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 |
| AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 3,581 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| AMICUS THERAPEUTICS INC | COM | 03152W109 | 13,532 | 1,389,344 | SH | SOLE | 1,389,344 | 0 | 0 | ||
| BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 157,660 | 1,968,038 | SH | SOLE | 1,968,038 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 92,623 | 45,100 | SH | SOLE | 45,100 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 48,508 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CONSTELLATION PHARMCETICLS I | COM | 210373106 | 4,541 | 96,400 | SH | SOLE | 96,400 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 14,858 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 132,900 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| EVENTBRITE INC | COM CL A | 29975E109 | 40,344 | 2,000,194 | SH | SOLE | 2,000,194 | 0 | 0 | ||
| EVOLUS INC | COM | 30052C107 | 6,199 | 509,396 | SH | SOLE | 509,396 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 112,888 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| GENMARK DIAGNOSTICS INC | COM | 372309104 | 26,540 | 5,517,767 | SH | SOLE | 5,517,767 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 57,395 | 522,864 | SH | SOLE | 522,864 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 317,435 | 1,274,275 | SH | SOLE | 1,274,275 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 14,442 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| MATCH GROUP INC | COM | 57665R106 | 27,072 | 329,706 | SH | SOLE | 329,706 | 0 | 0 | ||
| NANOSTRING TECHNOLOGIES INC | COM | 63009R109 | 51,507 | 1,851,434 | SH | SOLE | 1,851,434 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 160,780 | 695,266 | SH | SOLE | 695,266 | 0 | 0 | ||
| PEGASYSTEMS INC | COM | 705573103 | 82,432 | 1,034,925 | SH | SOLE | 1,034,925 | 0 | 0 | ||
| PORTOLA PHARMACEUTICALS INC | COM | 737010108 | 50,944 | 2,133,343 | SH | SOLE | 2,133,343 | 0 | 0 | ||
| RADWARE LTD | ORD | M81873107 | 109,101 | 4,232,009 | SH | SOLE | 4,232,009 | 0 | 0 | ||
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 70,972 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 119,640 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| VARONIS SYS INC | COM | 922280102 | 145,710 | 1,875,054 | SH | SOLE | 1,875,054 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 27,111 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 30,443 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 91,956 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| ZOGENIX INC | COM NEW | 98978L204 | 113,490 | 2,177,056 | SH | SOLE | 2,177,056 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 139,240 | 22,751,587 | SH | SOLE | 22,751,587 | 0 | 0 | ||