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
ACCELERON PHARMA INC COM 00434H108 3,860 88,624 SH   OTR 1 0 88,624 0
ACCELERON PHARMA INC COM 00434H108 12,426 285,326 SH   SOLE   285,326 0 0
ACTIVISION BLIZZARD INC COM 00507V109 42,335 909,054 SH   OTR 1 0 909,054 0
ACTIVISION BLIZZARD INC COM 00507V109 142,258 3,054,721 SH   SOLE   3,054,721 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104 4,872 105,668 SH   OTR 1 0 105,668 0
AGIOS PHARMACEUTICALS INC COM 00847X104 15,836 343,447 SH   SOLE   343,447 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 45,457 331,632 SH   OTR 1 0 331,632 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 152,894 1,115,446 SH   SOLE   1,115,446 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 2,930 40,184 SH   OTR 1 0 40,184 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 9,465 129,816 SH   SOLE   129,816 0 0
ALPHABET INC CAP STK CL A 02079K305 12,331 11,800 SH Call OTR 1 0 11,800 0
ALPHABET INC CAP STK CL A 02079K305 39,813 38,100 SH Call SOLE   38,100 0 0
ALPHABET INC CAP STK CL A 02079K305 71,947 68,851 SH   OTR 1 0 68,851 0
ALPHABET INC CAP STK CL A 02079K305 218,376 208,980 SH   SOLE   208,980 0 0
ALTERYX INC COM CL A 02156B103 2,974 50,000 SH   SOLE   50,000 0 0
AMAZON COM INC COM 023135106 24,783 16,500 SH Call OTR 1 0 16,500 0
AMAZON COM INC COM 023135106 80,055 53,300 SH Call SOLE   53,300 0 0
AMAZON COM INC COM 023135106 71,636 47,695 SH   OTR 1 0 47,695 0
AMAZON COM INC COM 023135106 236,831 157,680 SH   SOLE   157,680 0 0
AMERICAN TOWER CORP NEW COM 03027X100 39,879 252,095 SH   OTR 1 0 252,095 0
AMERICAN TOWER CORP NEW COM 03027X100 128,243 810,692 SH   SOLE   810,692 0 0
ANALOG DEVICES INC COM 032654105 44,697 520,767 SH   OTR 1 0 520,767 0
ANALOG DEVICES INC COM 032654105 148,590 1,731,214 SH   SOLE   1,731,214 0 0
ANAPLAN INC COM 03272L108 4,335 163,337 SH   OTR 1 0 163,337 0
ANAPLAN INC COM 03272L108 13,708 516,517 SH   SOLE   516,517 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 23,336 354,600 SH Call OTR 1 0 354,600 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 75,379 1,145,400 SH Call SOLE   1,145,400 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 9,286 378,396 SH   OTR 1 0 378,396 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 30,395 1,238,604 SH   SOLE   1,238,604 0 0
APPLE INC COM 037833100 18,456 117,000 SH Call OTR 1 0 117,000 0
APPLE INC COM 037833100 60,414 383,000 SH Call SOLE   383,000 0 0
APPLIED MATLS INC COM 038222105 2,456 75,000 SH Call SOLE   75,000 0 0
APPLIED MATLS INC COM 038222105 11,428 349,060 SH   OTR 1 0 349,060 0
APPLIED MATLS INC COM 038222105 36,055 1,101,239 SH   SOLE   1,101,239 0 0
ARRAY BIOPHARMA INC COM 04269X105 6,408 449,705 SH   OTR 1 0 449,705 0
ARRAY BIOPHARMA INC COM 04269X105 21,149 1,484,151 SH   SOLE   1,484,151 0 0
