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 15,302 50,990 SH   SOLE   50,990 0 0
ADVANCED MICRO DEVICES INC. AMD 007903107 18,569 453,120 SH   SOLE   453,120 0 0
ALIBABA GROUP HOLDING LTD. -ADR BABA 01609W102 9,754 53,490 SH   SOLE   53,490 0 0
ALPHABET, INC. (CLASS A) GOOGL 02079K305 12,172 9,350 SH   SOLE   9,350 0 0
AMAZON.COM, INC. AMZN 023135106 17 10 SH   SOLE   10 0 0
APPLE, INC. AAPL 037833100 15,597 59,260 SH   SOLE   59,260 0 0
APPLIED MATERIALS, INC. AMAT 038222105 23,883 400,390 SH   SOLE   400,390 0 0
ARISTA NETWORKS, INC. ANET 040413106 2 10 SH   SOLE   10 0 0
ASML HOLDING N.V. ASML N07059210 6,070 22,575 SH   SOLE   22,575 0 0
ATLASSIAN ORD SHS CLASS A TEAM G06242104 1 10 SH   SOLE   10 0 0
CADENCE DESIGN SYSTEMS INC. CDNS 127387108 1 10 SH   SOLE   10 0 0
CARVAVA CL A ORD CVNA 146869102 9 100 SH   SOLE   100 0 0
COUPA SOFTWARE INC. ORD COUP 22266L106 2 10 SH   SOLE   10 0 0
EDWARDS LIFESCIENCES ORD EW 28176E108 2 10 SH   SOLE   10 0 0
FACEBOOK, INC. (CLASS A) FB 30303M102 6,447 32,640 SH   SOLE   32,640 0 0
FISERV, INC. FISV 337738108 14,227 123,340 SH   SOLE   123,340 0 0
GLOBAL PAYMENTS INC GPN 37940X102 15,950 88,360 SH   SOLE   88,360 0 0
INSULET CORP PODD 45784P101 2 10 SH   SOLE   10 0 0
INTEL CORP. INTC 458140100 1 10 SH   SOLE   10 0 0
INVESCO QQQ QQQ 46090E103 2 10 SH   SOLE   10 0 0
LAM RESEARCH CORP. LRCX 512807108 12,212 44,550 SH   SOLE   44,550 0 0
LATTICE SEMICONDUCTOR CORP. LSCC 518415104 0 10 SH   SOLE   10 0 0
MARVELL TECHNOLOGY GROUP LTD. MRVL G5876H105 19,191 727,210 SH   SOLE   727,210 0 0
MASTERCARD, INC. MA 57636Q104 11,016 38,600 SH   SOLE   38,600 0 0
MATCH GROUP ORD MTCH 57665R106 1 10 SH   SOLE   10 0 0
MICRON TECHNOLOGY, INC. MU 595112103 0 10 SH   SOLE   10 0 0
MICROSOFT CORP. MSFT 594918104 34,116 228,020 SH   SOLE   228,020 0 0
MONGODB CL A ORD MDB 60937P106 1 10 SH   SOLE   10 0 0
NETFLIX, INC. NFLX 64110L106 3 10 SH   SOLE   10 0 0
NVIDIA CORP. NVDA 67066G104 21,944 103,910 SH   SOLE   103,910 0 0
OKTA,INC. CLASS A ORD OKTA 679295105 1 10 SH   SOLE   10 0 0
PAYCOM SOFTWARE, INC. PAYC 70432V102 3 10 SH   SOLE   10 0 0
PAYPAL HOLDINGS, INC. PYPL 70450Y103 1 10 SH   SOLE   10 0 0
QORVO ORD QRVO 74736K101 1 10 SH   SOLE   10 0 0
QUALCOMM, INC. QCOM 747525103 1 10 SH   SOLE   10 0 0
RINGCENTRAL INC-CLASS A RNG 76680R206 24,691 144,020 SH   SOLE   144,020 0 0
ROKU, INC. (CLASS A) ROKU 77543R102 9,774 61,500 SH   SOLE   61,500 0 0
SALESFORCE.COM, INC. CRM 79466L302 9,400 57,250 SH   SOLE   57,250 0 0
SERVICENOW, INC. NOW 81762P102 16,210 57,280 SH   SOLE   57,280 0 0
SHOPIFY CL A SUB VTG ORD SHOP 82509L107 9,435 29,760 SH   SOLE   29,760 0 0
SKYWORKS SOLTUIONS INC SWKS 83088M102 10 100 SH   SOLE   100 0 0
SQUARE, INC. (CLASS A) SQ 852234103 1 10 SH   SOLE   10 0 0
TAIWAN SEMICONDUCTOR TSM 874039100 1 10 SH   SOLE   10 0 0
TERADYNE INC. TER 880770102 7,562 118,440 SH   SOLE   118,440 0 0
TWILIO INC CL A TWLO 90138F102 1 10 SH   SOLE   10 0 0
VANECK VECTORS SEMICONDUCTOR ETF SMH 92189F676 1 10 SH   SOLE   10 0 0
VEEVA SYSTEMS INC- CLASS A VEEV 922475108 2 10 SH   SOLE   10 0 0
WORKDAY, INC. (CLASS A) WDAY 98138H101 2 10 SH   SOLE   10 0 0