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 17,668 273,879 SH   SOLE   273,879 0 0
ADVANCED MICRO DEVICES INC COM 007903107 21,487 1,685,240 SH   SOLE   1,685,240 0 0
ALPHABET INC CAP STK CL A 02079K305 76,204 78,261 SH   SOLE   78,261 0 0
ALTICE USA INC CL A 02156K103 9,105 333,377 SH   SOLE   333,377 0 0
AMAZON COM INC COM 023135106 127,191 132,305 SH   SOLE   132,305 0 0
APPLE INC COM 037833100 17,416 113,000 SH   SOLE   113,000 0 0
APPLIED MATLS INC COM 038222105 31,895 612,300 SH   SOLE   612,300 0 0
BROADCOM LTD SHS Y09827109 17,235 71,059 SH   SOLE   71,059 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 74,389 204,691 SH   SOLE   204,691 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 20,969 57,700 SH Call SOLE   57,700 0 0
COMCAST CORP NEW CL A 20030N101 71,989 1,870,819 SH   SOLE   1,870,819 0 0
CREE INC COM 225447101 8,358 296,497 SH   SOLE   296,497 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 39,727 403,733 SH   SOLE   403,733 0 0
DXC TECHNOLOGY CO COM 23355L106 103,924 1,210,105 SH   SOLE   1,210,105 0 0
FACEBOOK INC CL A 30303M102 138,404 809,993 SH   SOLE   809,993 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 102,686 663,478 SH   SOLE   663,478 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 12,958 311,030 SH   SOLE   311,030 0 0
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 90,014 2,184,811 SH   SOLE   2,184,811 0 0
MASTERCARD INCORPORATED CL A 57636Q104 36,857 261,030 SH   SOLE   261,030 0 0
MERCADOLIBRE INC COM 58733R102 70,237 271,260 SH   SOLE   271,260 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 31,416 370,164 SH   SOLE   370,164 0 0
NETFLIX INC COM 64110L106 115,413 636,413 SH   SOLE   636,413 0 0
NVIDIA CORP COM 67066G104 8,813 49,300 SH   SOLE   49,300 0 0
PALO ALTO NETWORKS INC COM 697435105 145,877 1,012,329 SH   SOLE   1,012,329 0 0
PRICELINE GRP INC COM NEW 741503403 10,838 5,920 SH   SOLE   5,920 0 0
SALESFORCE COM INC COM 79466L302 156,779 1,678,218 SH   SOLE   1,678,218 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 34,955 242,661 SH   SOLE   242,661 0 0
SERVICENOW INC COM 81762P102 158,985 1,352,716 SH   SOLE   1,352,716 0 0
SPLUNK INC COM 848637104 136,753 2,058,603 SH   SOLE   2,058,603 0 0
SYMANTEC CORP COM 871503108 2,866 87,348 SH   SOLE   87,348 0 0
TESLA INC COM 88160R101 17,432 51,106 SH   SOLE   51,106 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 5,876 45,600 SH   SOLE   45,600 0 0
VISA INC COM CL A 92826C839 70,052 665,638 SH   SOLE   665,638 0 0
WORKDAY INC CL A 98138H101 150,322 1,426,339 SH   SOLE   1,426,339 0 0
WYNN RESORTS LTD COM 983134107 71,669 481,257 SH   SOLE   481,257 0 0
YELP INC CL A 985817105 83,107 1,919,341 SH   SOLE   1,919,341 0 0
ZAYO GROUP HLDGS INC COM 98919V105 64,017 1,859,867 SH   SOLE   1,859,867 0 0