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
ACTIVISION BLIZZARD INC COM 00507V109 57,015 990,359 SH   SOLE   990,359 0 0
ADVANCED MICRO DEVICES INC COM 007903107 35,707 2,861,100 SH Call SOLE   2,861,100 0 0
ALPHABET INC CAP STK CL A 02079K305 75,656 81,379 SH   SOLE   81,379 0 0
ALTICE USA INC CL A 02156K103 8,779 271,802 SH   SOLE   271,802 0 0
AMAZON COM INC COM 023135106 108,608 112,198 SH   SOLE   112,198 0 0
APPLIED MATLS INC COM 038222105 18,937 458,406 SH   SOLE   458,406 0 0
ARISTA NETWORKS INC COM 040413106 17,187 114,738 SH   SOLE   114,738 0 0
BROADCOM LTD SHS Y09827109 17,611 75,568 SH   SOLE   75,568 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 25,837 771,484 SH   SOLE   771,484 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 84,121 249,728 SH   SOLE   249,728 0 0
COMCAST CORP NEW CL A 20030N101 39,248 1,008,421 SH   SOLE   1,008,421 0 0
COMMSCOPE HLDG CO INC COM 20337X109 27,255 716,662 SH   SOLE   716,662 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 28,581 326,082 SH   SOLE   326,082 0 0
DXC TECHNOLOGY CO COM 23355L106 93,966 1,224,793 SH   SOLE   1,224,793 0 0
FACEBOOK INC CL A 30303M102 138,388 916,597 SH   SOLE   916,597 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 43,822 303,876 SH   SOLE   303,876 0 0
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 76,940 2,147,963 SH   SOLE   2,147,963 0 0
LUMENTUM HLDGS INC COM 55024U109 4,153 72,800 SH   SOLE   72,800 0 0
MASTERCARD INCORPORATED CL A 57636Q104 17,432 143,536 SH   SOLE   143,536 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 59,916 690,757 SH   SOLE   690,757 0 0
NETFLIX INC COM 64110L106 74,564 499,053 SH   SOLE   499,053 0 0
NVIDIA CORP COM 67066G104 8,698 60,167 SH   SOLE   60,167 0 0
PALO ALTO NETWORKS INC COM 697435105 110,837 828,317 SH   SOLE   828,317 0 0
SALESFORCE COM INC COM 79466L302 138,853 1,603,388 SH   SOLE   1,603,388 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 64,573 478,675 SH   SOLE   478,675 0 0
SERVICENOW INC COM 81762P102 122,895 1,159,390 SH   SOLE   1,159,390 0 0
SPLUNK INC COM 848637104 116,300 2,044,289 SH   SOLE   2,044,289 0 0
TESLA INC COM 88160R101 17,694 48,930 SH   SOLE   48,930 0 0
VISA INC COM CL A 92826C839 61,619 657,063 SH   SOLE   657,063 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 26,806 933,015 SH   SOLE   933,015 0 0
WORKDAY INC CL A 98138H101 105,256 1,085,111 SH   SOLE   1,085,111 0 0
WYNN RESORTS LTD COM 983134107 90,236 672,803 SH   SOLE   672,803 0 0
XILINX INC COM 983919101 17,443 271,198 SH   SOLE   271,198 0 0
YELP INC CL A 985817105 63,640 2,119,927 SH   SOLE   2,119,927 0 0
ZAYO GROUP HLDGS INC COM 98919V105 70,853 2,292,993 SH   SOLE   2,292,993 0 0
ZENDESK INC COM 98936J101 4,557 164,050 SH   SOLE   164,050 0 0