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 | 37,212 | 626,247 | SH | SOLE | 626,247 | 0 | 0 | ||
ADOBE INC | COM | 00724F101 | 11,345 | 34,400 | SH | SOLE | 34,400 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 32,614 | 153,765 | SH | SOLE | 153,765 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 38,773 | 28,948 | SH | SOLE | 28,948 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 22,366 | 12,104 | SH | SOLE | 12,104 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 39,125 | 170,242 | SH | SOLE | 170,242 | 0 | 0 | ||
ANAPLAN INC | COM | 03272L108 | 21,940 | 418,700 | SH | SOLE | 418,700 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 37,881 | 129,000 | SH | SOLE | 129,000 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 10,170 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
AVALARA INC | COM | 05338G106 | 5,999 | 81,900 | SH | SOLE | 81,900 | 0 | 0 | ||
BLACKLINE INC | COM | 09239B109 | 2,578 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
BOX INC | CL A | 10316T104 | 3,807 | 226,900 | SH | SOLE | 226,900 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 11,199 | 233,500 | SH | SOLE | 233,500 | 0 | 0 | ||
COHERENT INC | COM | 192479103 | 8,051 | 48,400 | SH | SOLE | 48,400 | 0 | 0 | ||
COUPA SOFTWARE INC | COM | 22266L106 | 11,993 | 82,000 | SH | SOLE | 82,000 | 0 | 0 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 8,019 | 56,409 | SH | SOLE | 56,409 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 1,603 | 42,429 | SH | SOLE | 42,429 | 0 | 0 | ||
ELASTIC N V | ORD SHS | N14506104 | 6,430 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 51,887 | 252,800 | SH | SOLE | 252,800 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 55,260 | 397,300 | SH | SOLE | 397,300 | 0 | 0 | ||
FISERV INC | COM | 337738108 | 12,002 | 103,800 | SH | SOLE | 103,800 | 0 | 0 | ||
INPHI CORP | COM | 45772F107 | 22,695 | 306,600 | SH | SOLE | 306,600 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 40,419 | 1,147,300 | SH | SOLE | 1,147,300 | 0 | 0 | ||
JUNIPER NETWORKS INC | COM | 48203R104 | 42,510 | 1,725,941 | SH | SOLE | 1,725,941 | 0 | 0 | ||
LYFT INC | CL A COM | 55087P104 | 20,959 | 487,200 | SH | SOLE | 487,200 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 22,966 | 864,700 | SH | SOLE | 864,700 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 51,852 | 160,250 | SH | SOLE | 160,250 | 0 | 0 | ||
PAGERDUTY INC | COM | 69553P100 | 5,684 | 243,000 | SH | SOLE | 243,000 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 52,162 | 225,567 | SH | SOLE | 225,567 | 0 | 0 | ||
PROOFPOINT INC | COM | 743424103 | 18,962 | 165,200 | SH | SOLE | 165,200 | 0 | 0 | ||
PURE STORAGE INC | CL A | 74624M102 | 5,547 | 324,200 | SH | SOLE | 324,200 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 38,706 | 237,984 | SH | SOLE | 237,984 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 22,021 | 78,000 | SH | SOLE | 78,000 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 6,733 | 55,700 | SH | SOLE | 55,700 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 42,311 | 2,591,025 | SH | SOLE | 2,591,025 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 11,353 | 75,800 | SH | SOLE | 75,800 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 47,809 | 609,658 | SH | SOLE | 609,658 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 23,078 | 188,500 | SH | SOLE | 188,500 | 0 | 0 | ||
THE TRADE DESK INC | COM CL A | 88339J105 | 22,679 | 87,300 | SH | SOLE | 87,300 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 28,565 | 960,500 | SH | SOLE | 960,500 | 0 | 0 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 28,169 | 1,877,923 | SH | SOLE | 1,877,923 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 44,984 | 273,545 | SH | SOLE | 273,545 | 0 | 0 | ||
XILINX INC | COM | 983919101 | 4,823 | 49,333 | SH | SOLE | 49,333 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 18,238 | 238,000 | SH | SOLE | 238,000 | 0 | 0 | ||
ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 10,505 | 154,400 | SH | SOLE | 154,400 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 35,734 | 5,838,900 | SH | SOLE | 5,838,900 | 0 | 0 |