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 |
| 21VIANET GROUP INC | SPONSORED ADS A | 90138A103 | 20,131 | 843,719 | SH | SOLE | 843,719 | 0 | 0 | ||
| 8X8 INC NEW | COM | 282914100 | 9,600 | 600,000 | SH | Call | SOLE | 600,000 | 0 | 0 | |
| 8X8 INC NEW | COM | 282914100 | 49,829 | 3,114,338 | SH | SOLE | 3,114,338 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 55,698 | 258,221 | SH | SOLE | 258,221 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 70,314 | 25,487 | SH | SOLE | 25,487 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 39,412 | 149,868 | SH | SOLE | 149,868 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 41,569 | 1,183,970 | SH | SOLE | 1,183,970 | 0 | 0 | ||
| CENTENE CORP DEL | COM | 15135B101 | 27,007 | 424,974 | SH | SOLE | 424,974 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 60,942 | 1,192,594 | SH | SOLE | 1,192,594 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 18,700 | 95,220 | SH | SOLE | 95,220 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 23,530 | 255,181 | SH | SOLE | 255,181 | 0 | 0 | ||
| GENPACT LIMITED | SHS | G3922B107 | 39,164 | 1,072,408 | SH | SOLE | 1,072,408 | 0 | 0 | ||
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | 38,671 | 925,817 | SH | SOLE | 925,817 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 55,791 | 274,144 | SH | SOLE | 274,144 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 31,104 | 68,355 | SH | SOLE | 68,355 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 33,037 | 424,690 | SH | SOLE | 424,690 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 29,241 | 156,092 | SH | SOLE | 156,092 | 0 | 0 | ||
| SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 48,687 | 1,364,169 | SH | SOLE | 1,364,169 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 56,576 | 543,212 | SH | SOLE | 543,212 | 0 | 0 | ||
| T-MOBILE US INC | RIGHT 07/27/2020 | 872590112 | 91 | 543,212 | SH | SOLE | 543,212 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 33,150 | 655,650 | SH | SOLE | 655,650 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 14,500 | 56,591 | SH | SOLE | 56,591 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 35,069 | 396,125 | SH | SOLE | 396,125 | 0 | 0 | ||