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 |
ADOBE SYSTEMS, INC. | ADBE | 00724F101 | 15,302 | 50,990 | SH | SOLE | 50,990 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC. | AMD | 007903107 | 18,569 | 453,120 | SH | SOLE | 453,120 | 0 | 0 | ||
ALIBABA GROUP HOLDING LTD. -ADR | BABA | 01609W102 | 9,754 | 53,490 | SH | SOLE | 53,490 | 0 | 0 | ||
ALPHABET, INC. (CLASS A) | GOOGL | 02079K305 | 12,172 | 9,350 | SH | SOLE | 9,350 | 0 | 0 | ||
AMAZON.COM, INC. | AMZN | 023135106 | 17 | 10 | SH | SOLE | 10 | 0 | 0 | ||
APPLE, INC. | AAPL | 037833100 | 15,597 | 59,260 | SH | SOLE | 59,260 | 0 | 0 | ||
APPLIED MATERIALS, INC. | AMAT | 038222105 | 23,883 | 400,390 | SH | SOLE | 400,390 | 0 | 0 | ||
ARISTA NETWORKS, INC. | ANET | 040413106 | 2 | 10 | SH | SOLE | 10 | 0 | 0 | ||
ASML HOLDING N.V. | ASML | N07059210 | 6,070 | 22,575 | SH | SOLE | 22,575 | 0 | 0 | ||
ATLASSIAN ORD SHS CLASS A | TEAM | G06242104 | 1 | 10 | SH | SOLE | 10 | 0 | 0 | ||
CADENCE DESIGN SYSTEMS INC. | CDNS | 127387108 | 1 | 10 | SH | SOLE | 10 | 0 | 0 | ||
CARVAVA CL A ORD | CVNA | 146869102 | 9 | 100 | SH | SOLE | 100 | 0 | 0 | ||
COUPA SOFTWARE INC. ORD | COUP | 22266L106 | 2 | 10 | SH | SOLE | 10 | 0 | 0 | ||
EDWARDS LIFESCIENCES ORD | EW | 28176E108 | 2 | 10 | SH | SOLE | 10 | 0 | 0 | ||
FACEBOOK, INC. (CLASS A) | FB | 30303M102 | 6,447 | 32,640 | SH | SOLE | 32,640 | 0 | 0 | ||
FISERV, INC. | FISV | 337738108 | 14,227 | 123,340 | SH | SOLE | 123,340 | 0 | 0 | ||
GLOBAL PAYMENTS INC | GPN | 37940X102 | 15,950 | 88,360 | SH | SOLE | 88,360 | 0 | 0 | ||
INSULET CORP | PODD | 45784P101 | 2 | 10 | SH | SOLE | 10 | 0 | 0 | ||
INTEL CORP. | INTC | 458140100 | 1 | 10 | SH | SOLE | 10 | 0 | 0 | ||
INVESCO QQQ | QQQ | 46090E103 | 2 | 10 | SH | SOLE | 10 | 0 | 0 | ||
LAM RESEARCH CORP. | LRCX | 512807108 | 12,212 | 44,550 | SH | SOLE | 44,550 | 0 | 0 | ||
LATTICE SEMICONDUCTOR CORP. | LSCC | 518415104 | 0 | 10 | SH | SOLE | 10 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD. | MRVL | G5876H105 | 19,191 | 727,210 | SH | SOLE | 727,210 | 0 | 0 | ||
MASTERCARD, INC. | MA | 57636Q104 | 11,016 | 38,600 | SH | SOLE | 38,600 | 0 | 0 | ||
MATCH GROUP ORD | MTCH | 57665R106 | 1 | 10 | SH | SOLE | 10 | 0 | 0 | ||
MICRON TECHNOLOGY, INC. | MU | 595112103 | 0 | 10 | SH | SOLE | 10 | 0 | 0 | ||
MICROSOFT CORP. | MSFT | 594918104 | 34,116 | 228,020 | SH | SOLE | 228,020 | 0 | 0 | ||
MONGODB CL A ORD | MDB | 60937P106 | 1 | 10 | SH | SOLE | 10 | 0 | 0 | ||
NETFLIX, INC. | NFLX | 64110L106 | 3 | 10 | SH | SOLE | 10 | 0 | 0 | ||
NVIDIA CORP. | NVDA | 67066G104 | 21,944 | 103,910 | SH | SOLE | 103,910 | 0 | 0 | ||
OKTA,INC. CLASS A ORD | OKTA | 679295105 | 1 | 10 | SH | SOLE | 10 | 0 | 0 | ||
PAYCOM SOFTWARE, INC. | PAYC | 70432V102 | 3 | 10 | SH | SOLE | 10 | 0 | 0 | ||
PAYPAL HOLDINGS, INC. | PYPL | 70450Y103 | 1 | 10 | SH | SOLE | 10 | 0 | 0 | ||
QORVO ORD | QRVO | 74736K101 | 1 | 10 | SH | SOLE | 10 | 0 | 0 | ||
QUALCOMM, INC. | QCOM | 747525103 | 1 | 10 | SH | SOLE | 10 | 0 | 0 | ||
RINGCENTRAL INC-CLASS A | RNG | 76680R206 | 24,691 | 144,020 | SH | SOLE | 144,020 | 0 | 0 | ||
ROKU, INC. (CLASS A) | ROKU | 77543R102 | 9,774 | 61,500 | SH | SOLE | 61,500 | 0 | 0 | ||
SALESFORCE.COM, INC. | CRM | 79466L302 | 9,400 | 57,250 | SH | SOLE | 57,250 | 0 | 0 | ||
SERVICENOW, INC. | NOW | 81762P102 | 16,210 | 57,280 | SH | SOLE | 57,280 | 0 | 0 | ||
SHOPIFY CL A SUB VTG ORD | SHOP | 82509L107 | 9,435 | 29,760 | SH | SOLE | 29,760 | 0 | 0 | ||
SKYWORKS SOLTUIONS INC | SWKS | 83088M102 | 10 | 100 | SH | SOLE | 100 | 0 | 0 | ||
SQUARE, INC. (CLASS A) | SQ | 852234103 | 1 | 10 | SH | SOLE | 10 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR | TSM | 874039100 | 1 | 10 | SH | SOLE | 10 | 0 | 0 | ||
TERADYNE INC. | TER | 880770102 | 7,562 | 118,440 | SH | SOLE | 118,440 | 0 | 0 | ||
TWILIO INC CL A | TWLO | 90138F102 | 1 | 10 | SH | SOLE | 10 | 0 | 0 | ||
VANECK VECTORS SEMICONDUCTOR ETF | SMH | 92189F676 | 1 | 10 | SH | SOLE | 10 | 0 | 0 | ||
VEEVA SYSTEMS INC- CLASS A | VEEV | 922475108 | 2 | 10 | SH | SOLE | 10 | 0 | 0 | ||
WORKDAY, INC. (CLASS A) | WDAY | 98138H101 | 2 | 10 | SH | SOLE | 10 | 0 | 0 |