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 34,840 459,028 SH   SOLE   459,028 0 0
ADOBE INC COM 00724F101 21,294 48,916 SH   SOLE   48,916 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 30,112 139,600 SH   SOLE   139,600 0 0
AMAZON COM INC COM 023135106 58,120 21,067 SH   SOLE   21,067 0 0
AMERICAN TOWER CORP NEW COM 03027X100 31,708 122,642 SH   SOLE   122,642 0 0
APPLE INC COM 037833100 20,319 55,700 SH   SOLE   55,700 0 0
ARISTA NETWORKS INC COM 040413106 10,502 50,000 SH   SOLE   50,000 0 0
ATLASSIAN CORP PLC CL A G06242104 26,434 146,636 SH   SOLE   146,636 0 0
CISCO SYS INC COM 17275R102 10,890 233,500 SH   SOLE   233,500 0 0
COHERENT INC COM 192479103 26,209 200,100 SH   SOLE   200,100 0 0
COUPA SOFTWARE INC COM 22266L106 22,717 82,000 SH   SOLE   82,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 22,966 229,000 SH   SOLE   229,000 0 0
DRAFTKINGS INC COM CL A 26142R104 8,332 250,500 SH   SOLE   250,500 0 0
ELECTRONIC ARTS INC COM 285512109 7,619 57,700 SH   SOLE   57,700 0 0
FACEBOOK INC CL A 30303M102 41,957 184,774 SH   SOLE   184,774 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 19,631 146,400 SH   SOLE   146,400 0 0
INPHI CORP COM 45772F107 81,161 690,734 SH   SOLE   690,734 0 0
JD.COM INC SPON ADR CL A 47215P106 83,389 1,385,663 SH   SOLE   1,385,663 0 0
LAM RESEARCH CORP COM 512807108 28,464 88,000 SH   SOLE   88,000 0 0
LUMENTUM HLDGS INC COM 55024U109 25,192 309,367 SH   SOLE   309,367 0 0
LYFT INC CL A COM 55087P104 13,349 404,400 SH   SOLE   404,400 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 22,961 654,900 SH   SOLE   654,900 0 0
NETFLIX INC COM 64110L106 73,739 162,050 SH   SOLE   162,050 0 0
PALO ALTO NETWORKS INC COM 697435105 68,021 296,167 SH   SOLE   296,167 0 0
PROOFPOINT INC COM 743424103 19,468 175,200 SH   SOLE   175,200 0 0
QORVO INC COM 74736K101 21,310 192,800 SH   SOLE   192,800 0 0
SALESFORCE COM INC COM 79466L302 28,527 152,284 SH   SOLE   152,284 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 16,110 54,076 SH   SOLE   54,076 0 0
SERVICENOW INC COM 81762P102 31,595 78,000 SH   SOLE   78,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 27,183 212,600 SH   SOLE   212,600 0 0
SNAP INC CL A 83304A106 35,235 1,500,000 SH   SOLE   1,500,000 0 0
SPLUNK INC COM 848637104 15,061 75,800 SH   SOLE   75,800 0 0
T-MOBILE US INC COM 872590104 62,517 600,258 SH   SOLE   600,258 0 0
T-MOBILE US INC RIGHT 7/27/2020 872590112 90 535,258 SH   SOLE   535,258 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 26,309 188,500 SH   SOLE   188,500 0 0
THE TRADE DESK INC COM CL A 88339J105 35,487 87,300 SH   SOLE   87,300 0 0
TWITTER INC COM 90184L102 37,238 1,250,000 SH   SOLE   1,250,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 39,742 1,278,700 SH   SOLE   1,278,700 0 0
VIAVI SOLUTIONS INC COM 925550105 15,645 1,228,000 SH   SOLE   1,228,000 0 0
WORKDAY INC CL A 98138H101 50,962 272,000 SH   SOLE   272,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 8,359 145,100 SH   SOLE   145,100 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 39,045 154,000 SH   SOLE   154,000 0 0
ZSCALER INC COM 98980G102 9,895 90,366 SH   SOLE   90,366 0 0
ZYNGA INC CL A 98986T108 70,973 7,439,466 SH   SOLE   7,439,466 0 0