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 | 125,395 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| ALTABA INC | COM | 021346101 | 159,801 | 2,758,045 | SH | SOLE | 2,758,045 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 120,569 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 71,243 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| EBIX INC | COM NEW | 278715206 | 7,622 | 179,100 | SH | SOLE | 179,100 | 0 | 0 | ||
| ELECTRONICS FOR IMAGING INC | COM | 286082102 | 83,456 | 3,365,179 | SH | SOLE | 3,365,179 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 82,849 | 632,000 | SH | SOLE | 632,000 | 0 | 0 | ||
| FIRST DATA CORP NEW | COM CL A | 32008D106 | 10,992 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| GENMARK DIAGNOSTICS INC | COM | 372309104 | 24,339 | 5,008,122 | SH | SOLE | 5,008,122 | 0 | 0 | ||
| GTT COMMUNICATIONS INC | COM | 362393100 | 2,248 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 15,300 | 190,700 | SH | SOLE | 190,700 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 112,556 | 614,927 | SH | SOLE | 614,927 | 0 | 0 | ||
| INCYTE CORP | COM | 45337C102 | 7,505 | 118,016 | SH | SOLE | 118,016 | 0 | 0 | ||
| INSTRUCTURE INC | COM | 45781U103 | 45,858 | 1,222,541 | SH | SOLE | 1,222,541 | 0 | 0 | ||
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 12,396 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 13,683 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| NANOSTRING TECHNOLOGIES INC | COM | 63009R109 | 34,021 | 2,294,046 | SH | SOLE | 2,294,046 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 42,654 | 2,277,300 | SH | SOLE | 2,277,300 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 189,299 | 1,005,037 | SH | SOLE | 1,005,037 | 0 | 0 | ||
| PEGASYSTEMS INC | COM | 705573103 | 75,706 | 1,582,820 | SH | SOLE | 1,582,820 | 0 | 0 | ||
| PORTOLA PHARMACEUTICALS INC | COM | 737010108 | 126,150 | 6,462,605 | SH | SOLE | 6,462,605 | 0 | 0 | ||
| RADWARE LTD | ORD | M81873107 | 82,886 | 3,649,771 | SH | SOLE | 3,649,771 | 0 | 0 | ||
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 30,725 | 281,546 | SH | SOLE | 281,546 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 151,069 | 1,331,000 | SH | SOLE | 1,331,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 92,635 | 771,957 | SH | SOLE | 771,957 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 152,242 | 5,566,448 | SH | SOLE | 5,566,448 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 68,036 | 1,165,601 | SH | SOLE | 1,165,601 | 0 | 0 | ||
| ZOGENIX INC | COM NEW | 98978L204 | 99,133 | 2,718,946 | SH | SOLE | 2,718,946 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 107,093 | 27,250,109 | SH | SOLE | 27,250,109 | 0 | 0 | ||