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
Amazon.com COMMON STOCKS 023135106 22,354 15,445 SH   SOLE   15,445 0 0
Box Inc - Class A CL A 10316T104 32,646 1,588,607 SH   SOLE   1,588,607 0 0
Broadcom Limited SHS 11135F101 18,373 77,967 SH   SOLE   77,967 0 0
Coupa Software Inc COMMON STOCKS 2266L1061 46,366 1,016,374 SH   SOLE   1,016,374 0 0
Cyrusone COMMON STOCKS 23283R100 19,150 373,944 SH   SOLE   373,944 0 0
Equinix (private) COMMON STOCKS 29444U700 13,255 31,700 SH   SOLE   31,700 0 0
Euronet Worldwide COMMON STOCKS 298736109 25,629 324,751 SH   SOLE   324,751 0 0
Everbridge Inc COMMON STOCKS 29978A104 8,076 220,643 SH   SOLE   220,643 0 0
Formfactor COMMON STOCKS 346375108 13,192 966,458 SH   SOLE   966,458 0 0
GoDaddy Inc. CL A 380237107 14,707 239,446 SH   SOLE   239,446 0 0
IAC/Interactive COMMON STOCKS 44919P508 10,366 66,290 SH   SOLE   66,290 0 0
InterXion SHS N47279109 2,828 45,530 SH   SOLE   45,530 0 0
Lam Research COMMON STOCKS 512807108 28,545 140,503 SH   SOLE   140,503 0 0
Marin Software COMMON STOCKS 56804T205 698 105,132 SH   SOLE   105,132 0 0
MercadoLibre COMMON STOCKS 58733R102 28,597 80,240 SH   SOLE   80,240 0 0
Mulesoft Inc CL A 625207105 5,134 116,745 SH   SOLE   116,745 0 0
Oracle COMMON STOCKS 68389X105 27,759 606,747 SH   SOLE   606,747 0 0
Palo Alto Networks SHS 697435105 45,770 252,148 SH   SOLE   252,148 0 0
Pandora Media Inc. COMMON STOCKS 698354107 28,385 5,643,030 SH   SOLE   5,643,030 0 0
Paypal Holdings COMMON STOCKS 70450Y103 17,709 233,410 SH   SOLE   233,410 0 0
Salesforce.com COMMON STOCKS 79466L302 20,501 176,274 SH   SOLE   176,274 0 0
Smart Global Holdings SHS G8232Y101 7,995 160,409 SH   SOLE   160,409 0 0
Talend SA ADS 874224207 24,246 503,864 SH   SOLE   503,864 0 0
Worldpay Inc CL A 92210H105 25,566 310,870 SH   SOLE   310,870 0 0
Zendesk Inc COMMON STOCKS 98936J101 10,649 222,456 SH   SOLE   222,456 0 0