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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Adobe Systems Incorporated | COM | 00724F101 | 26,976 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| Advanced Micro Devices Inc | COM | 007903107 | 18,132 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | |||
| Alphabet Inc Cap Stk | CL A | 02079K305 | 42,529 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | |||
| Amazon Com Inc | COM | 023135106 | 31,813 | 308,000 | SH | SOLE | 308,000 | 0 | 0 | |||
| Amdocs Ltd | SHS | G02602103 | 26,888 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | |||
| Apple Inc | COM | 037833100 | 33,805 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | |||
| Autodesk Inc | COM | 052769106 | 18,318 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | |||
| Cisco Sys Inc | COM | 17275R102 | 7,841 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| Cognizant Technology Solutio | CL A | 192446102 | 12,491 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | |||
| Cyberark Software Ltd | SHS | M2682V108 | 2,294 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | |||
| Electronic Arts Inc | COM | 285512109 | 16,261 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | |||
| First Solar Inc | COM | 336433107 | 8,700 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| Fortinet Inc | COM | 34959E109 | 18,941 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | |||
| International Business Machs | COM | 459200101 | 28,840 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | |||
| Intuit | COM | 461202103 | 26,750 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| Mastercard Incorporated | CL A | 57636Q104 | 30,526 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | |||
| Microchip Technology Inc. | COM | 595017104 | 33,512 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| Qualys Inc | COM | 74758T303 | 59,102 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | |||
| New Relic Inc | COM | 64829B100 | 1,280 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | |||
| Nvidia Corporation | COM | 67066G104 | 19,444 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| Omnicell Com | COM | 68213N109 | 1,643 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | |||
| Oracle Corp | COM | 68389X105 | 24,159 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | |||
| Palo Alto Networks Inc | COM | 697435105 | 37,252 | 186,500 | SH | SOLE | 186,500 | 0 | 0 | |||
| Microsoft Corp | COM | 594918104 | 1,755 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | |||
| Sps Comm Inc | COM | 78463M107 | 3,503 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | |||
| Salesforce Inc | COM | 79466L302 | 32,964 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | |||
| Upland Software Inc | COM | 91544A109 | 627 | 145,865 | SH | SOLE | 145,865 | 0 | 0 | |||
| Varonis Sys Inc | COM | 922280102 | 1,131 | 43,500 | SH | SOLE | 43,500 | 0 | 0 | |||
| Veeva Sys Inc | CL A COM | 922475108 | 18,930 | 103,000 | SH | SOLE | 103,000 | 0 | 0 | |||
| Verint Sys Inc | COM | 92343X100 | 2,048 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | |||
| Viavi Solutions Inc | COM | 925550105 | 1,625 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| Disney Walt Co | COM | 254687106 | 19,525 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | |||
| Ebay Inc. | COM | 278642103 | 13,533 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | |||