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
ALPHABET INC CAP STK CL C 02079K107 61,185 63,793 SH   SOLE   63,793 0 0
ALPHABET INC CAP STK CL C 02079K107 19,374 20,200 SH   OTR 1 20,200 0 0
ANTHEM INC COM 036752103 38,684 203,727 SH   SOLE   203,727 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 9,445 146,048 SH   SOLE   146,048 0 0
BANK AMER CORP COM 060505104 42,772 1,687,905 SH   SOLE   1,687,905 0 0
BLUE APRON HLDGS INC CL A 09523Q101 9,954 1,826,417 SH   SOLE   1,826,417 0 0
CBRE GROUP INC CL A 12504L109 5,682 150,000 SH Put SOLE   150,000 0 0
CDK GLOBAL INC COM 12508E101 51,587 817,669 SH   SOLE   817,669 0 0
CLOUDERA INC COM 18914U100 1,150 69,193 SH   SOLE   69,193 0 0
CORELOGIC INC COM 21871D103 36,471 789,079 SH   SOLE   789,079 0 0
FACEBOOK INC CL A 30303M102 45,291 265,059 SH   SOLE   265,059 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 54,866 354,501 SH   SOLE   354,501 0 0
GENPACT LIMITED SHS G3922B107 48,928 1,701,831 SH   SOLE   1,701,831 0 0
GENPACT LIMITED SHS G3922B107 12,688 441,317 SH   OTR 1 441,317 0 0
HOME DEPOT INC COM 437076102 76,055 465,000 SH Call SOLE   465,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 37,447 545,077 SH   SOLE   545,077 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 13,144 535,385 SH   SOLE   535,385 0 0
LINCOLN NATL CORP IND COM 534187109 29,337 399,255 SH   SOLE   399,255 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 30,644 641,086 SH   SOLE   641,086 0 0
MCKESSON CORP COM 58155Q103 38,997 253,870 SH   SOLE   253,870 0 0
MICROSOFT CORP COM 594918104 54,926 737,359 SH   SOLE   737,359 0 0
NXP SEMICONDUCTORS N V COM N6596X109 25,471 225,228 SH   SOLE   225,228 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 35,762 376,164 SH   SOLE   376,164 0 0
SALESFORCE COM INC COM 79466L302 35,945 384,763 SH   SOLE   384,763 0 0
SNAP INC CL A 83304A106 18,280 1,257,228 SH   SOLE   1,257,228 0 0
STAMPS COM INC COM NEW 852857200 39,517 195,000 SH   SOLE   195,000 0 0
T MOBILE US INC COM 872590104 38,506 624,491 SH   SOLE   624,491 0 0
UBIQUITI NETWORKS INC COM 90347A100 20,167 360,000 SH   SOLE   360,000 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 38,693 250,878 SH   SOLE   250,878 0 0
YUM CHINA HLDGS INC COM 98850P109 24,841 621,490 SH   SOLE   621,490 0 0