The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
ALPHABET INC | CAP STK CL A | 02079K305 | 77,231 | 109,776 | SH | SOLE | 109,776 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 136,773 | 191,125 | SH | SOLE | 191,125 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 9,840 | 410,500 | SH | SOLE | 410,500 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 73,407 | 1,140,217 | SH | SOLE | 1,140,217 | 0 | 0 | ||
ATHENAHEALTH INC | COM | 04685W103 | 29,383 | 212,906 | SH | SOLE | 212,906 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 121,577 | 531,741 | SH | SOLE | 531,741 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 20,578 | 90,000 | SH | Call | SOLE | 90,000 | 0 | 0 | |
COMMSCOPE HLDG CO INC | COM | 20337X109 | 122,554 | 3,949,526 | SH | SOLE | 3,949,526 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 130,719 | 1,143,849 | SH | SOLE | 1,143,849 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 19,145 | 583,676 | SH | SOLE | 583,676 | 0 | 0 | ||
LAM RESEARCH CORP | COM | 512807108 | 89,024 | 1,059,055 | SH | SOLE | 1,059,055 | 0 | 0 | ||
LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 30,207 | 586,658 | SH | SOLE | 586,658 | 0 | 0 | ||
LIBERTY GLOBAL PLC | LILAC SHS CL C | G5480U153 | 5,942 | 182,898 | SH | SOLE | 182,898 | 0 | 0 | ||
LINEAR TECHNOLOGY CORP | COM | 535678106 | 72,097 | 1,549,467 | SH | SOLE | 1,549,467 | 0 | 0 | ||
MASTERCARD INC | CL A | 57636Q104 | 32,527 | 369,376 | SH | SOLE | 369,376 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 55,040 | 4,000,000 | SH | Put | SOLE | 4,000,000 | 0 | 0 | |
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 49,049 | 743,499 | SH | SOLE | 743,499 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 90,700 | 991,469 | SH | SOLE | 991,469 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 74,851 | 610,330 | SH | SOLE | 610,330 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 113,888 | 1,434,174 | SH | SOLE | 1,434,174 | 0 | 0 | ||
SBA COMMUNICATIONS CORP | COM | 78388J106 | 120,275 | 1,114,277 | SH | SOLE | 1,114,277 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 29,391 | 842,388 | SH | SOLE | 842,388 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 135,520 | 2,040,960 | SH | SOLE | 2,040,960 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 155,513 | 2,870,308 | SH | SOLE | 2,870,308 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 32,998 | 444,892 | SH | SOLE | 444,892 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 135,432 | 1,813,735 | SH | SOLE | 1,813,735 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 19,558 | 215,772 | SH | SOLE | 215,772 | 0 | 0 | ||
YELP INC | CL A | 985817105 | 32,839 | 1,081,653 | SH | SOLE | 1,081,653 | 0 | 0 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 73,909 | 2,646,232 | SH | SOLE | 2,646,232 | 0 | 0 |