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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 3,566 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 4,830 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 4,636 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | ADS | 01609W102 | 2,720 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| CROWN CASTLE INTL | COM | 22822V101 | 2,581 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 3,597 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
| CLOUDERA INC | COM | 18914U100 | 2,440 | 200,500 | SH | SOLE | 200,500 | 0 | 0 | ||
| CROWDSTRIKE | CL A | 22788C105 | 1,095 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 3,385 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| DOCUSIGN | COM | 256163106 | 1,012 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 2,945 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| FIREEYE INC | COM | 31816Q101 | 4,109 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 6,253 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| GREEN DOT CORP | CL A | 39304D102 | 1,602 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 2,488 | 1,203 | SH | SOLE | 1,203 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 4,125 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| HMS HOLDINGS CORP | COM | 40425J101 | 2,292 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 4,520 | 11,800 | SH | SOLE | 11,800 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 5,286 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 4,845 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
| MICROCHIP TECHNOLOGY | COM | 595017104 | 6,053 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
| MAXIM INTEGRATED PRODS | COM | 57772K101 | 2,923 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
| MAXLINEAR INC | COM | 57776J100 | 2,044 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 1,844 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| NATUS MED INC DEL | COM | 639050103 | 1,792 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 3,491 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| OOMA INC | COM | 683416101 | 1,664 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 4,186 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 5,659 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 2,709 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| TELADOC HEALTH INC | COM | 87918A105 | 1,817 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 7,441 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| UPWORK INC | COM | 91688F104 | 2,014 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 3,726 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| ZUORA INC | COM CL A | 98983V106 | 185 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||