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 | 12,676 | 272,200 | SH | SOLE | 272,200 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 10,865 | 79,265 | SH | SOLE | 79,265 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 60,733 | 58,120 | SH | SOLE | 58,120 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 30,865 | 20,550 | SH | SOLE | 20,550 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 20,167 | 127,850 | SH | SOLE | 127,850 | 0 | 0 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 31,515 | 290,109 | SH | SOLE | 290,109 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 12,204 | 93,100 | SH | SOLE | 93,100 | 0 | 0 | ||
FORTINET INC | COM | 34959E109 | 7,043 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
INTELSAT S A | COM | L5140P101 | 6,573 | 307,300 | SH | SOLE | 307,300 | 0 | 0 | ||
INTERXION HOLDING N.V | SHS | N47279109 | 10,832 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
NETEASE INC | SPONSORED ADR | 64110W102 | 8,026 | 34,100 | SH | SOLE | 34,100 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 15,163 | 56,650 | SH | SOLE | 56,650 | 0 | 0 | ||
NEW RELIC INC | COM | 64829B100 | 14,372 | 177,500 | SH | SOLE | 177,500 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 49,223 | 261,340 | SH | SOLE | 261,340 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 20,375 | 242,300 | SH | SOLE | 242,300 | 0 | 0 | ||
PURE STORAGE INC | CL A | 74624M102 | 5,226 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 14,563 | 255,900 | SH | SOLE | 255,900 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 62,623 | 457,200 | SH | SOLE | 457,200 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 24,011 | 229,000 | SH | SOLE | 229,000 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 61,511 | 967,000 | SH | SOLE | 967,000 | 0 | 0 | ||
TABLEAU SOFTWARE INC | CL A | 87336U105 | 67,726 | 564,380 | SH | SOLE | 564,380 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 20,588 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 16,037 | 558,000 | SH | SOLE | 558,000 | 0 | 0 | ||
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 37,073 | 151,400 | SH | SOLE | 151,400 | 0 | 0 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 18,639 | 1,854,623 | SH | SOLE | 1,854,623 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 65,069 | 407,498 | SH | SOLE | 407,498 | 0 | 0 | ||
XILINX INC | COM | 983919101 | 22,613 | 265,500 | SH | SOLE | 265,500 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 10,267 | 175,900 | SH | SOLE | 175,900 | 0 | 0 |