ASPEN TECHNOLOGY INC COM 045327103 14,511 176,579 SH   OTR 1 0 176,579 0
ASPEN TECHNOLOGY INC COM 045327103 36,810 447,925 SH   SOLE   447,925 0 0
AUTODESK INC COM 052769106 30,159 234,500 SH Put OTR 1 0 234,500 0
AUTODESK INC COM 052769106 98,451 765,500 SH Put SOLE   765,500 0 0
AUTODESK INC COM 052769106 15,197 118,163 SH   OTR 1 0 118,163 0
AUTODESK INC COM 052769106 50,531 392,901 SH   SOLE   392,901 0 0
BAIDU INC SPON ADR REP A 056752108 37,747 238,000 SH Put OTR 1 0 238,000 0
BAIDU INC SPON ADR REP A 056752108 122,598 773,000 SH Put SOLE   773,000 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 2,859 53,031 SH   OTR 1 0 53,031 0
BLUEPRINT MEDICINES CORP COM 09627Y109 9,236 171,315 SH   SOLE   171,315 0 0
BROADCOM INC COM 11135F101 10,124 39,815 SH   OTR 1 0 39,815 0
BROADCOM INC COM 11135F101 33,375 131,253 SH   SOLE   131,253 0 0
BWX TECHNOLOGIES INC COM 05605H100 9,138 239,036 SH   OTR 1 0 239,036 0
BWX TECHNOLOGIES INC COM 05605H100 29,915 782,491 SH   SOLE   782,491 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 63,833 1,468,095 SH   OTR 1 0 1,468,095 0
CADENCE DESIGN SYSTEM INC COM 127387108 211,135 4,855,917 SH   SOLE   4,855,917 0 0
CELGENE CORP COM 151020104 7,195 112,265 SH   OTR 1 0 112,265 0
CELGENE CORP COM 151020104 22,472 350,639 SH   SOLE   350,639 0 0
CME GROUP INC COM CL A 12572Q105 16,349 86,908 SH   OTR 1 0 86,908 0
CME GROUP INC COM CL A 12572Q105 52,146 277,194 SH   SOLE   277,194 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 12,720 29,458 SH   OTR 1 0 29,458 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 41,565 96,261 SH   SOLE   96,261 0 0
CINTAS CORP COM 172908105 12,775 76,044 SH   OTR 1 0 76,044 0
CINTAS CORP COM 172908105 37,556 223,558 SH   SOLE   223,558 0 0
COLGATE PALMOLIVE CO COM 194162103 41,825 702,700 SH Call OTR 1 0 702,700 0
COLGATE PALMOLIVE CO COM 194162103 136,551 2,294,200 SH Call SOLE   2,294,200 0 0
COSTCO WHSL CORP NEW COM 22160K105 554 2,722 SH   SOLE   2,722 0 0
COUPA SOFTWARE INC COM 22266L106 25,663 408,250 SH   OTR 1 0 408,250 0
COUPA SOFTWARE INC COM 22266L106 85,884 1,366,275 SH   SOLE   1,366,275 0 0
DECIPHERA PHARMACEUTICALS IN COM 24344T101 2,474 117,845 SH   OTR 1 0 117,845 0
DECIPHERA PHARMACEUTICALS IN COM 24344T101 7,991 380,702 SH   SOLE   380,702 0 0
DOLLAR TREE INC COM 256746108 2,164 23,957 SH   OTR 1 0 23,957 0
DOLLAR TREE INC COM 256746108 7,198 79,692 SH   SOLE   79,692 0 0
ELECTRONIC ARTS INC COM 285512109 30,004 380,236 SH   OTR 1 0 380,236 0
ELECTRONIC ARTS INC COM 285512109 96,308 1,220,479 SH   SOLE   1,220,479 0 0
EQUINIX INC COM PAR $0.001 29444U700 40,440 114,705 SH   OTR 1 0 114,705 0
EQUINIX INC COM PAR $0.001 29444U700 127,582 361,874 SH   SOLE   361,874 0 0
EVERBRIDGE INC COM 29978A104 3,757 66,184 SH   OTR 1 0 66,184 0
EVERBRIDGE INC COM 29978A104 16,109 283,816 SH   SOLE   283,816 0 0
