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 |
| 1LIFE HEALTHCARE INC | COM | 68269G107 | 13,697 | 754,658 | SH | SOLE | 754,658 | 0 | 0 | ||
| 8X8 INC NEW | COM | 282914100 | 35,086 | 2,531,459 | SH | SOLE | 2,531,459 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 25,946 | 81,531 | SH | SOLE | 81,531 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 55,085 | 28,253 | SH | SOLE | 28,253 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 34,496 | 151,937 | SH | SOLE | 151,937 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 16,132 | 103,345 | SH | SOLE | 103,345 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 29,514 | 166,579 | SH | SOLE | 166,579 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 39,686 | 942,212 | SH | SOLE | 942,212 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 11,397 | 85,049 | SH | SOLE | 85,049 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 31,536 | 189,065 | SH | SOLE | 189,065 | 0 | 0 | ||
| GENPACT LIMITED | SHS | G3922B107 | 36,967 | 1,265,998 | SH | SOLE | 1,265,998 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 1,485 | 16,528 | SH | SOLE | 16,528 | 0 | 0 | ||
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 27,392 | 634,520 | SH | SOLE | 634,520 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 51,875 | 480,951 | SH | SOLE | 480,951 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 23,577 | 518,641 | SH | SOLE | 518,641 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 21,030 | 500,005 | SH | SOLE | 500,005 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 52,320 | 331,745 | SH | SOLE | 331,745 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 21,091 | 456,126 | SH | SOLE | 456,126 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 16,643 | 271,899 | SH | SOLE | 271,899 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 24,897 | 172,923 | SH | SOLE | 172,923 | 0 | 0 | ||
| T MOBILE US INC | COM | 872590104 | 51,172 | 609,912 | SH | SOLE | 609,912 | 0 | 0 | ||
| TRANSUNION | COM | 89400J107 | 30,800 | 465,394 | SH | SOLE | 465,394 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 14,679 | 525,764 | SH | SOLE | 525,764 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 25,322 | 882,306 | SH | SOLE | 882,306 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 9,994 | 99,125 | SH | SOLE | 99,125 | 0 | 0 | ||