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 |
| AMICUS THERAPEUTICS INC | COM | 03152W109 | 8,020 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 104,232 | 1,418,704 | SH | SOLE | 1,418,704 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 58,878 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 45,333 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 12,614 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| EVENTBRITE INC | COM CL A | 29975E109 | 27,185 | 1,535,000 | SH | SOLE | 1,535,000 | 0 | 0 | ||
| EVOLUS INC | COM | 30052C107 | 5,223 | 334,396 | SH | SOLE | 334,396 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 8,014 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| GENMARK DIAGNOSTICS INC | COM | 372309104 | 34,197 | 5,643,118 | SH | SOLE | 5,643,118 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 58,601 | 556,096 | SH | SOLE | 556,096 | 0 | 0 | ||
| HEADHUNTER GROUP PLC | SPONSORED ADS | 42207L106 | 17,554 | 910,000 | SH | SOLE | 910,000 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 331,872 | 1,522,558 | SH | SOLE | 1,522,558 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 3,817 | 90,959 | SH | SOLE | 90,959 | 0 | 0 | ||
| NANOSTRING TECHNOLOGIES INC | COM | 63009R109 | 53,458 | 2,476,069 | SH | SOLE | 2,476,069 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 259,438 | 1,272,816 | SH | SOLE | 1,272,816 | 0 | 0 | ||
| PEGASYSTEMS INC | COM | 705573103 | 98,775 | 1,451,513 | SH | SOLE | 1,451,513 | 0 | 0 | ||
| PORTOLA PHARMACEUTICALS INC | COM | 737010108 | 98,350 | 3,667,037 | SH | SOLE | 3,667,037 | 0 | 0 | ||
| RADWARE LTD | ORD | M81873107 | 102,669 | 4,232,009 | SH | SOLE | 4,232,009 | 0 | 0 | ||
| SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 8,579 | 459,000 | SH | SOLE | 459,000 | 0 | 0 | ||
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 94,338 | 1,252,500 | SH | SOLE | 1,252,500 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 128,820 | 1,130,000 | SH | SOLE | 1,130,000 | 0 | 0 | ||
| VARONIS SYS INC | COM | 922280102 | 113,342 | 1,895,991 | SH | SOLE | 1,895,991 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 47,964 | 1,370,000 | SH | SOLE | 1,370,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 77,355 | 1,061,400 | SH | SOLE | 1,061,400 | 0 | 0 | ||
| ZOGENIX INC | COM NEW | 98978L204 | 139,087 | 3,473,695 | SH | SOLE | 3,473,695 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 165,832 | 28,493,500 | SH | SOLE | 28,493,500 | 0 | 0 | ||