EXELIXIS INC COM 30161Q104 9,422 479,000 SH Call OTR 1 0 479,000 0
EXELIXIS INC COM 30161Q104 29,794 1,514,700 SH Call SOLE   1,514,700 0 0
FACEBOOK INC CL A 30303M102 46,353 353,600 SH Call OTR 1 0 353,600 0
FACEBOOK INC CL A 30303M102 149,731 1,142,200 SH Call SOLE   1,142,200 0 0
FACEBOOK INC CL A 30303M102 46,677 356,067 SH   OTR 1 0 356,067 0
FACEBOOK INC CL A 30303M102 144,651 1,103,446 SH   SOLE   1,103,446 0 0
FARFETCH LTD ORD SH CL A 30744W107 4,117 232,453 SH   OTR 1 0 232,453 0
FARFETCH LTD ORD SH CL A 30744W107 13,593 767,547 SH   SOLE   767,547 0 0
FIVE9 INC COM 338307101 20,209 462,242 SH   OTR 1 0 462,242 0
FIVE9 INC COM 338307101 66,746 1,526,672 SH   SOLE   1,526,672 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 9,170 1,198,700 SH Call OTR 1 0 1,198,700 0
FORD MTR CO DEL COM PAR $0.01 345370860 28,959 3,785,500 SH Call SOLE   3,785,500 0 0
GENERAL DYNAMICS CORP COM 369550108 11,184 71,142 SH   OTR 1 0 71,142 0
GENERAL DYNAMICS CORP COM 369550108 36,955 235,070 SH   SOLE   235,070 0 0
GENERAL ELECTRIC CO COM 369604103 9,074 1,198,700 SH Call OTR 1 0 1,198,700 0
GENERAL ELECTRIC CO COM 369604103 28,656 3,785,500 SH Call SOLE   3,785,500 0 0
GENERAL MLS INC COM 370334104 14,007 359,700 SH Call OTR 1 0 359,700 0
GENERAL MLS INC COM 370334104 44,220 1,135,600 SH Call SOLE   1,135,600 0 0
GLOBAL PMTS INC COM 37940X102 25,328 245,589 SH   OTR 1 0 245,589 0
GLOBAL PMTS INC COM 37940X102 77,399 750,497 SH   SOLE   750,497 0 0
GUIDEWIRE SOFTWARE INC NOTE 1.250% 3/1 40171VAA8 2,876 3,000,000 PRN   SOLE   3,000,000 0 0
HUBSPOT INC COM 443573100 10,726 85,309 SH   OTR 1 0 85,309 0
HUBSPOT INC COM 443573100 35,629 283,381 SH   SOLE   283,381 0 0
HUYA INC ADS REP SHS A 44852D108 8,667 559,892 SH   OTR 1 0 559,892 0
HUYA INC ADS REP SHS A 44852D108 28,000 1,808,774 SH   SOLE   1,808,774 0 0
IMMUNOMEDICS INC COM 452907108 4,442 311,298 SH   OTR 1 0 311,298 0
IMMUNOMEDICS INC COM 452907108 14,351 1,005,677 SH   SOLE   1,005,677 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 54,761 726,950 SH   OTR 1 0 726,950 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 166,504 2,210,328 SH   SOLE   2,210,328 0 0
ISHARES TR NASDAQ BIOTECH 464287556 1,446 15,000 SH   SOLE   15,000 0 0
JD COM INC SPON ADR CL A 47215P106 48,419 2,313,400 SH Call OTR 1 0 2,313,400 0
JD COM INC SPON ADR CL A 47215P106 164,051 7,838,100 SH Call SOLE   7,838,100 0 0
JD COM INC SPON ADR CL A 47215P106 8,476 404,960 SH   OTR 1 0 404,960 0
JD COM INC SPON ADR CL A 47215P106 28,283 1,351,315 SH   SOLE   1,351,315 0 0
KIMBERLY CLARK CORP COM 494368103 26,730 234,600 SH Call OTR 1 0 234,600 0
KIMBERLY CLARK CORP COM 494368103 86,891 762,600 SH Call SOLE   762,600 0 0
KKR & CO INC CL A 48251W104 8,026 408,868 SH   OTR 1 0 408,868 0
KKR & CO INC CL A 48251W104 25,929 1,320,879 SH   SOLE   1,320,879 0 0
