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 |
| ADAPTIMMUNE THERAPEUTICS PLC | SPONDS ADR | 00653A107 | 390,132 | 38,974,185 | SH | SOLE | 38,974,185 | 0 | 0 | ||
| ADAPTIVE BIOTECHNOLOGIES COR | COM | 00650F109 | 731,268 | 15,115,090 | SH | SOLE | 15,115,090 | 0 | 0 | ||
| ALTAIR ENGR INC | COM CL A | 021369103 | 164,435 | 4,136,725 | SH | SOLE | 4,136,725 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 142,079 | 51,500 | SH | SOLE | 51,500 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 296,991 | 4,913,000 | SH | SOLE | 4,913,000 | 0 | 0 | ||
| AVIDITY BIOSCIENCES INC | COM | 05370A108 | 33,912 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 47,928 | 173,000 | SH | SOLE | 173,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 300,870 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 223,020 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 231,651 | 1,345,166 | SH | SOLE | 1,345,166 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 50,886 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 44,340 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| LIVONGO HEALTH INC | COM | 539183103 | 57,742 | 767,943 | SH | SOLE | 767,943 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 412,160 | 8,000,000 | SH | SOLE | 8,000,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 910,080 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 233,204 | 3,384,676 | SH | SOLE | 3,384,676 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 404,276 | 4,432,360 | SH | SOLE | 4,432,360 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 491,237 | 2,622,309 | SH | SOLE | 2,622,309 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 484,001 | 1,094,900 | SH | SOLE | 1,094,900 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 197,860 | 1,056,043 | SH | SOLE | 1,056,043 | 0 | 0 | ||
| XILINX INC | COM | 983919101 | 242,531 | 2,465,000 | SH | SOLE | 2,465,000 | 0 | 0 | ||
| ZENTALIS PHARMACEUTICALS INC | COM | 98943L107 | 183,520 | 3,821,739 | SH | SOLE | 3,821,739 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 140,568 | 2,440,000 | SH | SOLE | 2,440,000 | 0 | 0 | ||