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 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 406 | 2,480 | SH | SOLE | 2,480 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 27,624 | 113,300 | SH | SOLE | 113,300 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 855 | 4,608 | SH | SOLE | 4,608 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 282 | 250 | SH | SOLE | 250 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 17,570 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| ALTICE USA INC | CL A | 02156K103 | 9,918 | 581,361 | SH | SOLE | 581,361 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 28,958 | 17,036 | SH | SOLE | 17,036 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 593 | 12,842 | SH | SOLE | 12,842 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 446 | 1,734 | SH | SOLE | 1,734 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 524 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 635 | 4,545 | SH | SOLE | 4,545 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 762 | 2,700 | SH | SOLE | 2,700 | 0 | 0 | ||
| EOG RES INC | COM | 26875P101 | 17,545 | 141,000 | SH | SOLE | 141,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 35,246 | 181,380 | SH | SOLE | 181,380 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 827 | 2,961 | SH | SOLE | 2,961 | 0 | 0 | ||
| INTERXION HOLDING N.V | SHS | N47279109 | 52,832 | 846,390 | SH | SOLE | 846,390 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 881 | 1,842 | SH | SOLE | 1,842 | 0 | 0 | ||
| KORNIT DIGITAL LTD | SHS | M6372Q113 | 9,256 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 17,754 | 90,340 | SH | SOLE | 90,340 | 0 | 0 | ||
| MATERIALISE NV | SPONSORED ADS | 57667T100 | 4,414 | 340,099 | SH | SOLE | 340,099 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 33,784 | 342,600 | SH | SOLE | 342,600 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 915 | 2,338 | SH | SOLE | 2,338 | 0 | 0 | ||
| NICE LTD | SPONSORED ADR | 653656108 | 363 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 18,261 | 77,082 | SH | SOLE | 77,082 | 0 | 0 | ||
| P T TELEKOMUNIKASI INDONESIA | SPONSORED ADR | 715684106 | 6,633 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 370 | 1,800 | SH | SOLE | 1,800 | 0 | 0 | ||
| RED HAT INC | COM | 756577102 | 605 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 20,324 | 149,000 | SH | SOLE | 149,000 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM | 806857108 | 9,384 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 690 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| SODASTREAM INTERNATIONAL LTD | USD SHS | M9068E105 | 33,740 | 395,540 | SH | SOLE | 395,540 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 719 | 7,259 | SH | SOLE | 7,259 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 370 | 2,200 | SH | SOLE | 2,200 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 538 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 13,464 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 41,060 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 351 | 2,900 | SH | SOLE | 2,900 | 0 | 0 | ||
| XILINX INC | COM | 983919101 | 522 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||