KLA-TENCOR CORP COM 482480100 8,988 100,439 SH   OTR 1 0 100,439 0
KLA-TENCOR CORP COM 482480100 30,102 336,370 SH   SOLE   336,370 0 0
KRAFT HEINZ CO COM 500754106 20,293 471,500 SH Call OTR 1 0 471,500 0
KRAFT HEINZ CO COM 500754106 65,537 1,522,700 SH Call SOLE   1,522,700 0 0
LAM RESEARCH CORP COM 512807108 13,297 97,653 SH   OTR 1 0 97,653 0
LAM RESEARCH CORP COM 512807108 48,411 355,516 SH   SOLE   355,516 0 0
LAS VEGAS SANDS CORP COM 517834107 21,377 410,700 SH Put OTR 1 0 410,700 0
LAS VEGAS SANDS CORP COM 517834107 69,429 1,333,900 SH Put SOLE   1,333,900 0 0
LAS VEGAS SANDS CORP COM 517834107 22,436 431,055 SH   OTR 1 0 431,055 0
LAS VEGAS SANDS CORP COM 517834107 73,551 1,413,083 SH   SOLE   1,413,083 0 0
LOWES COS INC COM 548661107 42,892 464,400 SH Call OTR 1 0 464,400 0
LOWES COS INC COM 548661107 141,302 1,529,900 SH Call SOLE   1,529,900 0 0
LOXO ONCOLOGY INC COM 548862101 6,736 48,092 SH   OTR 1 0 48,092 0
LOXO ONCOLOGY INC COM 548862101 21,273 151,875 SH   SOLE   151,875 0 0
MARTIN MARIETTA MATLS INC COM 573284106 12,133 70,596 SH   OTR 1 0 70,596 0
MARTIN MARIETTA MATLS INC COM 573284106 39,976 232,597 SH   SOLE   232,597 0 0
MASTERCARD INCORPORATED CL A 57636Q104 37,322 197,839 SH   OTR 1 0 197,839 0
MASTERCARD INCORPORATED CL A 57636Q104 122,616 649,964 SH   SOLE   649,964 0 0
MERCADOLIBRE INC COM 58733R102 84,575 288,800 SH Call OTR 1 0 288,800 0
MERCADOLIBRE INC COM 58733R102 280,404 957,500 SH Call SOLE   957,500 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 21,150 294,071 SH   OTR 1 0 294,071 0
MICROCHIP TECHNOLOGY INC COM 595017104 69,012 959,566 SH   SOLE   959,566 0 0
MICROSOFT CORP COM 594918104 63,406 624,256 SH   OTR 1 0 624,256 0
MICROSOFT CORP COM 594918104 204,041 2,008,875 SH   SOLE   2,008,875 0 0
MOMO INC ADR 60879B107 1,188 50,000 SH Call SOLE   50,000 0 0
NETEASE INC SPONSORED ADR 64110W102 45,800 194,587 SH   OTR 1 0 194,587 0
NETEASE INC SPONSORED ADR 64110W102 153,767 653,299 SH   SOLE   653,299 0 0
NORTHROP GRUMMAN CORP COM 666807102 21,182 86,494 SH   OTR 1 0 86,494 0
NORTHROP GRUMMAN CORP COM 666807102 68,672 280,408 SH   SOLE   280,408 0 0
NVIDIA CORP COM 67066G104 15,766 118,100 SH Call OTR 1 0 118,100 0
NVIDIA CORP COM 67066G104 50,984 381,900 SH Call SOLE   381,900 0 0
OKTA INC CL A 679295105 30,715 481,422 SH   OTR 1 0 481,422 0
OKTA INC CL A 679295105 93,655 1,467,953 SH   SOLE   1,467,953 0 0
PAYPAL HLDGS INC COM 70450Y103 1,117 13,281 SH   SOLE   13,281 0 0
PEPSICO INC COM 713448108 19,389 175,500 SH Call OTR 1 0 175,500 0
PEPSICO INC COM 713448108 63,471 574,500 SH Call SOLE   574,500 0 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 8,865 542,193 SH   OTR 1 0 542,193 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 28,639 1,751,604 SH   SOLE   1,751,604 0 0
