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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 7,421 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 70,687 | 62,600 | SH | SOLE | 62,600 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 20,133 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 87,944 | 610,000 | SH | SOLE | 610,000 | 0 | 0 | ||
| ARGENX SE | SPONSORED ADR | 04016X101 | 6,629 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 135,815 | 67,000 | SH | SOLE | 67,000 | 0 | 0 | ||
| ELECTRONICS FOR IMAGING INC | COM | 286082102 | 132,421 | 4,066,977 | SH | SOLE | 4,066,977 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 87,444 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| GENMARK DIAGNOSTICS INC | COM | 372309104 | 28,580 | 4,479,615 | SH | SOLE | 4,479,615 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 291,292 | 1,910,237 | SH | SOLE | 1,910,237 | 0 | 0 | ||
| INTERSECT ENT INC | COM | 46071F103 | 12,528 | 334,514 | SH | SOLE | 334,514 | 0 | 0 | ||
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 124,933 | 725,092 | SH | SOLE | 725,092 | 0 | 0 | ||
| NANOSTRING TECHNOLOGIES INC | COM | 63009R109 | 29,487 | 2,155,490 | SH | SOLE | 2,155,490 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 41,625 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 186,709 | 908,690 | SH | SOLE | 908,690 | 0 | 0 | ||
| PORTOLA PHARMACEUTICALS INC | COM | 737010108 | 86,123 | 2,280,201 | SH | SOLE | 2,280,201 | 0 | 0 | ||
| RADWARE LTD | ORD | M81873107 | 91,723 | 3,628,284 | SH | SOLE | 3,628,284 | 0 | 0 | ||
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 37,010 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 46,266 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 94,818 | 970,000 | SH | SOLE | 970,000 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 82,534 | 2,299,000 | SH | SOLE | 2,299,000 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 145,920 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 52,492 | 963,339 | SH | SOLE | 963,339 | 0 | 0 | ||
| ZOGENIX INC | COM NEW | 98978L204 | 90,695 | 2,051,934 | SH | SOLE | 2,051,934 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 86,081 | 21,150,000 | SH | SOLE | 21,150,000 | 0 | 0 | ||