The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ACCELERATE DIAGNOSTICS INC | COM | 00430H102 | 6,264 | 297,992 | SH | SOLE | 297,992 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 50,371 | 42,800 | SH | SOLE | 42,800 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 278,856 | 3,762,227 | SH | SOLE | 3,762,227 | 0 | 0 | ||
| AMICUS THERAPEUTICS INC | COM | 03152W109 | 2,720 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 16,010 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 78,521 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 73,198 | 211,000 | SH | SOLE | 211,000 | 0 | 0 | ||
| DENTSPLY SIRONA INC | COM | 24906P109 | 16,861 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
| EBIX INC | COM NEW | 278715206 | 8,842 | 179,100 | SH | SOLE | 179,100 | 0 | 0 | ||
| ELECTRONICS FOR IMAGING INC | COM | 286082102 | 75,602 | 2,810,491 | SH | SOLE | 2,810,491 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 69,510 | 417,000 | SH | SOLE | 417,000 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 29,601 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| GENMARK DIAGNOSTICS INC | COM | 372309104 | 36,528 | 5,152,009 | SH | SOLE | 5,152,009 | 0 | 0 | ||
| GTT COMMUNICATIONS INC | COM | 362393100 | 701 | 20,200 | SH | SOLE | 20,200 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 41,361 | 425,700 | SH | SOLE | 425,700 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 349,528 | 1,663,549 | SH | SOLE | 1,663,549 | 0 | 0 | ||
| INSTRUCTURE INC | COM | 45781U103 | 33,241 | 705,444 | SH | SOLE | 705,444 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 3,383 | 88,459 | SH | SOLE | 88,459 | 0 | 0 | ||
| NANOSTRING TECHNOLOGIES INC | COM | 63009R109 | 13,520 | 565,000 | SH | SOLE | 565,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 31,377 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 32,835 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 225,619 | 928,933 | SH | SOLE | 928,933 | 0 | 0 | ||
| PEGASYSTEMS INC | COM | 705573103 | 141,129 | 2,171,209 | SH | SOLE | 2,171,209 | 0 | 0 | ||
| PORTOLA PHARMACEUTICALS INC | COM | 737010108 | 137,929 | 3,974,898 | SH | SOLE | 3,974,898 | 0 | 0 | ||
| RADWARE LTD | ORD | M81873107 | 111,647 | 4,272,749 | SH | SOLE | 4,272,749 | 0 | 0 | ||
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 72,771 | 610,546 | SH | SOLE | 610,546 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 161,008 | 1,160,000 | SH | SOLE | 1,160,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 130,987 | 1,029,125 | SH | SOLE | 1,029,125 | 0 | 0 | ||
| VARONIS SYS INC | COM | 922280102 | 29,940 | 502,100 | SH | SOLE | 502,100 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 111,948 | 3,260,000 | SH | SOLE | 3,260,000 | 0 | 0 | ||
| ZOGENIX INC | COM NEW | 98978L204 | 73,361 | 1,333,592 | SH | SOLE | 1,333,592 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 117,541 | 22,052,800 | SH | SOLE | 22,052,800 | 0 | 0 | ||