PUBLIC STORAGE COM 74460D109 23,905 118,100 SH Call OTR 1 0 118,100 0
PUBLIC STORAGE COM 74460D109 77,300 381,900 SH Call SOLE   381,900 0 0
QUALYS INC COM 74758T303 16,378 219,128 SH   OTR 1 0 219,128 0
QUALYS INC COM 74758T303 51,151 684,391 SH   SOLE   684,391 0 0
RAYTHEON CO COM NEW 755111507 8,882 57,919 SH   OTR 1 0 57,919 0
RAYTHEON CO COM NEW 755111507 29,359 191,448 SH   SOLE   191,448 0 0
REALPAGE INC COM 75606N109 5,101 105,853 SH   OTR 1 0 105,853 0
REALPAGE INC COM 75606N109 16,640 345,296 SH   SOLE   345,296 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 12,995 248,469 SH   OTR 1 0 248,469 0
RESTAURANT BRANDS INTL INC COM 76131D103 39,464 754,564 SH   SOLE   754,564 0 0
RINGCENTRAL INC CL A 76680R206 35,611 431,958 SH   OTR 1 0 431,958 0
RINGCENTRAL INC CL A 76680R206 116,121 1,408,557 SH   SOLE   1,408,557 0 0
ROKU INC COM CL A 77543R102 9,051 295,400 SH Call OTR 1 0 295,400 0
ROKU INC COM CL A 77543R102 29,142 951,100 SH Call SOLE   951,100 0 0
SEA LTD ADR 81141R100 5,419 478,681 SH   OTR 1 0 478,681 0
SEA LTD ADR 81141R100 17,734 1,566,568 SH   SOLE   1,566,568 0 0
SINA CORP ORD G81477104 2,146 40,000 SH Call SOLE   40,000 0 0
SMARTSHEET INC COM CL A 83200N103 11,035 443,893 SH   OTR 1 0 443,893 0
SMARTSHEET INC COM CL A 83200N103 33,193 1,335,203 SH   SOLE   1,335,203 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,062,235 4,250,300 SH Put OTR 1 0 4,250,300 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,531,245 14,129,500 SH Put SOLE   14,129,500 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 13,280 117,000 SH Call OTR 1 0 117,000 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 43,471 383,000 SH Call SOLE   383,000 0 0
SQUARE INC CL A 852234103 13,220 235,700 SH Call OTR 1 0 235,700 0
SQUARE INC CL A 852234103 42,713 761,500 SH Call SOLE   761,500 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 49,607 1,099,694 SH   OTR 1 0 1,099,694 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 163,537 3,625,288 SH   SOLE   3,625,288 0 0
STEMLINE THERAPEUTICS INC COM 85858C107 665 70,000 SH   SOLE   70,000 0 0
SYNOPSYS INC COM 871607107 57,081 677,596 SH   OTR 1 0 677,596 0
SYNOPSYS INC COM 871607107 174,249 2,068,477 SH   SOLE   2,068,477 0 0
TABLEAU SOFTWARE INC CL A 87336U105 28,104 234,200 SH Call OTR 1 0 234,200 0
TABLEAU SOFTWARE INC CL A 87336U105 91,560 763,000 SH Call SOLE   763,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 15,478 150,360 SH   OTR 1 0 150,360 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 52,395 508,982 SH   SOLE   508,982 0 0
TARGET CORP COM 87612E106 18,690 282,800 SH Call OTR 1 0 282,800 0
TARGET CORP COM 87612E106 60,386 913,700 SH Call SOLE   913,700 0 0
TENABLE HLDGS INC COM 88025T102 3,229 145,503 SH   OTR 1 0 145,503 0
