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
ALPHABET INC CAP STK CL A 02079K305 77,231 109,776 SH   SOLE   109,776 0 0
AMAZON COM INC COM 023135106 136,773 191,125 SH   SOLE   191,125 0 0
APPLIED MATLS INC COM 038222105 9,840 410,500 SH   SOLE   410,500 0 0
ARISTA NETWORKS INC COM 040413106 73,407 1,140,217 SH   SOLE   1,140,217 0 0
ATHENAHEALTH INC COM 04685W103 29,383 212,906 SH   SOLE   212,906 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 121,577 531,741 SH   SOLE   531,741 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 20,578 90,000 SH Call SOLE   90,000 0 0
COMMSCOPE HLDG CO INC COM 20337X109 122,554 3,949,526 SH   SOLE   3,949,526 0 0
FACEBOOK INC CL A 30303M102 130,719 1,143,849 SH   SOLE   1,143,849 0 0
INTEL CORP COM 458140100 19,145 583,676 SH   SOLE   583,676 0 0
LAM RESEARCH CORP COM 512807108 89,024 1,059,055 SH   SOLE   1,059,055 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 30,207 586,658 SH   SOLE   586,658 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 5,942 182,898 SH   SOLE   182,898 0 0
LINEAR TECHNOLOGY CORP COM 535678106 72,097 1,549,467 SH   SOLE   1,549,467 0 0
MASTERCARD INC CL A 57636Q104 32,527 369,376 SH   SOLE   369,376 0 0
MICRON TECHNOLOGY INC COM 595112103 55,040 4,000,000 SH Put SOLE   4,000,000 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 49,049 743,499 SH   SOLE   743,499 0 0
NETFLIX INC COM 64110L106 90,700 991,469 SH   SOLE   991,469 0 0
PALO ALTO NETWORKS INC COM 697435105 74,851 610,330 SH   SOLE   610,330 0 0
SALESFORCE COM INC COM 79466L302 113,888 1,434,174 SH   SOLE   1,434,174 0 0
SBA COMMUNICATIONS CORP COM 78388J106 120,275 1,114,277 SH   SOLE   1,114,277 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 29,391 842,388 SH   SOLE   842,388 0 0
SERVICENOW INC COM 81762P102 135,520 2,040,960 SH   SOLE   2,040,960 0 0
SPLUNK INC COM 848637104 155,513 2,870,308 SH   SOLE   2,870,308 0 0
VISA INC COM CL A 92826C839 32,998 444,892 SH   SOLE   444,892 0 0
WORKDAY INC CL A 98138H101 135,432 1,813,735 SH   SOLE   1,813,735 0 0
WYNN RESORTS LTD COM 983134107 19,558 215,772 SH   SOLE   215,772 0 0
YELP INC CL A 985817105 32,839 1,081,653 SH   SOLE   1,081,653 0 0
ZAYO GROUP HLDGS INC COM 98919V105 73,909 2,646,232 SH   SOLE   2,646,232 0 0