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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 17,526 | 95,491 | SH | SOLE | 95,491 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 27,380 | 26,400 | SH | SOLE | 26,400 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 40,811 | 28,197 | SH | SOLE | 28,197 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 33,751 | 397,213 | SH | SOLE | 397,213 | 0 | 0 | ||
BOX INC | CL A | 10316T104 | 19,899 | 968,300 | SH | SOLE | 968,300 | 0 | 0 | ||
BROADCOM LTD | SHS | Y09827109 | 107,338 | 455,498 | SH | SOLE | 455,498 | 0 | 0 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 72,979 | 1,984,739 | SH | SOLE | 1,984,739 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 71,166 | 228,668 | SH | SOLE | 228,668 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 69,978 | 1,750,758 | SH | SOLE | 1,750,758 | 0 | 0 | ||
CORNING INC | COM | 219350105 | 26,256 | 941,750 | SH | SOLE | 941,750 | 0 | 0 | ||
CREE INC | COM | 225447101 | 70,876 | 1,758,262 | SH | SOLE | 1,758,262 | 0 | 0 | ||
DXC TECHNOLOGY CO | COM | 23355L106 | 20,448 | 203,400 | SH | SOLE | 203,400 | 0 | 0 | ||
EQUINIX INC | COM PAR $0.001 | 29444U700 | 66,403 | 158,805 | SH | SOLE | 158,805 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 101,184 | 633,231 | SH | SOLE | 633,231 | 0 | 0 | ||
FIRST DATA CORP NEW | COM CL A | 32008D106 | 56,338 | 3,521,150 | SH | SOLE | 3,521,150 | 0 | 0 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 25,004 | 123,479 | SH | SOLE | 123,479 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 63,005 | 1,209,776 | SH | SOLE | 1,209,776 | 0 | 0 | ||
KONINKLIJKE PHILIPS N V | NY REG SH NEW | 500472303 | 82,477 | 2,152,878 | SH | SOLE | 2,152,878 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 16,393 | 228,000 | SH | SOLE | 228,000 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 25,669 | 146,545 | SH | SOLE | 146,545 | 0 | 0 | ||
MERCADOLIBRE INC | COM | 58733R102 | 65,687 | 184,312 | SH | SOLE | 184,312 | 0 | 0 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 47,615 | 452,188 | SH | SOLE | 452,188 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 15,682 | 53,096 | SH | SOLE | 53,096 | 0 | 0 | ||
NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 42,208 | 2,679,896 | SH | SOLE | 2,679,896 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 27,642 | 604,200 | SH | SOLE | 604,200 | 0 | 0 | ||
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 34,116 | 890,282 | SH | SOLE | 890,282 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 51,052 | 672,883 | SH | SOLE | 672,883 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 26,043 | 97,857 | SH | SOLE | 97,857 | 0 | 0 | ||
TIME WARNER INC | COM NEW | 887317303 | 16,628 | 175,813 | SH | SOLE | 175,813 | 0 | 0 | ||
WORLDPAY INC | CL A | 981558109 | 18,312 | 222,670 | SH | SOLE | 222,670 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 16,577 | 90,900 | SH | SOLE | 90,900 | 0 | 0 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 63,821 | 1,868,296 | SH | SOLE | 1,868,296 | 0 | 0 | ||
ZSCALER INC | COM | 98980G102 | 2,677 | 95,372 | SH | SOLE | 95,372 | 0 | 0 |