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
ALDER BIOPHARMACEUTICALS INC COM 014339105 2,094 100,665 SH   SOLE 100,665 0 0
ALPHABET INC CAP STK CL C 02079K107 35,234 45,650 SH   SOLE 45,650 0 0
ALPHABET INC CAP STK CL A 02079K305 27,102 34,200 SH   SOLE 34,200 0 0
AMERICAN TOWER CORP NEW COM 03027X100 78,402 741,885 SH   SOLE 741,885 0 0
BIOGEN INC COM 09062X103 39,208 138,260 SH   SOLE 138,260 0 0
CELGENE CORP COM 151020104 16,205 140,000 SH   SOLE 140,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 30,149 104,713 SH   SOLE 104,713 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 14,309 919,001 SH   SOLE 919,001 0 0
COMMSCOPE HLDG CO INC COM 20337X109 39,618 1,065,000 SH   SOLE 1,065,000 0 0
DBV TECHNOLOGIES S A SPONSORED ADR 23306J101 2,922 83,190 SH   SOLE 83,190 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 121,809 2,777,233 SH   SOLE 2,777,233 0 0
EXPEDIA INC DEL COM NEW 30212P303 76,005 670,950 SH   SOLE 670,950 0 0
FRONTIER COMMUNICATIONS CORP COM 35906A108 8,450 2,500,000 SH Put SOLE 2,500,000 0 0
GENMARK DIAGNOSTICS INC COM 372309104 39,907 3,260,378 SH   SOLE 3,260,378 0 0
IAC INTERACTIVECORP COM 44919P508 131,502 2,029,661 SH   SOLE 2,029,661 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 167,991 1,540,782 SH   SOLE 1,540,782 0 0
K2M GROUP HLDGS INC COM 48273J107 14,558 726,449 SH   SOLE 726,449 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 83,500 1,127,311 SH   SOLE 1,127,311 0 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 5,554 140,000 SH   SOLE 140,000 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 948 35,242 SH   SOLE 35,242 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 1,870 76,193 SH   SOLE 76,193 0 0
LOGMEIN INC COM 54142L109 3,379 35,000 SH   SOLE 35,000 0 0
MICROSOFT CORP COM 594918104 26,720 430,000 SH   SOLE 430,000 0 0
NANOSTRING TECHNOLOGIES INC COM 63009R109 44,279 1,985,592 SH   SOLE 1,985,592 0 0
PALO ALTO NETWORKS INC COM 697435105 90,411 723,000 SH   SOLE 723,000 0 0
PAYPAL HLDGS INC COM 70450Y103 121,257 3,072,127 SH   SOLE 3,072,127 0 0
PEGASYSTEMS INC COM 705573103 48,450 1,345,833 SH   SOLE 1,345,833 0 0
PROS HOLDINGS INC COM 74346Y103 33,137 1,539,828 SH   SOLE 1,539,828 0 0
RADWARE LTD ORD M81873107 61,124 4,192,301 SH   SOLE 4,192,301 0 0
SAREPTA THERAPEUTICS INC COM 803607100 9,572 348,954 SH   SOLE 348,954 0 0
SHIRE PLC SPONSORED ADR 82481R106 46,565 273,302 SH   SOLE 273,302 0 0
T MOBILE US INC COM 872590104 52,323 909,808 SH   SOLE 909,808 0 0
TABLEAU SOFTWARE INC CL A 87336U105 164,757 3,908,836 SH   SOLE 3,908,836 0 0
VARONIS SYS INC COM 922280102 33,616 1,254,335 SH   SOLE 1,254,335 0 0
VERINT SYS INC COM 92343X100 21,839 619,534 SH   SOLE 619,534 0 0
WAYFAIR INC CL A 94419L101 38,340 1,093,873 SH   SOLE 1,093,873 0 0
WORKIVA INC COM CL A 98139A105 11,757 861,287 SH   SOLE 861,287 0 0
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 2,725 118,560 SH   SOLE 118,560 0 0
YANDEX N V SHS CLASS A N97284108 32,812 1,630,000 SH   SOLE 1,630,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 66,906 2,036,103 SH   SOLE 2,036,103 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 15,996 155,000 SH   SOLE 155,000 0 0
ZOGENIX INC COM NEW 98978L204 2,217 182,500 SH   SOLE 182,500 0 0
ZYNGA INC CL A 98986T108 12,914 5,025,000 SH   SOLE 5,025,000 0 0