The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 18,271 | 472,000 | SH | SOLE | 472,000 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 20,385 | 217,000 | SH | SOLE | 217,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 22,999 | 283,000 | SH | SOLE | 283,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 55,628 | 71,500 | SH | SOLE | 71,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 39,202 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 15,415 | 159,000 | SH | SOLE | 159,000 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 15,140 | 194,500 | SH | SOLE | 194,500 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 301 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| BROADSOFT INC | COM | 11133B409 | 14,285 | 404,000 | SH | SOLE | 404,000 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 6,248 | 302,000 | SH | SOLE | 302,000 | 0 | 0 | ||
| CIRRUS LOGIC INC | COM | 172755100 | 12,580 | 426,000 | SH | SOLE | 426,000 | 0 | 0 | ||
| CTRIP COM INTL LTD | AMERICAN DEP SHS | 22943F100 | 11,629 | 251,000 | SH | SOLE | 251,000 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 12,095 | 176,000 | SH | SOLE | 176,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 20,932 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| FINISAR CORP | COM NEW | 31787A507 | 10,861 | 747,000 | SH | SOLE | 747,000 | 0 | 0 | ||
| JUNIPER NETWORKS INC | COM | 48203R104 | 40,296 | 1,460,000 | SH | SOLE | 1,460,000 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 25,213 | 1,145,000 | SH | SOLE | 1,145,000 | 0 | 0 | ||
| MICROSTRATEGY INC | CL A NEW | 594972408 | 13,805 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 27,852 | 243,500 | SH | SOLE | 243,500 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 50,450 | 643,500 | SH | SOLE | 643,500 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 6,236 | 179,000 | SH | SOLE | 179,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 19,936 | 754,000 | SH | SOLE | 754,000 | 0 | 0 | ||