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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ACACIA COMMUNICATIONS INCCOM00401C10877,4621,149,293SH SOLE 1,149,29300
ACTIVISION BLIZZARD INCCOM00507V1098,03099,200SH SOLE 99,20000
AERCAP HOLDINGS NVSHSN009851061,21948,400SH SOLE 48,40000
ALPHABET INCCAP STK CL A02079K30512,7518,700SH SOLE 8,70000
ALTERYX INCCOM CL A02156B1036,17154,350SH SOLE 54,35000
AMAZON COM INCCOM02313510611,5563,670SH SOLE 3,67000
ANAPLAN INCCOM03272L1081,87730,000SH SOLE 30,00000
ATLASSIAN CORP PLCCL AG0624210412,54469,000SH SOLE 69,00000
AUTODESK INCCOM0527691063,30314,300SH SOLE 14,30000
AVALARA INCCOM05338G1063,64228,600SH SOLE 28,60000
AVAYA HLDGS CORPCOM05351X10153,5803,525,000SH SOLE 3,525,00000
AVIS BUDGET GROUPCOM05377410510,396395,000SHPutSOLE 395,00000
AXON ENTERPRISE INCCOM05464C1018,70195,930SH SOLE 95,93000
BANDWIDTH INCCOM CL A05988J1039,13052,300SH SOLE 52,30000
BRISTOL-MYERS SQUIBB CORIGHT 99/99/99991101221573,4851,549,100SH SOLE 1,549,10000
CAESARS ENTERTAINMENT INC NECOM12769G10012,451222,100SH SOLE 222,10000
CORNERSTONE ONDEMAND INCCOM21925Y1033,10985,500SH SOLE 85,50000
CROWDSTRIKE HLDGS INCCL A22788C1059,55769,600SH SOLE 69,60000
CYBERARK SOFTWARE LTDSHSM2682V1087,09568,600SH SOLE 68,60000
DISNEY WALT COCOM DISNEY2546871064,51736,400SH SOLE 36,40000
E TRADE FINANCIAL CORPCOM NEW26924640151,3821,026,620SH SOLE 1,026,62000
ELECTRONIC ARTS INCCOM2855121095,70543,750SH SOLE 43,75000
EPR PPTYSCOM SH BEN INT26884U1093,526128,200SH SOLE 128,20000
FACEBOOK INCCL A30303M1029,11434,800SH SOLE 34,80000
FARFETCH LTDORD SH CL A30744W1071,04441,500SH SOLE 41,50000
FITBIT INCCL A33812L10218,6692,682,324SH SOLE 2,682,32400
FIVE9 INCCOM33830710115,250117,600SH SOLE 117,60000
GRUBHUB INCCOM40011010214,110195,073SH SOLE 195,07300
HILTON GRAND VACATIONS INCCOM43283X10514,092671,710SH SOLE 671,71000
IMMUNOMEDICS INCCOM45290710868,024800,000SH SOLE 800,00000
INTUITCOM4612021031,1893,650SH SOLE 3,65000
KLX ENERGY SERVICS HOLDNGS ICOM NEW48253L2051,030248,208SH SOLE 248,20800
MARRIOTT INTL INC NEWCL A5719032024,41647,700SH SOLE 47,70000
MAXIM INTEGRATED PRODS INCCOM57772K10115,537229,800SH SOLE 229,80000
MIMECAST LTDORD SHSG148381092,31649,351SH SOLE 49,35100
MOTOROLA SOLUTIONS INCCOM NEW6200763073,98325,400SH SOLE 25,40000
NAVISTAR INTL CORP NEWCOM63934E10812,679291,200SH SOLE 291,20000
NEW RELIC INCCOM64829B1008,679154,000SH SOLE 154,00000
NICE LTDSPONSORED ADR65365610815,44568,030SH SOLE 68,03000
NXP SEMICONDUCTORS N VCOMN6596X10935,496284,400SH SOLE 284,40000
PAYCOM SOFTWARE INCCOM70432V1023,58011,500SH SOLE 11,50000
PAYLOCITY HLDG CORPCOM70438V1063,71323,000SH SOLE 23,00000
PAYPAL HLDGS INCCOM70450Y1038,17441,485SH SOLE 41,48500
PROOFPOINT INCCOM7434241032,75526,100SH SOLE 26,10000
QIWI PLCSPON ADR REP B74735M1088,202472,761SH SOLE 472,76100
RINGCENTRAL INCCL A76680R2069,30933,900SH SOLE 33,90000
SABRE CORPCOM78573M10415,6442,403,000SH SOLE 2,403,00000
SALESFORCE COM INCCOM79466L30212,36549,200SH SOLE 49,20000
SHOPIFY INCCL A82509L1079,4529,240SH SOLE 9,24000
SIMON PPTY GROUP INC NEWCOM8288061093,93762,000SH SOLE 62,00000
SQUARE INCCL A8522341033,38920,850SH SOLE 20,85000
TAKE-TWO INTERACTIVE SOFTWARCOM8740541098,28650,150SH SOLE 50,15000
TAUBMAN CTRS INCCOM87666410317,954539,327SH SOLE 539,32700
TIFFANY & CO NEWCOM88654710867,469582,381SH SOLE 582,38100
TWILIO INCCL A90138F1029,04336,600SH SOLE 36,60000
VARIAN MED SYS INCCOM92220P10524,200140,700SH SOLE 140,70000
VERTEX PHARMACEUTICALS INCCOM92532F10025,44393,500SH SOLE 93,50000
VONAGE HLDGS CORPCOM92886T2012,636257,700SH SOLE 257,70000
WILLSCOT MOBIL MINI HLDNG COCOM CL A97137810412,148728,300SH SOLE 728,30000
WORKDAY INCCL A98138H10111,59653,900SH SOLE 53,90000
WRIGHT MED GROUP N VORD SHSN9661711857,8891,895,500SH SOLE 1,895,50000
ZOOM VIDEO COMMUNICATIONS INCL A98980L10115,74933,500SH SOLE 33,50000
ZYNGA INCCL A98986T1085,019550,300SH SOLE 550,30000