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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 30,317 765,000 SH   SOLE 765,000 0 0
AETNA INC NEW COM 00817Y108 79,199 648,480 SH   SOLE 648,480 0 0
ALDER BIOPHARMACEUTICALS INC COM 014339105 15,403 616,865 SH   SOLE 616,865 0 0
ALPHABET INC CAP STK CL A 02079K305 9,146 13,000 SH   SOLE 13,000 0 0
ALPHABET INC CAP STK CL C 02079K107 36,958 53,400 SH   SOLE 53,400 0 0
AMAZON COM INC COM 023135106 19,322 27,000 SH   SOLE 27,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 69,302 610,000 SH   SOLE 610,000 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 3,695 500,000 SH   SOLE 500,000 0 0
BIOGEN INC COM 09062X103 15,718 65,000 SH   SOLE 65,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 96,999 424,243 SH   SOLE 424,243 0 0
DBV TECHNOLOGIES S A SPONSORED ADR 23306J101 3,040 93,190 SH   SOLE 93,190 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 108,799 2,527,848 SH   SOLE 2,527,848 0 0
ENDOLOGIX INC COM 29266S106 50,251 4,033,023 SH   SOLE 4,033,023 0 0
EXPEDIA INC DEL COM NEW 30212P303 99,391 935,000 SH   SOLE 935,000 0 0
GENMARK DIAGNOSTICS INC COM 372309104 35,503 4,080,759 SH   SOLE 4,080,759 0 0
IAC INTERACTIVECORP COM 44919P508 125,850 2,235,344 SH   SOLE 2,235,344 0 0
INFOBLOX INC COM 45672H104 38,175 2,034,900 SH   SOLE 2,034,900 0 0
IXIA COM 45071R109 4,689 477,500 SH   SOLE 477,500 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 107,994 764,236 SH   SOLE 764,236 0 0
K2M GROUP HLDGS INC COM 48273J107 8,535 549,941 SH   SOLE 549,941 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 42,038 700,630 SH   SOLE 700,630 0 0
LIBERTY INTERACTIVE CORP LBT VENT COM A 53071M880 12,975 350,000 SH   SOLE 350,000 0 0
LINKEDIN CORP COM CL A 53578A108 8,516 45,000 SH   SOLE 45,000 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 8,092 400,000 SH   SOLE 400,000 0 0
LOGMEIN INC COM 54142L109 30,915 487,382 SH   SOLE 487,382 0 0
MICROSOFT CORP COM 594918104 11,257 220,000 SH   SOLE 220,000 0 0
NANOSTRING TECHNOLOGIES INC COM 63009R109 18,056 1,433,010 SH   SOLE 1,433,010 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 13,857 304,882 SH   SOLE 304,882 0 0
PAYPAL HLDGS INC COM 70450Y103 36,510 1,000,000 SH Call SOLE 1,000,000 0 0
PAYPAL HLDGS INC COM 70450Y103 109,506 2,999,344 SH   SOLE 2,999,344 0 0
PEGASYSTEMS INC COM 705573103 32,687 1,212,860 SH   SOLE 1,212,860 0 0
PROS HOLDINGS INC COM 74346Y103 35,929 2,061,328 SH   SOLE 2,061,328 0 0
QLIK TECHNOLOGIES INC COM 74733T105 31,059 1,050,000 SH   SOLE 1,050,000 0 0
RADWARE LTD ORD M81873107 48,269 4,286,801 SH   SOLE 4,286,801 0 0
REGENERON PHARMACEUTICALS COM 75886F107 6,985 20,000 SH   SOLE 20,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 6,903 37,500 SH   SOLE 37,500 0 0
TABLEAU SOFTWARE INC CL A 87336U105 126,875 2,593,513 SH   SOLE 2,593,513 0 0
TRINET GROUP INC COM 896288107 44,316 2,131,595 SH   SOLE 2,131,595 0 0
VARONIS SYS INC COM 922280102 28,463 1,184,961 SH   SOLE 1,184,961 0 0
VERINT SYS INC COM 92343X100 1,034 31,204 SH   SOLE 31,204 0 0
WORKIVA INC COM CL A 98139A105 33,718 2,468,395 SH   SOLE 2,468,395 0 0
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 16,145 929,458 SH   SOLE 929,458 0 0
ZAYO GROUP HLDGS INC COM 98919V105 156,561 5,605,467 SH   SOLE 5,605,467 0 0
ZOGENIX INC COM NEW 98978L204 1,187 147,500 SH   SOLE 147,500 0 0