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 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 123,530 | 762,200 | SH | SOLE | 762,200 | 0 | 0 | ||
| DAVITA INC | COM | 23918K108 | 131,862 | 1,940,000 | SH | SOLE | 1,940,000 | 0 | 0 | ||
| EXELIXIS INC | COM | 30161Q104 | 301,050 | 13,892,460 | SH | SOLE | 13,892,460 | 0 | 0 | ||
| INCYTE CORP | COM | 45337C102 | 187,138 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 563,156 | 3,810,000 | SH | SOLE | 3,810,000 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 115,854 | 3,125,281 | SH | SOLE | 3,125,281 | 0 | 0 | ||
| PANDORA MEDIA INC | COM | 698354107 | 275,294 | 23,310,216 | SH | SOLE | 23,310,216 | 0 | 0 | ||
| SEATTLE GENETICS INC | COM | 812578102 | 112,079 | 1,783,000 | SH | SOLE | 1,783,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 99,447 | 2,007,000 | SH | SOLE | 2,007,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 136,011 | 617,783 | SH | SOLE | 617,783 | 0 | 0 | ||
| TRIPADVISOR INC | COM | 896945201 | 60,424 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| UNDER ARMOUR INC | CL C | 904311206 | 91,500 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 217,304 | 2,609,322 | SH | SOLE | 2,609,322 | 0 | 0 | ||