This. And you could do it both ways, too. "I'm very interested in learning X technology, and my background with Y skillset makes me a good fit. From what I can

This. And you could do it both ways, too. "I'm very interested in learning X technology, and my background with Y skillset makes me a good fit. From what I can see, this seems like a cool company. That said, one of your people contacted me first, so I'm here to find out more about the position."