The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 | 136,248 | 742,333 | SH | SOLE | 742,333 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 87,693 | 84,553 | SH | SOLE | 84,553 | 0 | 0 | ||
ALTERYX INC | COM CL A | 02156B103 | 40,538 | 1,187,391 | SH | SOLE | 1,187,391 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 266,797 | 184,336 | SH | SOLE | 184,336 | 0 | 0 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 67,585 | 340,374 | SH | SOLE | 340,374 | 0 | 0 | ||
COUPA SOFTWARE INC | COM | 22266L106 | 88,552 | 1,941,076 | SH | SOLE | 1,941,076 | 0 | 0 | ||
ELLIE MAE INC | COM | 28849P100 | 64,683 | 703,535 | SH | SOLE | 703,535 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 170,254 | 1,065,484 | SH | SOLE | 1,065,484 | 0 | 0 | ||
KULICKE & SOFFA INDS INC | COM | 501242101 | 85,640 | 3,424,212 | SH | SOLE | 3,424,212 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 92,051 | 1,442,810 | SH | SOLE | 1,442,810 | 0 | 0 | ||
MATCH GROUP INC | COM | 57665R106 | 85,158 | 1,916,239 | SH | SOLE | 1,916,239 | 0 | 0 | ||
MERCADOLIBRE INC | COM | 58733R102 | 105,578 | 296,243 | SH | SOLE | 296,243 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 52,957 | 1,015,678 | SH | SOLE | 1,015,678 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 58,921 | 645,564 | SH | SOLE | 645,564 | 0 | 0 | ||
MIMECAST LTD | ORD SHS | G14838109 | 29,171 | 823,354 | SH | SOLE | 823,354 | 0 | 0 | ||
MONGODB INC | CL A | 60937P106 | 24,168 | 556,862 | SH | SOLE | 556,862 | 0 | 0 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 36,755 | 317,479 | SH | SOLE | 317,479 | 0 | 0 | ||
MULESOFT INC | CL A | 625207105 | 103,492 | 2,353,158 | SH | SOLE | 2,353,158 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 198,618 | 672,485 | SH | SOLE | 672,485 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 101,142 | 436,730 | SH | SOLE | 436,730 | 0 | 0 | ||
PROOFPOINT INC | COM | 743424103 | 123,305 | 1,084,957 | SH | SOLE | 1,084,957 | 0 | 0 | ||
PROS HOLDINGS INC | COM | 74346Y103 | 27,722 | 839,796 | SH | SOLE | 839,796 | 0 | 0 | ||
RED HAT INC | COM | 756577102 | 57,172 | 382,396 | SH | SOLE | 382,396 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 90,769 | 1,429,436 | SH | SOLE | 1,429,436 | 0 | 0 | ||
SCIENTIFIC GAMES CORP | COM | 80874P109 | 86,857 | 2,087,901 | SH | SOLE | 2,087,901 | 0 | 0 | ||
SHOPIFY INC | CL A | 82509L107 | 182,972 | 1,468,594 | SH | SOLE | 1,468,594 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 141,945 | 1,442,680 | SH | SOLE | 1,442,680 | 0 | 0 | ||
SQUARE INC | CL A | 852234103 | 180,818 | 3,675,156 | SH | SOLE | 3,675,156 | 0 | 0 | ||
YY INC | ADS REPCOM CLA | 98426T106 | 63,990 | 608,267 | SH | SOLE | 608,267 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 91,740 | 1,916,448 | SH | SOLE | 1,916,448 | 0 | 0 |