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 184,395 869,376 SH   SOLE   869,376 0 0
ALPHABET INC CAP STK CL A 02079K305 193,240 144,275 SH   SOLE   144,275 0 0
ALTERYX INC COM CL A 02156B103 126,105 1,260,165 SH   SOLE   1,260,165 0 0
AMAZON COM INC COM 023135106 310,419 167,990 SH   SOLE   167,990 0 0
ANAPLAN INC COM 03272L108 56,254 1,073,547 SH   SOLE   1,073,547 0 0
AVALARA INC COM 05338G106 151,211 2,064,317 SH   SOLE   2,064,317 0 0
BILL COM HLDGS INC COM 090043100 4,566 120,000 SH   SOLE   120,000 0 0
CARVANA CO CL A 146869102 189,992 2,064,011 SH   SOLE   2,064,011 0 0
CERIDIAN HCM HLDG INC COM 15677J108 177,630 2,616,821 SH   SOLE   2,616,821 0 0
CIRRUS LOGIC INC COM 172755100 33,456 405,976 SH   SOLE   405,976 0 0
COUPA SOFTWARE INC COM 22266L106 459,104 3,139,172 SH   SOLE   3,139,172 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 49,595 994,492 SH   SOLE   994,492 0 0
DATADOG INC CL A COM 23804L103 114,736 3,036,954 SH   SOLE   3,036,954 0 0
DISNEY WALT CO COM DISNEY 254687106 239,258 1,654,279 SH   SOLE   1,654,279 0 0
FACEBOOK INC CL A 30303M102 227,604 1,108,912 SH   SOLE   1,108,912 0 0
FASTLY INC CL A 31188V100 39,271 1,956,712 SH   SOLE   1,956,712 0 0
FIVE9 INC COM 338307101 49,584 756,082 SH   SOLE   756,082 0 0
FORTINET INC COM 34959E109 210,255 1,969,418 SH   SOLE   1,969,418 0 0
GARMIN LTD SHS H2906T109 32,904 337,271 SH   SOLE   337,271 0 0
KULICKE & SOFFA INDS INC COM 501242101 93,361 3,432,399 SH   SOLE   3,432,399 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 111,496 4,197,885 SH   SOLE   4,197,885 0 0
MATCH GROUP INC COM 57665R106 150,330 1,830,834 SH   SOLE   1,830,834 0 0
MERCADOLIBRE INC COM 58733R102 28,713 50,202 SH   SOLE   50,202 0 0
MICROSOFT CORP COM 594918104 360,240 2,284,337 SH   SOLE   2,284,337 0 0
MIMECAST LTD ORD SHS G14838109 153,607 3,540,957 SH   SOLE   3,540,957 0 0
MONGODB INC CL A 60937P106 155,539 1,181,820 SH   SOLE   1,181,820 0 0
MONOLITHIC PWR SYS INC COM 609839105 71,060 399,171 SH   SOLE   399,171 0 0
OKTA INC CL A 679295105 215,607 1,868,827 SH   SOLE   1,868,827 0 0
REVOLVE GROUP INC CL A 76156B107 8,955 487,763 SH   SOLE   487,763 0 0
SERVICENOW INC COM 81762P102 222,894 789,507 SH   SOLE   789,507 0 0
SHOPIFY INC CL A 82509L107 280,327 705,084 SH   SOLE   705,084 0 0
SMARTSHEET INC COM CL A 83200N103 251,234 5,592,916 SH   SOLE   5,592,916 0 0
SNAP INC CL A 83304A106 52,402 3,208,969 SH   SOLE   3,208,969 0 0
STONECO LTD COM CL A G85158106 113,601 2,847,860 SH   SOLE   2,847,860 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 152,955 2,632,623 SH   SOLE   2,632,623 0 0
TESLA INC COM 88160R101 137,622 328,979 SH   SOLE   328,979 0 0
TWILIO INC CL A 90138F102 91,669 932,737 SH   SOLE   932,737 0 0
WAYFAIR INC CL A 94419L101 124,678 1,379,634 SH   SOLE   1,379,634 0 0
WORKDAY INC CL A 98138H101 58,640 356,582 SH   SOLE   356,582 0 0
ZENDESK INC COM 98936J101 206,308 2,692,261 SH   SOLE   2,692,261 0 0