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 |
| ACACIA COMMUNICATIONS INC | COM | 00401C108 | 35,265 | 614,900 | SH | SOLE | 614,900 | 0 | 0 | ||
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 12,384 | 272,000 | SH | SOLE | 272,000 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 25,318 | 138,765 | SH | SOLE | 138,765 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 57,638 | 48,975 | SH | SOLE | 48,975 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 8,619 | 4,840 | SH | SOLE | 4,840 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 24,504 | 129,000 | SH | SOLE | 129,000 | 0 | 0 | ||
| CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 21,403 | 167,209 | SH | SOLE | 167,209 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 18,786 | 112,700 | SH | SOLE | 112,700 | 0 | 0 | ||
| FORTINET INC | COM | 34959E109 | 8,397 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| GRUBHUB INC | COM | 400110102 | 8,107 | 116,700 | SH | SOLE | 116,700 | 0 | 0 | ||
| HUYA INC | ADS REP SHS A | 44852D108 | 10,445 | 371,300 | SH | SOLE | 371,300 | 0 | 0 | ||
| INPHI CORP | COM | 45772F107 | 2,187 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| INTELSAT S A | COM | L5140P101 | 6,996 | 446,775 | SH | SOLE | 446,775 | 0 | 0 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 14,963 | 496,300 | SH | SOLE | 496,300 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 20,513 | 362,800 | SH | SOLE | 362,800 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 587 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADR | 64110W102 | 6,540 | 27,087 | SH | SOLE | 27,087 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 18,095 | 50,750 | SH | SOLE | 50,750 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 3,741 | 37,900 | SH | SOLE | 37,900 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 72,412 | 298,140 | SH | SOLE | 298,140 | 0 | 0 | ||
| PURE STORAGE INC | CL A | 74624M102 | 7,082 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 48,113 | 303,800 | SH | SOLE | 303,800 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 19,177 | 77,800 | SH | SOLE | 77,800 | 0 | 0 | ||
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | 26,058 | 315,927 | SH | SOLE | 315,927 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 28,533 | 229,000 | SH | SOLE | 229,000 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 70,510 | 1,020,400 | SH | SOLE | 1,020,400 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 66,718 | 524,180 | SH | SOLE | 524,180 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 18,874 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 18,347 | 558,000 | SH | SOLE | 558,000 | 0 | 0 | ||
| ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 40,276 | 122,000 | SH | SOLE | 122,000 | 0 | 0 | ||
| VIAVI SOLUTIONS INC | COM | 925550105 | 23,933 | 1,933,223 | SH | SOLE | 1,933,223 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 82,925 | 429,998 | SH | SOLE | 429,998 | 0 | 0 | ||
| XILINX INC | COM | 983919101 | 36,399 | 287,083 | SH | SOLE | 287,083 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 40,520 | 476,700 | SH | SOLE | 476,700 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 10,058 | 1,887,000 | SH | SOLE | 1,887,000 | 0 | 0 | ||