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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 26,796 248,500 SH   SOLE 248,500 0 0
ALPHABET INC CAP STK CL C 02079K107 21,278 25,650 SH   SOLE 25,650 0 0
ALPHABET INC CAP STK CL A 02079K305 23,060 27,200 SH   SOLE 27,200 0 0
AMERICAN TOWER CORP NEW COM 03027X100 62,518 514,385 SH   SOLE 514,385 0 0
ANTHEM INC COM 036752103 18,192 110,000 SH   SOLE 110,000 0 0
APPTIO INC CL A 03835C108 5,877 501,020 SH   SOLE 501,020 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 6,994 174,900 SH   SOLE 174,900 0 0
BOX INC CL A 10316T104 7,095 435,000 SH   SOLE 435,000 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 13,659 1,357,748 SH   SOLE 1,357,748 0 0
COMMSCOPE HLDG CO INC COM 20337X109 50,886 1,220,000 SH   SOLE 1,220,000 0 0
DBV TECHNOLOGIES S A SPONSORED ADR 23306J101 2,930 83,190 SH   SOLE 83,190 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 115,358 2,362,446 SH   SOLE 2,362,446 0 0
ETSY INC COM 29786A106 31,167 2,932,022 SH   SOLE 2,932,022 0 0
EXPEDIA INC DEL COM NEW 30212P303 5,935 47,039 SH   SOLE 47,039 0 0
FACEBOOK INC CL A 30303M102 67,971 478,500 SH   SOLE 478,500 0 0
GENMARK DIAGNOSTICS INC COM 372309104 40,849 3,186,382 SH   SOLE 3,186,382 0 0
GIGAMON INC COM 37518B102 76,594 2,154,554 SH   SOLE 2,154,554 0 0
IAC INTERACTIVECORP COM 44919P508 136,984 1,858,167 SH   SOLE 1,858,167 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 176,879 1,218,763 SH   SOLE 1,218,763 0 0
K2M GROUP HLDGS INC COM 48273J107 15,925 776,449 SH   SOLE 776,449 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 77,960 902,310 SH   SOLE 902,310 0 0
NANOSTRING TECHNOLOGIES INC COM 63009R109 40,392 2,032,792 SH   SOLE 2,032,792 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 28,044 615,000 SH   SOLE 615,000 0 0
PALO ALTO NETWORKS INC COM 697435105 166,759 1,479,936 SH   SOLE 1,479,936 0 0
PAYPAL HLDGS INC COM 70450Y103 102,419 2,380,727 SH   SOLE 2,380,727 0 0
PEGASYSTEMS INC COM 705573103 46,789 1,067,035 SH   SOLE 1,067,035 0 0
PORTOLA PHARMACEUTICALS INC COM 737010108 34,033 868,400 SH   SOLE 868,400 0 0
PROS HOLDINGS INC COM 74346Y103 37,834 1,564,045 SH   SOLE 1,564,045 0 0
RADWARE LTD ORD M81873107 66,301 4,102,807 SH   SOLE 4,102,807 0 0
RPX CORP COM 74972G103 2,970 247,530 SH   SOLE 247,530 0 0
SAGE THERAPEUTICS INC COM 78667J108 8,679 122,125 SH   SOLE 122,125 0 0
SAREPTA THERAPEUTICS INC COM 803607100 10,236 345,811 SH   SOLE 345,811 0 0
SHIRE PLC SPONSORED ADR 82481R106 48,053 275,802 SH   SOLE 275,802 0 0
T MOBILE US INC COM 872590104 49,269 762,798 SH   SOLE 762,798 0 0
TABLEAU SOFTWARE INC CL A 87336U105 174,847 3,528,694 SH   SOLE 3,528,694 0 0
TALEND S A ADS 874224207 24,500 822,685 SH   SOLE 822,685 0 0
VARONIS SYS INC COM 922280102 56,382 1,773,004 SH   SOLE 1,773,004 0 0
VERINT SYS INC COM 92343X100 27,053 623,693 SH   SOLE 623,693 0 0
WAYFAIR INC CL A 94419L101 24,006 592,897 SH   SOLE 592,897 0 0
WORKIVA INC COM CL A 98139A105 9,391 600,082 SH   SOLE 600,082 0 0
YAHOO INC COM 984332106 3,481 75,000 SH   SOLE 75,000 0 0
YANDEX N V SHS CLASS A N97284108 30,960 1,411,782 SH   SOLE 1,411,782 0 0
ZAYO GROUP HLDGS INC COM 98919V105 61,214 1,860,595 SH   SOLE 1,860,595 0 0
ZYNGA INC CL A 98986T108 51,350 18,017,518 SH   SOLE 18,017,518 0 0