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 2,763 10 SH   SOLE   10 0 0
ADVANCED MICRO DEVICES INC. AMD 007903107 290 10 SH   SOLE   10 0 0
ALIBABA GROUP HOLDING LTD. -ADR BABA 01609W102 17,905,316 107,070 SH   SOLE   107,070 0 0
ALPHABET, INC. (CLASS A) GOOGL 02079K305 6,106 5 SH   SOLE   5 0 0
AMAZON.COM, INC. AMZN 023135106 9,790,532 5,640 SH   SOLE   5,640 0 0
APPLE, INC. AAPL 037833100 20,929,997 93,450 SH   SOLE   93,450 0 0
APPLIED MATERIALS, INC. AMAT 038222105 16,428,577 329,230 SH   SOLE   329,230 0 0
ARISTA NETWORKS, INC. ANET 040413106 2,389 10 SH   SOLE   10 0 0
ATLASSIAN ORD SHS CLASS A TEAM G06242104 1,254 10 SH   SOLE   10 0 0
CADENCE DESIGN SYSTEMS INC. CDNS 127387108 661 10 SH   SOLE   10 0 0
CHEGG ORD CHGG 163092109 300 10 SH   SOLE   10 0 0
COUPA SOFTWARE INC. ORD COUP 22266L106 13,431,226 103,660 SH   SOLE   103,660 0 0
CYBERARK SOFTWARE LTD CYBR M2682V108 998 10 SH   SOLE   10 0 0
FACEBOOK, INC. (CLASS A) FB 30303M102 1,781 10 SH   SOLE   10 0 0
INSULET CORP PODD 45784P101 10,110,209 61,300 SH   SOLE   61,300 0 0
INVESCO QQQ QQQ 46090E103 1,888 10 SH   SOLE   10 0 0
LAM RESEARCH CORP. LRCX 512807108 16,843,297 72,880 SH   SOLE   72,880 0 0
LATTICE SEMICONDUCTOR CORP. LSCC 518415104 14,358,113 785,240 SH   SOLE   785,240 0 0
MARVELL TECHNOLOGY GROUP LTD. MRVL G5876H105 14,958,279 599,050 SH   SOLE   599,050 0 0
MASTERCARD, INC. MA 57636Q104 43,377,876 159,730 SH   SOLE   159,730 0 0
MATCH GROUP ORD MTCH 57665R106 714 10 SH   SOLE   10 0 0
MICRON TECHNOLOGY, INC. MU 595112103 429 10 SH   SOLE   10 0 0
MICROSOFT CORP. MSFT 594918104 18,737,073 134,770 SH   SOLE   134,770 0 0
MONGODB CL A ORD MDB 60937P106 1,205 10 SH   SOLE   10 0 0
NETFLIX, INC. NFLX 64110L106 2,676 10 SH   SOLE   10 0 0
NVIDIA CORP. NVDA 67066G104 14,983,946 86,080 SH   SOLE   86,080 0 0
OKTA,INC. CLASS A ORD OKTA 679295105 985 10 SH   SOLE   10 0 0
PAYCOM SOFTWARE, INC. PAYC 70432V102 2,095 10 SH   SOLE   10 0 0
PAYPAL HOLDINGS, INC. PYPL 70450Y103 1,036 10 SH   SOLE   10 0 0
QUALCOMM, INC. QCOM 747525103 763 10 SH   SOLE   10 0 0
RINGCENTRAL INC-CLASS A RNG 76680R206 14,215,916 113,130 SH   SOLE   113,130 0 0
ROKU, INC. (CLASS A) ROKU 77543R102 1,018 10 SH   SOLE   10 0 0
SALESFORCE.COM, INC. CRM 79466L302 10,395,253 70,030 SH   SOLE   70,030 0 0
SERVICENOW, INC. NOW 81762P102 2,539 10 SH   SOLE   10 0 0
SHOPIFY CL A SUB VTG ORD SHOP 82509L107 15,006,429 48,150 SH   SOLE   48,150 0 0
SQUARE, INC. (CLASS A) SQ 852234103 620 10 SH   SOLE   10 0 0
TEXAS INSTRUMENTS, INC. TXN 882508104 9,128,221 70,630 SH   SOLE   70,630 0 0
TWILIO INC CL A TWLO 90138F102 12,531,042 113,960 SH   SOLE   113,960 0 0
TWITTER, INC. TWTR 90184L102 13,522,664 328,220 SH   SOLE   328,220 0 0
VANECK VECTORS SEMICONDUCTOR ETF SMH 92189F676 1,191 10 SH   SOLE   10 0 0
VEEVA SYSTEMS INC- CLASS A VEEV 922475108 12,076,252 79,090 SH   SOLE   79,090 0 0
WORKDAY, INC. (CLASS A) WDAY 98138H101 1,700 10 SH   SOLE   10 0 0
ZENDESK ORD SHS ZEN 98936J101 729 10 SH   SOLE   10 0 0
ZOOM VIDEO COMMUNICATIONS-A ZM 98980L101 2,164,842 28,410 SH   SOLE   28,410 0 0