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 |
|
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 | 65,597 | 62,272 | SH | SOLE | 62,272 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 80,408 | 68,756 | SH | SOLE | 68,756 | 0 | 0 | ||
AMBARELLA INC | SHS | G037AX101 | 35,209 | 599,300 | SH | SOLE | 599,300 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 63,566 | 749,331 | SH | SOLE | 749,331 | 0 | 0 | ||
BROADCOM LTD | SHS | Y09827109 | 85,374 | 332,322 | SH | SOLE | 332,322 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 18,331 | 54,562 | SH | SOLE | 54,562 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 39,449 | 984,997 | SH | SOLE | 984,997 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 26,245 | 693,762 | SH | SOLE | 693,762 | 0 | 0 | ||
CREE INC | COM | 225447101 | 50,000 | 1,346,252 | SH | SOLE | 1,346,252 | 0 | 0 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 58,701 | 618,559 | SH | SOLE | 618,559 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 81,331 | 460,905 | SH | SOLE | 460,905 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 76,630 | 398,225 | SH | SOLE | 398,225 | 0 | 0 | ||
GENTEX CORP | COM | 371901109 | 8,551 | 408,175 | SH | SOLE | 408,175 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 26,260 | 568,900 | SH | SOLE | 568,900 | 0 | 0 | ||
JUNIPER NETWORKS INC | COM | 48203R104 | 10,830 | 380,000 | SH | Call | SOLE | 380,000 | 0 | 0 | |
KONINKLIJKE PHILIPS N V | NY REG SH NEW | 500472303 | 66,948 | 1,771,105 | SH | SOLE | 1,771,105 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 18,068 | 119,373 | SH | SOLE | 119,373 | 0 | 0 | ||
MERCADOLIBRE INC | COM | 58733R102 | 104,967 | 333,588 | SH | SOLE | 333,588 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 18,092 | 211,500 | SH | SOLE | 211,500 | 0 | 0 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 39,176 | 433,650 | SH | SOLE | 433,650 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 78,392 | 408,379 | SH | SOLE | 408,379 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 24,981 | 129,100 | SH | SOLE | 129,100 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 50,530 | 348,625 | SH | SOLE | 348,625 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 35,601 | 483,583 | SH | SOLE | 483,583 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 18,072 | 10,400 | SH | SOLE | 10,400 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 74,955 | 733,196 | SH | SOLE | 733,196 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 80,629 | 618,370 | SH | SOLE | 618,370 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 33,818 | 408,233 | SH | SOLE | 408,233 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 22,149 | 71,140 | SH | SOLE | 71,140 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 5,900 | 64,500 | SH | SOLE | 64,500 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 18,443 | 161,749 | SH | SOLE | 161,749 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 81,847 | 804,471 | SH | SOLE | 804,471 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 66,620 | 395,161 | SH | SOLE | 395,161 | 0 | 0 | ||
YELP INC | CL A | 985817105 | 32,551 | 775,752 | SH | SOLE | 775,752 | 0 | 0 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 64,573 | 1,754,708 | SH | SOLE | 1,754,708 | 0 | 0 |