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
Alliance Data Systems COMMON STOCKS 018581108 24,542 114,400 SH   SOLE   114,400 0 0
Alphabet Inc CL A 02079K305 9,886 12,295 SH   SOLE   12,295 0 0
Amazon.com COMMON STOCKS 023135106 23,742 28,355 SH   SOLE   28,355 0 0
Applied Materials COMMON STOCKS 038222105 9,133 302,920 SH   SOLE   302,920 0 0
Blackhawk Network Holdings COMMON STOCKS 00923E104 2,530 83,870 SH   SOLE   83,870 0 0
Broadcom Limited SHS y09827109 22,026 127,670 SH   SOLE   127,670 0 0
Carbonite COMMON STOCKS 141337105 28,843 1,877,775 SH   SOLE   1,877,775 0 0
CPI CARD GROUP INC COMMON STOCKS 12634H101 4,492 743,761 SH   SOLE   743,761 0 0
Cyrusone COMMON STOCKS 23283R100 19,229 404,223 SH   SOLE   404,223 0 0
Equinix COMMON STOCKS 29444U700 15,620 43,360 SH   SOLE   43,360 0 0
Euronet Worldwide COMMON STOCKS 298736109 11,324 138,380 SH   SOLE   138,380 0 0
Everbridge Inc COMMON STOCKS 29978A104 3,096 183,640 SH   SOLE   183,640 0 0
Expedia COMMON NEW 30212P303 22,407 191,975 SH   SOLE   191,975 0 0
Facebook CL A 30303M102 15,359 119,742 SH   SOLE   119,742 0 0
Formfactor COMMON STOCKS 346375108 10,777 993,283 SH   SOLE   993,283 0 0
HealthEquity COMMON STOCKS 42226A107 5,310 140,303 SH   SOLE   140,303 0 0
InterXion SHS N47279109 19,542 539,548 SH   SOLE   539,548 0 0
KLA-Tencor COMMON STOCKS 482480100 5,014 71,920 SH   SOLE   71,920 0 0
Lam Research COMMON STOCKS 512807108 21,231 224,170 SH   SOLE   224,170 0 0
Lifelock COMMON STOCKS 53224V100 16,497 974,988 SH   SOLE   974,988 0 0
Marin Software COMMON STOCKS 56804T106 1,861 738,027 SH   SOLE   738,027 0 0
Match Group Inc COMMON STOCKS 57665R106 11,653 655,020 SH   SOLE   655,020 0 0
Nutanix Inc - A CL A 67059N108 426 11,500 SH   SOLE   11,500 0 0
Palo Alto Networks COMMON STOCKS 697435105 21,953 137,781 SH   SOLE   137,781 0 0
Pandora Media Inc. COMMON STOCKS 698354107 105,850 7,386,645 SH   SOLE   7,386,645 0 0
SBA Communications COMMON STOCKS 78388J106 20,015 178,453 SH   SOLE   178,453 0 0
Salesforce.com COMMON STOCKS 79466L302 14,484 203,060 SH   SOLE   203,060 0 0
Synaptics COMMON STOCKS 87157D959 13,113 223,844 SH   SOLE   223,844 0 0
Vantiv CL A 92210H105 18,768 333,535 SH   SOLE   333,535 0 0
Workday CL A 98138H101 9,745 106,280 SH   SOLE   106,280 0 0
Yelp CL A 985817105 18,672 447,770 SH   SOLE   447,770 0 0
Zendesk Inc COMMON NEW 98936J101 3,255 105,979 SH   SOLE   105,979 0 0
Zillow Group CL A 98954M101 24,346 706,697 SH   SOLE   706,697 0 0