The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 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 |
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 21,292 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 2,818 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 25,287 | 27,200 | SH | SOLE | 27,200 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 23,309 | 25,650 | SH | SOLE | 25,650 | 0 | 0 | ||
ALTABA INC | COM | 021346101 | 162,623 | 2,985,000 | SH | SOLE | 2,985,000 | 0 | 0 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 19,952 | 150,785 | SH | SOLE | 150,785 | 0 | 0 | ||
APPTIO INC | CL A | 03835C108 | 20,561 | 1,185,074 | SH | SOLE | 1,185,074 | 0 | 0 | ||
BARRACUDA NETWORKS INC | COM | 068323104 | 7,495 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 23,161 | 457,102 | SH | SOLE | 457,102 | 0 | 0 | ||
CIGNA CORPORATION | COM | 125509109 | 70,304 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
COLLEGIUM PHARMACEUTICAL INC | COM | 19459J104 | 28,249 | 2,258,101 | SH | SOLE | 2,258,101 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 46,397 | 1,220,000 | SH | SOLE | 1,220,000 | 0 | 0 | ||
ELECTRONICS FOR IMAGING INC | COM | 286082102 | 120,351 | 2,540,116 | SH | SOLE | 2,540,116 | 0 | 0 | ||
EMERALD EXPOSITIONS EVENTS I | COM | 29103B100 | 10,948 | 499,900 | SH | SOLE | 499,900 | 0 | 0 | ||
ETSY INC | COM | 29786A106 | 67,069 | 4,471,258 | SH | SOLE | 4,471,258 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 72,244 | 478,500 | SH | SOLE | 478,500 | 0 | 0 | ||
GENMARK DIAGNOSTICS INC | COM | 372309104 | 47,147 | 3,985,360 | SH | SOLE | 3,985,360 | 0 | 0 | ||
IAC INTERACTIVECORP | COM | 44919P508 | 57,010 | 552,205 | SH | SOLE | 552,205 | 0 | 0 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 216,545 | 1,392,575 | SH | SOLE | 1,392,575 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 37,373 | 430,810 | SH | SOLE | 430,810 | 0 | 0 | ||
LIBERTY MEDIA CORP DELAWARE | COM SER C FRMLA | 531229854 | 16,662 | 455,000 | SH | SOLE | 455,000 | 0 | 0 | ||
NANOSTRING TECHNOLOGIES INC | COM | 63009R109 | 34,642 | 2,094,408 | SH | SOLE | 2,094,408 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 195,512 | 1,461,118 | SH | SOLE | 1,461,118 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 25,262 | 470,697 | SH | SOLE | 470,697 | 0 | 0 | ||
PORTOLA PHARMACEUTICALS INC | COM | 737010108 | 18,314 | 326,043 | SH | SOLE | 326,043 | 0 | 0 | ||
PROS HOLDINGS INC | COM | 74346Y103 | 38,374 | 1,401,005 | SH | SOLE | 1,401,005 | 0 | 0 | ||
RADWARE LTD | ORD | M81873107 | 75,417 | 4,299,707 | SH | SOLE | 4,299,707 | 0 | 0 | ||
SAGE THERAPEUTICS INC | COM | 78667J108 | 4,350 | 54,625 | SH | SOLE | 54,625 | 0 | 0 | ||
SAREPTA THERAPEUTICS INC | COM | 803607100 | 20,949 | 621,458 | SH | SOLE | 621,458 | 0 | 0 | ||
SPARK THERAPEUTICS INC | COM | 84652J103 | 1,792 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 49,090 | 809,798 | SH | SOLE | 809,798 | 0 | 0 | ||
TABLEAU SOFTWARE INC | CL A | 87336U105 | 98,338 | 1,605,000 | SH | SOLE | 1,605,000 | 0 | 0 | ||
TALEND S A | ADS | 874224207 | 34,133 | 981,393 | SH | SOLE | 981,393 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 15,062 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
VARONIS SYS INC | COM | 922280102 | 89,406 | 2,403,378 | SH | SOLE | 2,403,378 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 7,673 | 99,800 | SH | SOLE | 99,800 | 0 | 0 | ||
YANDEX N V | SHS CLASS A | N97284108 | 74,700 | 2,846,782 | SH | SOLE | 2,846,782 | 0 | 0 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 82,290 | 2,663,095 | SH | SOLE | 2,663,095 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 47,852 | 1,722,534 | SH | SOLE | 1,722,534 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 42,524 | 11,682,518 | SH | SOLE | 11,682,518 | 0 | 0 |