The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 8,853 230,200 SH   SOLE   230,200 0 0
ACTIVISION BLIZZARD INC COM 00507V109 9,222 136,700 SH   SOLE   136,700 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 22,630 123,300 SH   SOLE   123,300 0 0
ALPHABET INC CAP STK CL A 02079K305 19,913 19,200 SH   SOLE   19,200 0 0
AMAZON COM INC COM 023135106 24,156 16,690 SH   SOLE   16,690 0 0
AMERICAN TOWER CORP NEW COM 03027X100 13,168 90,600 SH   SOLE   90,600 0 0
APPLE INC COM 037833100 9,429 56,200 SH   SOLE   56,200 0 0
BOX INC CL A 10316T104 23,822 1,159,200 SH   SOLE   1,159,200 0 0
CISCO SYS INC COM 17275R102 23,538 548,800 SH   SOLE   548,800 0 0
COMMSCOPE HLDG CO INC COM 20337X109 16,392 410,100 SH   SOLE   410,100 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 22,163 202,200 SH   SOLE   202,200 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 8,944 417,375 SH   SOLE   417,375 0 0
FACEBOOK INC CL A 30303M102 18,131 113,470 SH   SOLE   113,470 0 0
FIREEYE INC COM 31816Q101 15,645 924,100 SH   SOLE   924,100 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 11,082 341,600 SH   SOLE   341,600 0 0
FORTINET INC COM 34959E109 12,800 238,900 SH   SOLE   238,900 0 0
INTERXION HOLDING N.V SHS N47279109 10,481 168,750 SH   SOLE   168,750 0 0
INTEL CORP COM 458140100 19,009 365,000 SH   SOLE   365,000 0 0
LUMENTUM HLDGS INC COM 55024U109 8,409 131,800 SH   SOLE   131,800 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 32,668 448,435 SH   SOLE   448,435 0 0
MONGODB INC CL A 60937P106 4,024 92,718 SH   SOLE   92,718 0 0
NETFLIX INC COM 64110L106 15,890 53,800 SH   SOLE   53,800 0 0
NEW RELIC INC COM 64829B100 15,743 212,400 SH   SOLE   212,400 0 0
PALO ALTO NETWORKS INC COM 697435105 25,395 139,900 SH   SOLE   139,900 0 0
PEGASYSTEMS INC COM 705573103 10,547 173,900 SH   SOLE   173,900 0 0
PURE STORAGE INC CL A 74624M102 10,873 545,000 SH   SOLE   545,000 0 0
RED HAT INC COM 756577102 13,247 88,600 SH   SOLE   88,600 0 0
SALESFORCE COM INC COM 79466L302 29,552 254,100 SH   SOLE   254,100 0 0
SPLUNK INC COM 848637104 17,115 173,951 SH   SOLE   173,951 0 0
T MOBILE US INC COM 872590104 10,267 168,200 SH   SOLE   168,200 0 0
TABLEAU SOFTWARE INC CL A 87336U105 7,460 92,300 SH   SOLE   92,300 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 9,934 101,600 SH   SOLE   101,600 0 0
TALEND S A ADS 874224207 6,688 138,979 SH   SOLE   138,979 0 0
VIAVI SOLUTIONS INC COM 925550105 15,867 1,632,400 SH   SOLE   1,632,400 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 13,977 840,971 SH   SOLE   840,971 0 0
WORKDAY INC CL A 98138H101 42,472 334,133 SH   SOLE   334,133 0 0
ZSCALER INC COM 98980G102 2,055 73,200 SH   SOLE   73,200 0 0