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
Estimated average burden
hours per response: 23.8
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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 106,395 755,112 SH   SOLE   755,112 0 0
ALPHABET INC CAP STK CL A 02079K305 83,377 89,684 SH   SOLE   89,684 0 0
AMAZON COM INC COM 023135106 172,209 177,902 SH   SOLE   177,902 0 0
APPIAN CORP CL A 03782L101 4,447 244,993 SH   SOLE   244,993 0 0
APPLE INC COM 037833100 60,789 422,086 SH   SOLE   422,086 0 0
BOX INC CL A 10316T104 32,382 1,775,308 SH   SOLE   1,775,308 0 0
CEVA INC COM 157210105 21,272 468,040 SH   SOLE   468,040 0 0
COGNEX CORP COM 192422103 17,063 200,982 SH   SOLE   200,982 0 0
ELLIE MAE INC COM 28849P100 98,980 900,559 SH   SOLE   900,559 0 0
FABRINET SHS G3323L100 37,883 888,013 SH   SOLE   888,013 0 0
FACEBOOK INC CL A 30303M102 78,240 518,215 SH   SOLE   518,215 0 0
FIVE9 INC COM 338307101 21,296 989,592 SH   SOLE   989,592 0 0
INSTRUCTURE INC COM 45781U103 41,834 1,418,086 SH   SOLE   1,418,086 0 0
LAM RESEARCH CORP COM 512807108 56,761 401,339 SH   SOLE   401,339 0 0
LUMENTUM HLDGS INC COM 55024U109 48,785 855,120 SH   SOLE   855,120 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 17,135 307,247 SH   SOLE   307,247 0 0
MERCADOLIBRE INC COM 58733R102 46,704 186,161 SH   SOLE   186,161 0 0
MONOLITHIC PWR SYS INC COM 609839105 23,932 248,254 SH   SOLE   248,254 0 0
NETEASE INC SPONSORED ADR 64110W102 62,776 208,815 SH   SOLE   208,815 0 0
NETFLIX INC COM 64110L106 46,280 309,753 SH   SOLE   309,753 0 0
OKTA INC CL A 679295105 2,165 94,952 SH   SOLE   94,952 0 0
PEGASYSTEMS INC COM 705573103 60,203 1,031,758 SH   SOLE   1,031,758 0 0
RINGCENTRAL INC CL A 76680R206 39,450 1,079,356 SH   SOLE   1,079,356 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 36,929 1,414,907 SH   SOLE   1,414,907 0 0
SHOPIFY INC CL A 82509L107 83,514 961,030 SH   SOLE   961,030 0 0
STAMPS COM INC COM NEW 852857200 21,793 140,715 SH   SOLE   140,715 0 0
TESLA INC COM 88160R101 66,601 184,178 SH   SOLE   184,178 0 0
ZENDESK INC COM 98936J101 40,378 1,453,503 SH   SOLE   1,453,503 0 0