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
ADOBE SYSTEMS, INC. ADBE 00724F101 17,511 59,430 SH   SOLE   59,430 0 0
ADVANCED MICRO DEVICES INC. AMD 007903107 5,791 190,690 SH   SOLE   190,690 0 0
ALIBABA GROUP HOLDING LTD. -ADR BABA 01609W102 13,410 79,140 SH   SOLE   79,140 0 0
ALPHABET, INC. (CLASS A) GOOGL 02079K305 5 5 SH   SOLE   5 0 0
AMAZON.COM, INC. AMZN 023135106 17,308 9,140 SH   SOLE   9,140 0 0
APPLE, INC. AAPL 037833100 2 10 SH   SOLE   10 0 0
ARISTA NETWORKS, INC. ANET 040413106 11,666 44,935 SH   SOLE   44,935 0 0
ATLASSIAN ORD SHS CLASS A TEAM G06242104 8,857 67,690 SH   SOLE   67,690 0 0
BROADCOM LTD. AVGO 11135F101 3 10 SH   SOLE   10 0 0
CADENCE DESIGN SYSTEMS INC. CDNS 127387108 7,577 107,010 SH   SOLE   107,010 0 0
CHEGG ORD CHGG 163092109 7,841 203,200 SH   SOLE   203,200 0 0
CISCO SYSTEMS, INC. CSCO 17275R102 1 10 SH   SOLE   10 0 0
COUPA SOFTWARE INC. ORD COUP 22266L106 7,459 58,910 SH   SOLE   58,910 0 0
CYBERARK SOFTWARE LTD CYBR M2682V108 1 10 SH   SOLE   10 0 0
FACEBOOK, INC. (CLASS A) FB 30303M102 20,879 108,180 SH   SOLE   108,180 0 0
INVESCO QQQ QQQ 46090E103 2 10 SH   SOLE   10 0 0
LATTICE SEMICONDUCTOR CORP. LSCC 518415104 1 100 SH   SOLE   100 0 0
MARVELL TECHNOLOGY GROUP LTD. MRVL G5876H105 2 100 SH   SOLE   100 0 0
MASTERCARD, INC. MA 57636Q104 19,472 73,610 SH   SOLE   73,610 0 0
MATCH GROUP ORD MTCH 57665R106 1 10 SH   SOLE   10 0 0
MICROSOFT CORP. MSFT 594918104 17,234 128,650 SH   SOLE   128,650 0 0
MONGODB CL A ORD MDB 60937P106 2 10 SH   SOLE   10 0 0
NETFLIX, INC. NFLX 64110L106 11,813 32,160 SH   SOLE   32,160 0 0
NVIDIA CORP. NVDA 67066G104 5,879 35,800 SH   SOLE   35,800 0 0
OKTA,INC. CLASS A ORD OKTA 679295105 1 10 SH   SOLE   10 0 0
PALO ALTO NETWORKS, INC. PANW 697435105 2 10 SH   SOLE   10 0 0
PAYCOM SOFTWARE, INC. PAYC 70432V102 14,574 64,280 SH   SOLE   64,280 0 0
PAYPAL HOLDINGS, INC. PYPL 70450Y103 8,565 74,830 SH   SOLE   74,830 0 0
QUALCOMM, INC. QCOM 747525103 1 10 SH   SOLE   10 0 0
RINGCENTRAL INC-CLASS A RNG 76680R206 1 10 SH   SOLE   10 0 0
ROKU, INC. (CLASS A) ROKU 77543R102 5,794 63,970 SH   SOLE   63,970 0 0
SALESFORCE.COM, INC. CRM 79466L302 2 10 SH   SOLE   10 0 0
SERVICENOW, INC. NOW 81762P102 16,491 60,060 SH   SOLE   60,060 0 0
SHOPIFY CL A SUB VTG ORD SHOP 82509L107 9,050 30,150 SH   SOLE   30,150 0 0
SLACK TECHNOLOGIES CL A ORD WORK 83088V102 1,500 40,000 SH   SOLE   40,000 0 0
SQUARE, INC. (CLASS A) SQ 852234103 11,545 159,170 SH   SOLE   159,170 0 0
TWILIO INC CL A TWLO 90138F102 17,667 129,570 SH   SOLE   129,570 0 0
TWITTER, INC. TWTR 90184L102 0 10 SH   SOLE   10 0 0
VANECK VECTORS SEMICONDUCTOR ETF SMH 92189F676 6,193 56,210 SH   SOLE   56,210 0 0
VEEVA SYSTEMS INC- CLASS A VEEV 922475108 8,640 53,300 SH   SOLE   53,300 0 0
WORKDAY, INC. (CLASS A) WDAY 98138H101 11,332 55,120 SH   SOLE   55,120 0 0
ZENDESK ORD SHS ZEN 98936J101 8,845 99,350 SH   SOLE   99,350 0 0
ZSCALER ORD ZS 98980G102 1 10 SH   SOLE   10 0 0