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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 15,246 | 14,700 | SH | SOLE | 14,700 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 740 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 103,191 | 710,000 | SH | SOLE | 710,000 | 0 | 0 | ||
| ARGENX SE | SPONSORED ADR | 04016X101 | 6,435 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 130,940 | 62,940 | SH | SOLE | 62,940 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 81,666 | 2,390,000 | SH | SOLE | 2,390,000 | 0 | 0 | ||
| DBV TECHNOLOGIES S A | SPONSORED ADR | 23306J101 | 8,250 | 357,622 | SH | SOLE | 357,622 | 0 | 0 | ||
| ELECTRONICS FOR IMAGING INC | COM | 286082102 | 111,273 | 4,071,466 | SH | SOLE | 4,071,466 | 0 | 0 | ||
| ELLIE MAE INC | COM | 28849P100 | 14,251 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 86,287 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | ||
| GENMARK DIAGNOSTICS INC | COM | 372309104 | 27,424 | 5,041,133 | SH | SOLE | 5,041,133 | 0 | 0 | ||
| GW PHARMACEUTICALS PLC | ADS | 36197T103 | 14,857 | 131,861 | SH | SOLE | 131,861 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 223,931 | 1,431,967 | SH | SOLE | 1,431,967 | 0 | 0 | ||
| INCYTE CORP | COM | 45337C102 | 1,250 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| INTERSECT ENT INC | COM | 46071F103 | 9,933 | 252,757 | SH | SOLE | 252,757 | 0 | 0 | ||
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 182,938 | 1,211,589 | SH | SOLE | 1,211,589 | 0 | 0 | ||
| MIMECAST LTD | ORD SHS | G14838109 | 22,522 | 635,681 | SH | SOLE | 635,681 | 0 | 0 | ||
| NANOSTRING TECHNOLOGIES INC | COM | 63009R109 | 18,731 | 2,494,100 | SH | SOLE | 2,494,100 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 28,740 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 167,387 | 922,141 | SH | SOLE | 922,141 | 0 | 0 | ||
| PORTOLA PHARMACEUTICALS INC | COM | 737010108 | 40,529 | 1,240,944 | SH | SOLE | 1,240,944 | 0 | 0 | ||
| RADWARE LTD | ORD | M81873107 | 63,135 | 2,957,135 | SH | SOLE | 2,957,135 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 140,329 | 1,736,318 | SH | SOLE | 1,736,318 | 0 | 0 | ||
| TRIVAGO N V | SPON ADS A SHS | 89686D105 | 20,783 | 2,990,427 | SH | SOLE | 2,990,427 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 69,038 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| ZAYO GROUP HLDGS INC | COM | 98919V105 | 106,408 | 3,115,000 | SH | SOLE | 3,115,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 12,269 | 256,300 | SH | SOLE | 256,300 | 0 | 0 | ||
| ZOGENIX INC | COM NEW | 98978L204 | 86,279 | 2,154,274 | SH | SOLE | 2,154,274 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 56,051 | 15,314,438 | SH | SOLE | 15,314,438 | 0 | 0 | ||