TENABLE HLDGS INC COM 88025T102 10,431 470,060 SH   SOLE   470,060 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 15,546 1,175,956 SH   OTR 1 0 1,175,956 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 51,122 3,867,044 SH   SOLE   3,867,044 0 0
TERADYNE INC COM 880770102 22,100 704,265 SH   OTR 1 0 704,265 0
TERADYNE INC COM 880770102 71,591 2,281,425 SH   SOLE   2,281,425 0 0
BOEING CO COM 097023105 52,808 163,747 SH   OTR 1 0 163,747 0
BOEING CO COM 097023105 153,493 475,946 SH   SOLE   475,946 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 16,702 1,060,420 SH   OTR 1 0 1,060,420 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 56,695 3,599,696 SH   SOLE   3,599,696 0 0
COCA COLA CO COM 191216100 33,472 706,900 SH Call OTR 1 0 706,900 0
COCA COLA CO COM 191216100 108,133 2,283,700 SH Call SOLE   2,283,700 0 0
PROCTER AND GAMBLE CO COM 742718109 109,596 1,192,300 SH Call OTR 1 0 1,192,300 0
PROCTER AND GAMBLE CO COM 742718109 348,938 3,796,100 SH Call SOLE   3,796,100 0 0
SHERWIN WILLIAMS CO COM 824348106 24,797 63,022 SH   OTR 1 0 63,022 0
SHERWIN WILLIAMS CO COM 824348106 78,413 199,290 SH   SOLE   199,290 0 0
TRANSUNION COM 89400J107 7,321 128,886 SH   OTR 1 0 128,886 0
TRANSUNION COM 89400J107 23,119 407,031 SH   SOLE   407,031 0 0
TWITTER INC COM 90184L102 30,487 1,060,800 SH Call OTR 1 0 1,060,800 0
TWITTER INC COM 90184L102 98,498 3,427,200 SH Call SOLE   3,427,200 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 8,373 192,563 SH   OTR 1 0 192,563 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 27,260 626,963 SH   SOLE   626,963 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 4,914 900,000 SH Call SOLE   900,000 0 0
VISA INC COM CL A 92826C839 47,702 361,546 SH   OTR 1 0 361,546 0
VISA INC COM CL A 92826C839 123,806 938,351 SH   SOLE   938,351 0 0
VULCAN MATLS CO COM 929160109 17,162 173,706 SH   OTR 1 0 173,706 0
VULCAN MATLS CO COM 929160109 55,179 558,488 SH   SOLE   558,488 0 0
WORKDAY INC CL A 98138H101 48,255 302,200 SH Call OTR 1 0 302,200 0
WORKDAY INC CL A 98138H101 152,702 956,300 SH Call SOLE   956,300 0 0
XILINX INC COM 983919101 42,146 494,840 SH   OTR 1 0 494,840 0
XILINX INC COM 983919101 137,355 1,612,716 SH   SOLE   1,612,716 0 0
YUM BRANDS INC COM 988498101 16,154 175,738 SH   OTR 1 0 175,738 0
YUM BRANDS INC COM 988498101 51,082 555,717 SH   SOLE   555,717 0 0
YY INC ADS REPCOM CLA 98426T106 8,318 138,961 SH   OTR 1 0 138,961 0
YY INC ADS REPCOM CLA 98426T106 29,044 485,192 SH   SOLE   485,192 0 0
ZENDESK INC COM 98936J101 32,548 557,611 SH   OTR 1 0 557,611 0
ZENDESK INC COM 98936J101 107,146 1,835,628 SH   SOLE   1,835,628 0 0
ZSCALER INC COM 98980G102 6,830 174,195 SH   OTR 1 0 174,195 0
ZSCALER INC COM 98980G102 19,929 508,252 SH   SOLE   508,252 0 0
ZUORA INC COM CL A 98983V106 7,696 424,281 SH   OTR 1 0 424,281 0
ZUORA INC COM CL A 98983V106 23,148 1,276,075 SH   SOLE   1,276,075 0 0