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 | 577 | 3,300 | SH | SOLE | 3,300 | 0 | 0 | ||
| ANIKA THERAPEUTICS INC | COM | 035255108 | 988 | 21,835 | SH | SOLE | 21,835 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 4,615 | 34,783 | SH | SOLE | 34,783 | 0 | 0 | ||
| APTARGROUP INC | COM | 038336103 | 274 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 7,601 | 32,500 | SH | DFND | 1 | 0 | 32,500 | 0 | |
| CANTEL MED CORP | COM | 138098108 | 85,509 | 1,084,317 | SH | SOLE | 1,084,317 | 0 | 0 | ||
| CITRIX SYS INC | COM | 177376100 | 1,952 | 15,000 | SH | DFND | 1 | 0 | 15,000 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 239 | 4,552 | SH | SOLE | 4,552 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 621 | 9,008 | SH | SOLE | 9,008 | 0 | 0 | ||
| DRAFTKINGS INC | COM CL A | 26142R104 | 4,656 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| EVENTBRITE INC | COM CL A | 29975E109 | 5,430 | 300,000 | SH | DFND | 1 | 0 | 300,000 | 0 | |
| EVERBRIDGE INC | COM | 29978A104 | 4,472 | 30,000 | SH | DFND | 1 | 0 | 30,000 | 0 | |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 7,944 | 60,000 | SH | DFND | 1 | 0 | 60,000 | 0 | |
| FIVE9 INC | COM | 338307101 | 9,592 | 55,000 | SH | DFND | 1 | 0 | 55,000 | 0 | |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 237 | 900 | SH | SOLE | 900 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 2,255 | 10,139 | SH | SOLE | 10,139 | 0 | 0 | ||
| NAUTILUS INC | COM | 63910B102 | 335 | 18,446 | SH | SOLE | 18,446 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 3,305 | 13,000 | SH | DFND | 1 | 0 | 13,000 | 0 | |
| OUTFRONT MEDIA INC | COM | 69007J106 | 6,846 | 350,000 | SH | DFND | 1 | 0 | 350,000 | 0 | |
| PALO ALTO NETWORKS INC | COM | 697435105 | 5,331 | 15,000 | SH | DFND | 1 | 0 | 15,000 | 0 | |
| ROKU INC | COM CL A | 77543r102 | 8,301 | 25,000 | SH | DFND | 1 | 0 | 25,000 | 0 | |
| SAILPOINT TECHNOLOGIES HLDGS | COM | 78781P105 | 5,324 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| SPDR GOLD TR | GOLD SHS | 78463V107 | 380 | 2,132 | SH | SOLE | 2,132 | 0 | 0 | ||
| SPROUT SOCIAL INC | COM CL A | 85209W109 | 5,676 | 125,000 | SH | DFND | 1 | 0 | 125,000 | 0 | |
| TAKEDA PHARMACEUTICAL CO LTD | SPONSORED ADS | 874060205 | 199 | 11,656 | SH | SOLE | 11,656 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 536 | 1,150 | SH | SOLE | 1,150 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 348 | 325,400 | SH | SOLE | 325,400 | 0 | 0 | ||
| TOLL BROTHERS INC | COM | 889478103 | 239 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 3,385 | 10,000 | SH | DFND | 1 | 0 | 10,000 | 0 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 7,650 | 150,000 | SH | DFND | 1 | 0 | 150,000 | 0 | |
| VMWARE INC | CL A COM | 928563402 | 6,662 | 47,500 | SH | DFND | 1 | 0 | 47,500 | 0 | |
| ZENDESK INC | COM | 98936J101 | 2,862 | 20,000 | SH | DFND | 1 | 0 | 20,000 | 0 | |
| ZYNGA INC | CL A | 98986T108 | 3,455 | 350,000 | SH | DFND | 1 | 0 | 350,000 | 0 | |