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 |
| ACCELERATE DIAGNOSTICS INC | COM | 00430H102 | 385 | 16,825 | SH | SOLE | 16,825 | 0 | 0 | ||
| AMICUS THERAPEUTICS INC | COM | 03152W109 | 7,488 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 49,359 | 523,261 | SH | SOLE | 523,261 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857L108 | 56,241 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 79,036 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 10,898 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| DENTSPLY SIRONA INC | COM | 24906P109 | 8,170 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 96,500 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 52,000 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| GENMARK DIAGNOSTICS INC | COM | 372309104 | 36,608 | 5,640,748 | SH | SOLE | 5,640,748 | 0 | 0 | ||
| GTT COMMUNICATIONS INC | COM | 362393100 | 6,160 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 50,051 | 493,700 | SH | SOLE | 493,700 | 0 | 0 | ||
| HEADHUNTER GROUP PLC | SPONSORED ADS | 42207L106 | 14,788 | 910,000 | SH | SOLE | 910,000 | 0 | 0 | ||
| IAC INTERACTIVECORP | COM | 44919P508 | 296,450 | 1,362,800 | SH | SOLE | 1,362,800 | 0 | 0 | ||
| LIBERTY MEDIA CORP DELAWARE | COM C SIRIUSXM | 531229607 | 5,638 | 148,459 | SH | SOLE | 148,459 | 0 | 0 | ||
| NANOSTRING TECHNOLOGIES INC | COM | 63009R109 | 46,351 | 1,527,209 | SH | SOLE | 1,527,209 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 64,281 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 24,324 | 624,169 | SH | SOLE | 624,169 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 268,620 | 1,318,316 | SH | SOLE | 1,318,316 | 0 | 0 | ||
| PEGASYSTEMS INC | COM | 705573103 | 104,907 | 1,473,200 | SH | SOLE | 1,473,200 | 0 | 0 | ||
| PORTOLA PHARMACEUTICALS INC | COM | 737010108 | 111,007 | 4,091,687 | SH | SOLE | 4,091,687 | 0 | 0 | ||
| RADWARE LTD | ORD | M81873107 | 107,159 | 4,333,149 | SH | SOLE | 4,333,149 | 0 | 0 | ||
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 83,345 | 548,500 | SH | SOLE | 548,500 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 168,068 | 1,149,422 | SH | SOLE | 1,149,422 | 0 | 0 | ||
| VARONIS SYS INC | COM | 922280102 | 61,293 | 989,553 | SH | SOLE | 989,553 | 0 | 0 | ||
| YANDEX N V | SHS CLASS A | N97284108 | 124,070 | 3,265,000 | SH | SOLE | 3,265,000 | 0 | 0 | ||
| ZOGENIX INC | COM NEW | 98978L204 | 156,977 | 3,285,410 | SH | SOLE | 3,285,410 | 0 | 0 | ||
| ZYNGA INC | CL A | 98986T108 | 127,657 | 20,825,037 | SH | SOLE | 20,825,037 | 0 | 0 | ||