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
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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
Microsoft Corp. MSFT 594918104 37,934 240,530 SH   SOLE   240,530 0 0
Amazon.Com, Inc. AMZN 023135106 27,121 13,910 SH   SOLE   13,910 0 0
Nvidia Corp. NVDA 67066G104 24,763 93,940 SH   SOLE   93,940 0 0
Advanced Micro Devices Inc. AMD 007903107 23,702 521,150 SH   SOLE   521,150 0 0
Lam Research Corp. LRCX 512807108 23,249 96,870 SH   SOLE   96,870 0 0
Tesla, Inc. TSLA 88160R101 17,046 32,530 SH   SOLE   32,530 0 0
Apple, Inc. AAPL 037833100 16,628 65,390 SH   SOLE   65,390 0 0
Netflix, Inc. NFLX 64110L106 16,466 43,850 SH   SOLE   43,850 0 0
RingCentral, Inc. RNG 76680R206 16,133 76,130 SH   SOLE   76,130 0 0
Mastercard, Inc. MA 57636Q104 16,098 66,640 SH   SOLE   66,640 0 0
Skyworks Soltuions Inc SWKS 83088M102 15,773 176,470 SH   SOLE   176,470 0 0
Shopify Inc. SHOP 82509L107 15,710 37,680 SH   SOLE   37,680 0 0
Marvell Technology Group Ltd. MRVL G5876H105 13,129 580,160 SH   SOLE   580,160 0 0
PayPal Holdings, Inc. PYPL 70450Y103 12,797 133,660 SH   SOLE   133,660 0 0
Okta, Inc. OKTA 679295105 12,496 102,210 SH   SOLE   102,210 0 0
Paycom Software, Inc. PAYC 70432V102 12,306 60,920 SH   SOLE   60,920 0 0
Intel Corp. INTC 458140100 10,025 185,230 SH   SOLE   185,230 0 0
Splunk, Inc. SPLK 848637104 9,908 78,490 SH   SOLE   78,490 0 0
The Trade Desk, Inc. TTD 88339J105 6,983 36,180 SH   SOLE   36,180 0 0
Inphi Corporation IPHI 45772F107 3,417 43,160 SH   SOLE   43,160 0 0
Applied Materials, Inc. AMAT 038222105 3,148 68,710 SH   SOLE   68,710 0 0
Paylocity Holding Corp. PCTY 70438V106 2,091 23,670 SH   SOLE   23,670 0 0
Zoom Video Communications, Inc. ZM 98980L101 15 100 SH   SOLE   100 0 0
Alphabet, Inc. GOOGL 02079K305 12 10 SH   SOLE   10 0 0
Adobe Systems, Inc. ADBE 00724F101 3 10 SH   SOLE   10 0 0
Servicenow, Inc. NOW 81762P102 3 10 SH   SOLE   10 0 0
ASML Holding N.V. ASML N07059111 3 10 SH   SOLE   10 0 0
Alibaba Group Holding Limited BABA 01609W102 2 10 SH   SOLE   10 0 0
Invesco QQQ Trust QQQ 46090E103 2 10 SH   SOLE   10 0 0
Facebook, Inc. FB 30303M102 2 10 SH   SOLE   10 0 0
Global Payments Inc GPN 37940X102 1 10 SH   SOLE   10 0 0
Salesforce.Com, Inc. CRM 79466L302 1 10 SH   SOLE   10 0 0
Coupa Software Inc. Ord COUP 22266L106 1 10 SH   SOLE   10 0 0
Atlassian Corporation Plc TEAM G06242104 1 10 SH   SOLE   10 0 0
Mongodb Cl A Ord MDB 60937P106 1 10 SH   SOLE   10 0 0
VanEck Vectors Semiconductor ETF SMH 92189F676 1 10 SH   SOLE   10 0 0
Alteryx, Inc. AYX 2156B1035 1 10 SH   SOLE   10 0 0
Fiserv, Inc. FISV 337738108 1 10 SH   SOLE   10 0 0
Twilio Inc. TWLO 90138F102 1 10 SH   SOLE   10 0 0
Roku, Inc. ROKU 77543R102 1 10 SH   SOLE   10 0 0
Qorvo, Inc. QRVO 74736K101 1 10 SH   SOLE   10 0 0
Qualcomm, Inc. QCOM 747525103 1 10 SH   SOLE   10 0 0
Teradyne Inc. TER 880770102 1 10 SH   SOLE   10 0 0
Square, Inc. SQ 852234103 1 10 SH   SOLE   10 0 0
Taiwan Semiconductor TSM 874039100 0 10 SH   SOLE   10 0 0
Micron Technology, Inc. MU 595112103 0 10 SH   SOLE   10 0 0
Western Digital Corp. WDC 958102105 0 10 SH   SOLE   10 0 0
JD.com, Inc. JD 47215P106 0 10 SH   SOLE   10 0 0
Lattice Semiconductor Corp. LSCC 518415104 0 10 SH   SOLE   10 0 0