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

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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
ACACIA COMMUNICATIONS INC COM 00401C108 33,663 499,455 SH   SOLE   499,455 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 403,237 10,299,784 SH   SOLE   10,299,784 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 526,454 10,518,553 SH   SOLE   10,518,553 0 0
IMMUNOMEDICS INC COM 452907108 552,695 6,500,000 SH   SOLE   6,500,000 0 0
LIVONGO HEALTH INC COM 539183103 389,958 2,784,420 SH   SOLE   2,784,420 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 118,324 1,750,100 SH   SOLE   1,750,100 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 257,250 4,900,000 SH   SOLE   4,900,000 0 0
TIFFANY & CO NEW COM 886547108 350,977 3,029,584 SH   SOLE   3,029,584 0 0
VARIAN MED SYS INC COM 92220P105 421,400 2,450,000 SH   SOLE   2,450,000 0 0