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
Adaptive Biotechnologies Corp COMMON STOCKS 00650F109 242 5,000 SH   SOLE   5,000 0 0
Box Inc - Class A CL A 10316T104 2,357 133,843 SH   SOLE   133,843 0 0
Carvana Co COMMON STOCKS 146869102 23,502 375,489 SH   SOLE   375,489 0 0
Coupa Software Inc COMMON STOCKS 22266L106 65,608 518,192 SH   SOLE   518,192 0 0
Euronet Worldwide COMMON STOCKS 298736109 33,362 198,300 SH   SOLE   198,300 0 0
Fireeye COMMON STOCKS 31816Q101 10,844 804,496 SH   SOLE   804,496 0 0
Formfactor COMMON STOCKS 346375108 6,399 408,339 SH   SOLE   408,339 0 0
I3 Verticals Inc COMMON CL A 46571y107 8,767 297,691 SH   SOLE   297,691 0 0
iShares Trust Russell 2000 Growth RUS 2000 GRW ETF 464287648 1,051 5,230 SH   SOLE   5,230 0 0
Lam Research COMMON STOCKS 512807108 11,445 60,931 SH   SOLE   60,931 0 0
Marvell Technology ORD G5876H105 9,273 388,476 SH   SOLE   388,476 0 0
MercadoLibre COMMON STOCKS 58733R102 37,575 61,420 SH   SOLE   61,420 0 0
Monolithic Power Systems COMMON STOCKS 609839105 10,758 79,230 SH   SOLE   79,230 0 0
Nutanix Inc - A CL A 67059N108 4,547 175,270 SH   SOLE   175,270 0 0
Palo Alto Networks COMMON STOCKS 697435105 27,927 137,058 SH   SOLE   137,058 0 0
Paypal Holdings COMMON STOCKS 70450Y103 17,618 153,920 SH   SOLE   153,920 0 0
Personalis, Inc. COMMON STOCKS 71535D106 5,430 200,000 SH   SOLE   200,000 0 0
Proofpoint Inc COMMON STOCKS 743424103 17,025 141,577 SH   SOLE   141,577 0 0
SPDR Trust Series I TR UNIT 78462F103 1,037 3,540 SH   SOLE   3,540 0 0
Salesforce.com COMMON STOCKS 79466L302 2,145 14,134 SH   SOLE   14,134 0 0
Sirius XM Radio COMMON STOCKS 82967N108 26,638 4,773,817 SH   SOLE   4,773,817 0 0
Smart Global Holdings SHS G8232Y101 5,427 236,039 SH   SOLE   236,039 0 0
Symantec COMMON STOCKS 871503108 15,978 734,287 SH   SOLE   734,287 0 0
Tableau Software CL A 87336U105 38,573 232,339 SH   SOLE   232,339 0 0
Talend SA ADS 874224207 21,974 569,410 SH   SOLE   569,410 0 0
Worldpay Inc CL A 92210H105 33,468 273,099 SH   SOLE   273,099 0 0