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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 54,636 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| ADAPTIMMUNE THERAPEUTICS PLC | SPONDS ADR | 00653A107 | 120,400 | 28,000,000 | SH | SOLE | 28,000,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 160,268 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 99,150 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 208,267 | 5,198,868 | SH | SOLE | 5,198,868 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 99,149 | 565,500 | SH | SOLE | 565,500 | 0 | 0 | ||
| DAVITA INC | COM | 23918K108 | 105,323 | 1,940,000 | SH | SOLE | 1,940,000 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 59,903 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 150,021 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| INCYTE CORP | COM | 45337C102 | 345,059 | 4,011,847 | SH | SOLE | 4,011,847 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 61,463 | 1,487,128 | SH | SOLE | 1,487,128 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 713,120 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 126,696 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| SEATTLE GENETICS INC | COM | 812578102 | 230,109 | 3,141,852 | SH | SOLE | 3,141,852 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 157,332 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 486,846 | 3,825,000 | SH | SOLE | 3,825,000 | 0 | 0 | ||
| TERADYNE INC | COM | 880770102 | 19,920 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 280,467 | 617,783 | SH | SOLE | 617,783 | 0 | 0 | ||
| TRILLIUM THERAPEUTICS INC | COM NEW | 89620X506 | 1,510 | 2,288,560 | SH | SOLE | 2,288,560 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 269,990 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||