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 | 18,619 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
Adobe Systems Incorporated | COM | 00724F101 | 29,426 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
Advanced Micro Devices Inc | COM | 007903107 | 23,367 | 285,000 | SH | SOLE | 285,000 | 0 | 0 | ||
Alphabet Inc | CAP STK CL A | 02079K305 | 38,106 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
Alphabet Inc | CAP STK CL C | 02079K107 | 11,060 | 7,526 | SH | SOLE | 7,526 | 0 | 0 | ||
Amazon Com Inc | COM | 023135106 | 50,380 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
Amdocs Ltd | SHS | G02602103 | 17,223 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
Apple Inc | COM | 037833100 | 46,324 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
Cisco Sys Inc | COM | 17275R102 | 15,559 | 395,000 | SH | SOLE | 395,000 | 0 | 0 | ||
Citrix Sys Inc | COM | 177376100 | 18,591 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
CyberArk Software Ltd | SHS | M2682V108 | 1,986 | 19,200 | SH | SOLE | 19,200 | 0 | 0 | ||
Disney Walt Co | COM DISNEY | 254687106 | 20,473 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
eBay Inc | COM | 278642103 | 16,151 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
Electronic Arts Inc | COM | 285512109 | 17,605 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
Facebook Inc | CL A | 30303M102 | 25,535 | 97,500 | SH | SOLE | 97,500 | 0 | 0 | ||
Fireeye Inc | COM | 31816Q101 | 7,592 | 615,000 | SH | SOLE | 615,000 | 0 | 0 | ||
Glu Mobile Inc | COM | 379890106 | 604 | 78,635 | SH | SOLE | 78,635 | 0 | 0 | ||
Intel Corp | COM | 458140100 | 15,016 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
International Business Machs | COM | 459200101 | 27,984 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
Intuit | COM | 461202103 | 26,912 | 82,500 | SH | SOLE | 82,500 | 0 | 0 | ||
Mastercard Incorporated | CL A | 57636Q104 | 24,686 | 73,000 | SH | SOLE | 73,000 | 0 | 0 | ||
MicroChip Technology Inc. | COM | 595017104 | 23,121 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
Microsoft Corp | COM | 594918104 | 69,409 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
Mimecast Ltd | ORD SHS | G14838109 | 2,111 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
Netflix Inc | COM | 64110L106 | 6,500 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
New Relic Inc | COM | 64829B100 | 1,944 | 34,500 | SH | SOLE | 34,500 | 0 | 0 | ||
Nvidia Corporation | COM | 67066G104 | 24,355 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
Omnicell Com | COM | 68213N109 | 2,128 | 28,500 | SH | SOLE | 28,500 | 0 | 0 | ||
Oracle Corp | COM | 68389X105 | 21,791 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
Palo Alto Networks Inc | COM | 697435105 | 25,699 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
Paypal Hldgs Inc | COM | 70450Y103 | 22,264 | 113,000 | SH | SOLE | 113,000 | 0 | 0 | ||
Ping Identity Hldg Corp | COM | 72341T103 | 3,433 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
Salesforce Com Inc | COM | 79466L302 | 35,185 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
SPS Commerce Inc | COM | 78463M107 | 1,596 | 20,500 | SH | SOLE | 20,500 | 0 | 0 | ||
Tabula Rasa Healthcare Inc | COM | 873379101 | 693 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
Upland Software Inc | COM | 91544A109 | 3,318 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | ||
Varonis Sys Inc | COM | 922280102 | 750 | 6,500 | SH | SOLE | 6,500 | 0 | 0 | ||
Verint Sys Inc | COM | 92343X100 | 2,619 | 54,357 | SH | SOLE | 54,357 | 0 | 0 | ||
Viavi Solutions Inc | COM | 925550105 | 2,147 | 183,000 | SH | SOLE | 183,000 | 0 | 0 |