | COM | 64829B100 | 975 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
| Nvidia Corporation | COM | 67066G104 | 8,497 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| Omnicell Com | COM | 68213N109 | 2,089 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| Oracle Corp | COM | 68389X105 | 15,878 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| Palo Alto Networks Inc | COM | 697435105 | 27,271 | 166,500 | SH | SOLE | 166,500 | 0 | 0 | ||
| Paypal Hldgs Inc | COM | 70450Y103 | 6,025 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| Ping Identity Hldg Corp | COM | 72341T103 | 2,947 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| Sps Comm Inc | COM | 78463M107 | 2,857 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| Salesforce Inc | COM | 79466L302 | 20,857 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| Upland Software Inc | COM | 91544A109 | 1,186 | 145,865 | SH | SOLE | 145,865 | 0 | 0 | ||
| Varonis Sys Inc | COM | 922280102 | 1,154 | 43,500 | SH | SOLE | 43,500 | 0 | 0 | ||
| Veeva Sys Inc | CL A COM | 922475108 | 15,334 | 93,000 | SH | SOLE | 93,000 | 0 | 0 | ||
| Verint Sys Inc | COM | 92343X100 | 1,847 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| Viavi Solutions Inc | COM | 925550105 | 2,610 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Disney Walt Co | COM | 254687106 | 18,394 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| Ebay Inc. | COM | 278642103 | 11,227 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||