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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 57,015 | 990,359 | SH | SOLE | 990,359 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 35,707 | 2,861,100 | SH | Call | SOLE | 2,861,100 | 0 | 0 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 75,656 | 81,379 | SH | SOLE | 81,379 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 8,779 | 271,802 | SH | SOLE | 271,802 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 108,608 | 112,198 | SH | SOLE | 112,198 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 18,937 | 458,406 | SH | SOLE | 458,406 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 17,187 | 114,738 | SH | SOLE | 114,738 | 0 | 0 | ||
BROADCOM LTD | SHS | Y09827109 | 17,611 | 75,568 | SH | SOLE | 75,568 | 0 | 0 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 25,837 | 771,484 | SH | SOLE | 771,484 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 84,121 | 249,728 | SH | SOLE | 249,728 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 39,248 | 1,008,421 | SH | SOLE | 1,008,421 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 27,255 | 716,662 | SH | SOLE | 716,662 | 0 | 0 | ||
DELPHI AUTOMOTIVE PLC | SHS | G27823106 | 28,581 | 326,082 | SH | SOLE | 326,082 | 0 | 0 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 93,966 | 1,224,793 | SH | SOLE | 1,224,793 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 138,388 | 916,597 | SH | SOLE | 916,597 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 43,822 | 303,876 | SH | SOLE | 303,876 | 0 | 0 | ||
KONINKLIJKE PHILIPS N V | NY REG SH NEW | 500472303 | 76,940 | 2,147,963 | SH | SOLE | 2,147,963 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 4,153 | 72,800 | SH | SOLE | 72,800 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 17,432 | 143,536 | SH | SOLE | 143,536 | 0 | 0 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 59,916 | 690,757 | SH | SOLE | 690,757 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 74,564 | 499,053 | SH | SOLE | 499,053 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 8,698 | 60,167 | SH | SOLE | 60,167 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 110,837 | 828,317 | SH | SOLE | 828,317 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 138,853 | 1,603,388 | SH | SOLE | 1,603,388 | 0 | 0 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 64,573 | 478,675 | SH | SOLE | 478,675 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 122,895 | 1,159,390 | SH | SOLE | 1,159,390 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 116,300 | 2,044,289 | SH | SOLE | 2,044,289 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 17,694 | 48,930 | SH | SOLE | 48,930 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 61,619 | 657,063 | SH | SOLE | 657,063 | 0 | 0 | ||
VODAFONE GROUP PLC NEW | SPONSORED ADR | 92857W308 | 26,806 | 933,015 | SH | SOLE | 933,015 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 105,256 | 1,085,111 | SH | SOLE | 1,085,111 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 90,236 | 672,803 | SH | SOLE | 672,803 | 0 | 0 | ||
XILINX INC | COM | 983919101 | 17,443 | 271,198 | SH | SOLE | 271,198 | 0 | 0 | ||
YELP INC | CL A | 985817105 | 63,640 | 2,119,927 | SH | SOLE | 2,119,927 | 0 | 0 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 70,853 | 2,292,993 | SH | SOLE | 2,292,993 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 4,557 | 164,050 | SH | SOLE | 164,050 | 0 | 0 |