The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| 3M CO | COM | 88579Y101 | 614 | 3,935 | SH | SOLE | 3,935 | 0 | 0 | ||
| 8X8 INC NEW | COM | 282914100 | 3,200 | 200,000 | SH | DFND | 1 | 0 | 200,000 | 0 | |
| ANAPLAN INC | COM | 03272L108 | 3,489 | 77,000 | SH | DFND | 1 | 0 | 77,000 | 0 | |
| ANIKA THERAPEUTICS INC | COM | 035255108 | 824 | 21,835 | SH | SOLE | 21,835 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 3,172 | 8,695 | SH | SOLE | 8,695 | 0 | 0 | ||
| APTARGROUP INC | COM | 038336103 | 224 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 2,704 | 15,000 | SH | DFND | 1 | 0 | 15,000 | 0 | |
| CANTEL MED CORP | COM | 138098108 | 45,813 | 1,035,789 | SH | SOLE | 1,035,789 | 0 | 0 | ||
| CITRIX SYS INC | COM | 177376100 | 2,219 | 15,000 | SH | DFND | 1 | 0 | 15,000 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 334 | 8,558 | SH | SOLE | 8,558 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 749 | 13,505 | SH | SOLE | 13,505 | 0 | 0 | ||
| EVENTBRITE INC | COM CL A | 29975E109 | 2,143 | 250,000 | SH | DFND | 1 | 0 | 250,000 | 0 | |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 4,932 | 60,000 | SH | DFND | 1 | 0 | 60,000 | 0 | |
| FIVE9 INC | COM | 338307101 | 6,640 | 60,000 | SH | DFND | 1 | 0 | 60,000 | 0 | |
| ILLINOIS TOOL WKS INC | COM | 452308109 | 385 | 2,200 | SH | SOLE | 2,200 | 0 | 0 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 239 | 1,700 | SH | SOLE | 1,700 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 1,197 | 27,000 | SH | DFND | 1 | 0 | 27,000 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 2,771 | 13,615 | SH | SOLE | 13,615 | 0 | 0 | ||
| MIMECAST LTD | ORD SHS | G14838109 | 3,208 | 77,000 | SH | DFND | 1 | 0 | 77,000 | 0 | |
| OKTA INC | CL A | 679295105 | 2,603 | 13,000 | SH | DFND | 1 | 0 | 13,000 | 0 | |
| OUTFRONT MEDIA INC | COM | 69007J106 | 4,676 | 330,000 | SH | DFND | 1 | 0 | 330,000 | 0 | |
| PALO ALTO NETWORKS INC | COM | 697435105 | 3,445 | 15,000 | SH | DFND | 1 | 0 | 15,000 | 0 | |
| PROCTER AND GAMBLE CO | COM | 742718109 | 290 | 2,424 | SH | SOLE | 2,424 | 0 | 0 | ||
| RAPID7 INC | COM | 753422104 | 3,061 | 60,000 | SH | DFND | 1 | 0 | 60,000 | 0 | |
| ROKU INC | COM CL A | 77543r102 | 3,496 | 30,000 | SH | DFND | 1 | 0 | 30,000 | 0 | |
| SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 2,647 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| SPDR GOLD TR | GOLD SHS | 78463V107 | 439 | 2,624 | SH | SOLE | 2,624 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 5,961 | 30,000 | SH | DFND | 1 | 0 | 30,000 | 0 | |
| SVMK INC | COM | 78489x103 | 2,349 | 99,776 | SH | DFND | 1 | 0 | 99,776 | 0 | |
| TAKEDA PHARMACEUTICAL CO LTD | SPONSORED ADS | 874060205 | 209 | 11,656 | SH | SOLE | 11,656 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 525 | 1,450 | SH | SOLE | 1,450 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 257 | 5,100 | SH | SOLE | 5,100 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 4,388 | 20,000 | SH | DFND | 1 | 0 | 20,000 | 0 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 4,662 | 150,000 | SH | DFND | 1 | 0 | 150,000 | 0 | |
| UPLAND SOFTWARE INC | COM | 91544A109 | 4,588 | 132,000 | SH | DFND | 1 | 0 | 132,000 | 0 | |
| VMWARE INC | CL A COM | 928563402 | 5,807 | 37,500 | SH | DFND | 1 | 0 | 37,500 | 0 | |
| ZENDESK INC | COM | 98936J101 | 3,541 | 40,000 | SH | DFND | 1 | 0 | 40,000 | 0 | |