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 | 3,661 | 35,000 | SH | SOLE | 3,661 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 3,376 | 20,160 | SH | SOLE | 3,376 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 5,498 | 16,000 | SH | SOLE | 5,498 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 4,849 | 10,000 | SH | SOLE | 4,849 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | ADS | 01609W102 | 1,777 | 12,000 | SH | SOLE | 1,777 | 0 | 0 | ||
| CROWN CASTLE INTL | COM | 22822V101 | 2,600 | 15,000 | SH | SOLE | 2,600 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 2,857 | 42,000 | SH | SOLE | 2,857 | 0 | 0 | ||
| CLOUDERA INC | COM | 18914U100 | 3,202 | 200,500 | SH | SOLE | 3,202 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 3,819 | 45,000 | SH | SOLE | 3,819 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 3,394 | 10,000 | SH | SOLE | 3,394 | 0 | 0 | ||
| FIREEYE INC | COM | 31816Q101 | 3,738 | 210,000 | SH | SOLE | 3,738 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 6,390 | 40,000 | SH | SOLE | 6,390 | 0 | 0 | ||
| GREEN DOT CORP | CL A | 39304D102 | 1,762 | 35,000 | SH | SOLE | 1,762 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 3,206 | 1,203 | SH | SOLE | 3,206 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 5,347 | 2,000 | SH | SOLE | 5,347 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 6,366 | 11,800 | SH | SOLE | 6,366 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 5,352 | 16,000 | SH | SOLE | 5,352 | 0 | 0 | ||
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 5,347 | 19,000 | SH | SOLE | 5,347 | 0 | 0 | ||
| MICROCHIP TECHNOLOGY | COM | 595017104 | 5,986 | 39,000 | SH | SOLE | 5,986 | 0 | 0 | ||
| MAXLINEAR INC | COM | 57776J100 | 2,955 | 60,000 | SH | SOLE | 2,955 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 2,153 | 30,000 | SH | SOLE | 2,153 | 0 | 0 | ||
| NATUS MED INC DEL | COM | 639050103 | 1,756 | 70,000 | SH | SOLE | 1,756 | 0 | 0 | ||
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 4,403 | 80,000 | SH | SOLE | 4,403 | 0 | 0 | ||
| OOMA INC | COM | 683416101 | 1,861 | 100,000 | SH | SOLE | 1,861 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 6,227 | 13,000 | SH | SOLE | 6,227 | 0 | 0 | ||
| RINGCENTRAL INC | CL A | 76680R206 | 4,133 | 19,000 | SH | SOLE | 4,133 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 1,737 | 12,000 | SH | SOLE | 1,737 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 7,815 | 20,000 | SH | SOLE | 7,815 | 0 | 0 | ||
| UPWORK INC | COM | 91688F104 | 2,026 | 45,000 | SH | SOLE | 2,026 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 3,748 | 15,000 | SH | SOLE | 3,748 | 0 | 0 | ||
| WALKME LTD | ORD SHS | M97628107 | 1,488 | 50,000 | SH | SOLE | 1,488 | 0 | 0 | ||
| ZUORA INC | COM CL A | 98983V106 | 207 | 12,500 | SH | SOLE | 207 | 0 | 0 | ||