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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 64,991 | 851,565 | SH | SOLE | 851,565 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 33,791 | 29,925 | SH | SOLE | 29,925 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 48,293 | 28,411 | SH | SOLE | 28,411 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 31,751 | 130,857 | SH | SOLE | 130,857 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 81,674 | 278,552 | SH | SOLE | 278,552 | 0 | 0 | ||
| CREE INC | COM | 225447101 | 23,149 | 556,858 | SH | SOLE | 556,858 | 0 | 0 | ||
| EQUINIX INC | COM PAR $0.001 | 29444U700 | 57,300 | 133,291 | SH | SOLE | 133,291 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 101,378 | 521,708 | SH | SOLE | 521,708 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 90,901 | 4,343,100 | SH | SOLE | 4,343,100 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 63,898 | 1,285,420 | SH | SOLE | 1,285,420 | 0 | 0 | ||
| KONINKLIJKE PHILIPS N V | NY REG SH NEW | 500472303 | 77,805 | 1,840,665 | SH | SOLE | 1,840,665 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 33,640 | 171,179 | SH | SOLE | 171,179 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 74,759 | 250,089 | SH | SOLE | 250,089 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 57,669 | 584,823 | SH | SOLE | 584,823 | 0 | 0 | ||
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 33,946 | 291,708 | SH | SOLE | 291,708 | 0 | 0 | ||
| NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 89,350 | 6,435,017 | SH | SOLE | 6,435,017 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 46,206 | 195,043 | SH | SOLE | 195,043 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 62,227 | 302,850 | SH | SOLE | 302,850 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 46,990 | 564,308 | SH | SOLE | 564,308 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 46,530 | 393,121 | SH | SOLE | 393,121 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 33,094 | 249,857 | SH | SOLE | 249,857 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 16,484 | 136,100 | SH | SOLE | 136,100 | 0 | 0 | ||
| WYNN RESORTS LTD | COM | 983134107 | 55,859 | 333,806 | SH | SOLE | 333,806 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 60,342 | 1,654,118 | SH | SOLE | 1,654,118 | 0 | 0 | ||