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 |
|
||||||||||||||||
| 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 |
| 58 COM INC | SPON ADR REP A | 31680Q104 | 6,845 | 123,000 | SH | SOLE | 123,000 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 28,947 | 308,600 | SH | SOLE | 308,600 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 59,125 | 77,500 | SH | SOLE | 77,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 20,777 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 9,717 | 154,000 | SH | SOLE | 154,000 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 252 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| BROADSOFT INC | COM | 11133B409 | 14,203 | 352,000 | SH | SOLE | 352,000 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 13,999 | 736,000 | SH | SOLE | 736,000 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 14,694 | 332,000 | SH | SOLE | 332,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 10,445 | 158,000 | SH | SOLE | 158,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 28,981 | 254,000 | SH | SOLE | 254,000 | 0 | 0 | ||
| FINISAR CORP | COM NEW | 31787A507 | 18,222 | 999,000 | SH | SOLE | 999,000 | 0 | 0 | ||
| JUNIPER NETWORKS INC | COM | 48203R104 | 11,556 | 453,000 | SH | SOLE | 453,000 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 22,547 | 836,000 | SH | SOLE | 836,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 11,654 | 114,000 | SH | SOLE | 114,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 29,532 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 13,260 | 352,000 | SH | SOLE | 352,000 | 0 | 0 | ||
| PRICELINE GRP INC | COM NEW | 741503403 | 17,401 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 5,681 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 8,760 | 114,000 | SH | SOLE | 114,000 | 0 | 0 | ||
| YAHOO INC | COM | 984332106 | 31,767 | 863,000 | SH | SOLE | 863,000 | 0 | 0 | ||