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 |
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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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 35,090 | 589,947 | SH | SOLE | 589,947 | 0 | 0 | ||
ADOBE INC | COM | 00724F101 | 44,686 | 140,416 | SH | SOLE | 140,416 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 27,123 | 139,465 | SH | SOLE | 139,465 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 46,411 | 23,804 | SH | SOLE | 23,804 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 51,681 | 237,342 | SH | SOLE | 237,342 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 10,128 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 32,105 | 233,900 | SH | SOLE | 233,900 | 0 | 0 | ||
BLACKLINE INC | COM | 09239B109 | 2,631 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 9,179 | 233,500 | SH | SOLE | 233,500 | 0 | 0 | ||
COUPA SOFTWARE INC | COM | 22266L106 | 11,458 | 82,000 | SH | SOLE | 82,000 | 0 | 0 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 8,086 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 5,780 | 57,700 | SH | SOLE | 57,700 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 41,700 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 42,221 | 347,100 | SH | SOLE | 347,100 | 0 | 0 | ||
INPHI CORP | COM | 45772F107 | 94,926 | 1,199,017 | SH | SOLE | 1,199,017 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 56,117 | 1,385,600 | SH | SOLE | 1,385,600 | 0 | 0 | ||
LAM RESEARCH CORP | COM | 512807108 | 10,968 | 45,700 | SH | SOLE | 45,700 | 0 | 0 | ||
LYFT INC | CL A COM | 55087P104 | 13,092 | 487,600 | SH | SOLE | 487,600 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 17,679 | 781,200 | SH | SOLE | 781,200 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 21,764 | 138,000 | SH | SOLE | 138,000 | 0 | 0 | ||
NETEASE INC | SPONSORED ADS | 64110W102 | 36,461 | 113,600 | SH | SOLE | 113,600 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 60,850 | 162,050 | SH | SOLE | 162,050 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 24,673 | 93,600 | SH | SOLE | 93,600 | 0 | 0 | ||
PAGERDUTY INC | COM | 69553P100 | 4,199 | 243,000 | SH | SOLE | 243,000 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 48,547 | 296,090 | SH | SOLE | 296,090 | 0 | 0 | ||
PING IDENTITY HLDG CORP | COM | 72341T103 | 3,563 | 177,965 | SH | SOLE | 177,965 | 0 | 0 | ||
QORVO INC | COM | 74736K101 | 5,499 | 68,200 | SH | SOLE | 68,200 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 34,265 | 237,984 | SH | SOLE | 237,984 | 0 | 0 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 16,426 | 60,844 | SH | SOLE | 60,844 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 22,353 | 78,000 | SH | SOLE | 78,000 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 15,972 | 178,700 | SH | SOLE | 178,700 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 17,835 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 9,568 | 75,800 | SH | SOLE | 75,800 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 81,170 | 967,458 | SH | SOLE | 967,458 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 22,358 | 188,500 | SH | SOLE | 188,500 | 0 | 0 | ||
THE TRADE DESK INC | COM CL A | 88339J105 | 16,849 | 87,300 | SH | SOLE | 87,300 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 30,700 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 26,817 | 960,500 | SH | SOLE | 960,500 | 0 | 0 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 12,874 | 1,148,400 | SH | SOLE | 1,148,400 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 35,387 | 271,745 | SH | SOLE | 271,745 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 5,227 | 145,100 | SH | SOLE | 145,100 | 0 | 0 | ||
ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 22,561 | 154,400 | SH | SOLE | 154,400 | 0 | 0 | ||
ZSCALER INC | COM | 98980G102 | 5,471 | 89,900 | SH | SOLE | 89,900 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 57,945 | 8,459,166 | SH | SOLE | 8,459,166 | 0 | 0 |