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 |
ACACIA COMMUNICATIONS INC | COM | 00401C108 | 14,767 | 225,796 | SH | SOLE | 225,796 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 20,747 | 124,065 | SH | SOLE | 124,065 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 16,666 | 13,648 | SH | SOLE | 13,648 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 21,949 | 12,644 | SH | SOLE | 12,644 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 34,518 | 156,100 | SH | SOLE | 156,100 | 0 | 0 | ||
ANAPLAN INC | COM | 03272L108 | 19,679 | 418,700 | SH | SOLE | 418,700 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 28,892 | 129,000 | SH | SOLE | 129,000 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 11,946 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
AVALARA INC | COM | 05338G106 | 6,729 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
BLACKLINE INC | COM | 09239B109 | 2,391 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
BOX INC | CL A | 10316T104 | 3,757 | 226,900 | SH | SOLE | 226,900 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 31,113 | 112,700 | SH | SOLE | 112,700 | 0 | 0 | ||
COHERENT INC | COM | 192479103 | 10,069 | 65,500 | SH | SOLE | 65,500 | 0 | 0 | ||
COUPA SOFTWARE INC | COM | 22266L106 | 10,624 | 81,997 | SH | SOLE | 81,997 | 0 | 0 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 7,841 | 56,409 | SH | SOLE | 56,409 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 1,696 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
ELASTIC N V | ORD SHS | N14506104 | 8,234 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 70,733 | 397,200 | SH | SOLE | 397,200 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 47,422 | 357,200 | SH | SOLE | 357,200 | 0 | 0 | ||
HUYA INC | ADS REP SHS A | 44852D108 | 14,081 | 595,640 | SH | SOLE | 595,640 | 0 | 0 | ||
INPHI CORP | COM | 45772F107 | 24,420 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
INTELSAT S A | COM | L5140P101 | 8,285 | 363,387 | SH | SOLE | 363,387 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 13,992 | 496,000 | SH | SOLE | 496,000 | 0 | 0 | ||
LYFT INC | CL A COM | 55087P104 | 12,485 | 305,700 | SH | SOLE | 305,700 | 0 | 0 | ||
MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 7,145 | 332,425 | SH | SOLE | 332,425 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 18,875 | 755,900 | SH | SOLE | 755,900 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 42,886 | 160,250 | SH | SOLE | 160,250 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 60,775 | 298,167 | SH | SOLE | 298,167 | 0 | 0 | ||
PROOFPOINT INC | COM | 743424103 | 18,325 | 142,000 | SH | SOLE | 142,000 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 35,876 | 241,684 | SH | SOLE | 241,684 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 19,800 | 78,000 | SH | SOLE | 78,000 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 25,043 | 316,000 | SH | SOLE | 316,000 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 26,990 | 229,000 | SH | SOLE | 229,000 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 61,989 | 786,958 | SH | SOLE | 786,958 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 35,860 | 286,100 | SH | SOLE | 286,100 | 0 | 0 | ||
THE TRADE DESK INC | COM CL A | 88339J105 | 16,373 | 87,300 | SH | SOLE | 87,300 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 35,980 | 873,300 | SH | SOLE | 873,300 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 3,047 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 20,974 | 1,497,623 | SH | SOLE | 1,497,623 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 56,758 | 333,948 | SH | SOLE | 333,948 | 0 | 0 | ||
XILINX INC | COM | 983919101 | 24,659 | 257,133 | SH | SOLE | 257,133 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 17,345 | 238,000 | SH | SOLE | 238,000 | 0 | 0 | ||
ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 15,240 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 29,651 | 5,094,600 | SH | SOLE | 5,094,600 | 0 | 0 |