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
ACTIVISION BLIZZARD INC COM 00507V109 35,090 589,947 SH   SOLE   589,947 0 0
ADOBE INC COM 00724F101 44,686 140,416 SH   SOLE   140,416 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 27,123 139,465 SH   SOLE   139,465 0 0
AMAZON COM INC COM 023135106 46,411 23,804 SH   SOLE   23,804 0 0
AMERICAN TOWER CORP NEW COM 03027X100 51,681 237,342 SH   SOLE   237,342 0 0
ARISTA NETWORKS INC COM 040413106 10,128 50,000 SH   SOLE   50,000 0 0
ATLASSIAN CORP PLC CL A G06242104 32,105 233,900 SH   SOLE   233,900 0 0
BLACKLINE INC COM 09239B109 2,631 50,000 SH   SOLE   50,000 0 0
CISCO SYS INC COM 17275R102 9,179 233,500 SH   SOLE   233,500 0 0
COUPA SOFTWARE INC COM 22266L106 11,458 82,000 SH   SOLE   82,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 8,086 56,000 SH   SOLE   56,000 0 0
ELECTRONIC ARTS INC COM 285512109 5,780 57,700 SH   SOLE   57,700 0 0
FACEBOOK INC CL A 30303M102 41,700 250,000 SH   SOLE   250,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 42,221 347,100 SH   SOLE   347,100 0 0
INPHI CORP COM 45772F107 94,926 1,199,017 SH   SOLE   1,199,017 0 0
JD COM INC SPON ADR CL A 47215P106 56,117 1,385,600 SH   SOLE   1,385,600 0 0
LAM RESEARCH CORP COM 512807108 10,968 45,700 SH   SOLE   45,700 0 0
LYFT INC CL A COM 55087P104 13,092 487,600 SH   SOLE   487,600 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 17,679 781,200 SH   SOLE   781,200 0 0
MICROSOFT CORP COM 594918104 21,764 138,000 SH   SOLE   138,000 0 0
NETEASE INC SPONSORED ADS 64110W102 36,461 113,600 SH   SOLE   113,600 0 0
NETFLIX INC COM 64110L106 60,850 162,050 SH   SOLE   162,050 0 0
NVIDIA CORP COM 67066G104 24,673 93,600 SH   SOLE   93,600 0 0
PAGERDUTY INC COM 69553P100 4,199 243,000 SH   SOLE   243,000 0 0
PALO ALTO NETWORKS INC COM 697435105 48,547 296,090 SH   SOLE   296,090 0 0
PING IDENTITY HLDG CORP COM 72341T103 3,563 177,965 SH   SOLE   177,965 0 0
QORVO INC COM 74736K101 5,499 68,200 SH   SOLE   68,200 0 0
SALESFORCE COM INC COM 79466L302 34,265 237,984 SH   SOLE   237,984 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 16,426 60,844 SH   SOLE   60,844 0 0
SERVICENOW INC COM 81762P102 22,353 78,000 SH   SOLE   78,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 15,972 178,700 SH   SOLE   178,700 0 0
SNAP INC CL A 83304A106 17,835 1,500,000 SH   SOLE   1,500,000 0 0
SPLUNK INC COM 848637104 9,568 75,800 SH   SOLE   75,800 0 0
T MOBILE US INC COM 872590104 81,170 967,458 SH   SOLE   967,458 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 22,358 188,500 SH   SOLE   188,500 0 0
THE TRADE DESK INC COM CL A 88339J105 16,849 87,300 SH   SOLE   87,300 0 0
TWITTER INC COM 90184L102 30,700 1,250,000 SH   SOLE   1,250,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 26,817 960,500 SH   SOLE   960,500 0 0
VIAVI SOLUTIONS INC COM 925550105 12,874 1,148,400 SH   SOLE   1,148,400 0 0
WORKDAY INC CL A 98138H101 35,387 271,745 SH   SOLE   271,745 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 5,227 145,100 SH   SOLE   145,100 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 22,561 154,400 SH   SOLE   154,400 0 0
ZSCALER INC COM 98980G102 5,471 89,900 SH   SOLE   89,900 0 0
ZYNGA INC CL A 98986T108 57,945 8,459,166 SH   SOLE   8,459,166 0 0