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 | 17,668 | 273,879 | SH | SOLE | 273,879 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 21,487 | 1,685,240 | SH | SOLE | 1,685,240 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 76,204 | 78,261 | SH | SOLE | 78,261 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 9,105 | 333,377 | SH | SOLE | 333,377 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 127,191 | 132,305 | SH | SOLE | 132,305 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 17,416 | 113,000 | SH | SOLE | 113,000 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 31,895 | 612,300 | SH | SOLE | 612,300 | 0 | 0 | ||
BROADCOM LTD | SHS | Y09827109 | 17,235 | 71,059 | SH | SOLE | 71,059 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 74,389 | 204,691 | SH | SOLE | 204,691 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 20,969 | 57,700 | SH | Call | SOLE | 57,700 | 0 | 0 | |
COMCAST CORP NEW | CL A | 20030N101 | 71,989 | 1,870,819 | SH | SOLE | 1,870,819 | 0 | 0 | ||
CREE INC | COM | 225447101 | 8,358 | 296,497 | SH | SOLE | 296,497 | 0 | 0 | ||
DELPHI AUTOMOTIVE PLC | SHS | G27823106 | 39,727 | 403,733 | SH | SOLE | 403,733 | 0 | 0 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 103,924 | 1,210,105 | SH | SOLE | 1,210,105 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 138,404 | 809,993 | SH | SOLE | 809,993 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 102,686 | 663,478 | SH | SOLE | 663,478 | 0 | 0 | ||
KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 12,958 | 311,030 | SH | SOLE | 311,030 | 0 | 0 | ||
KONINKLIJKE PHILIPS N V | NY REG SH NEW | 500472303 | 90,014 | 2,184,811 | SH | SOLE | 2,184,811 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 36,857 | 261,030 | SH | SOLE | 261,030 | 0 | 0 | ||
MERCADOLIBRE INC | COM | 58733R102 | 70,237 | 271,260 | SH | SOLE | 271,260 | 0 | 0 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 31,416 | 370,164 | SH | SOLE | 370,164 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 115,413 | 636,413 | SH | SOLE | 636,413 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 8,813 | 49,300 | SH | SOLE | 49,300 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 145,877 | 1,012,329 | SH | SOLE | 1,012,329 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 10,838 | 5,920 | SH | SOLE | 5,920 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 156,779 | 1,678,218 | SH | SOLE | 1,678,218 | 0 | 0 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 34,955 | 242,661 | SH | SOLE | 242,661 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 158,985 | 1,352,716 | SH | SOLE | 1,352,716 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 136,753 | 2,058,603 | SH | SOLE | 2,058,603 | 0 | 0 | ||
SYMANTEC CORP | COM | 871503108 | 2,866 | 87,348 | SH | SOLE | 87,348 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 17,432 | 51,106 | SH | SOLE | 51,106 | 0 | 0 | ||
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 5,876 | 45,600 | SH | SOLE | 45,600 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 70,052 | 665,638 | SH | SOLE | 665,638 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 150,322 | 1,426,339 | SH | SOLE | 1,426,339 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 71,669 | 481,257 | SH | SOLE | 481,257 | 0 | 0 | ||
YELP INC | CL A | 985817105 | 83,107 | 1,919,341 | SH | SOLE | 1,919,341 | 0 | 0 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 64,017 | 1,859,867 | SH | SOLE | 1,859,867 | 0 | 0 |