The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 223,236 | 2,925,000 | SH | SOLE | 2,925,000 | 0 | 0 | ||
| ADAPTIMMUNE THERAPEUTICS PLC | SPONDS ADR | 00653A107 | 167,171 | 14,083,511 | SH | SOLE | 14,083,511 | 0 | 0 | ||
| BLACKBAUD INC | COM | 09227Q100 | 20,490 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 166,788 | 4,801,048 | SH | SOLE | 4,801,048 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 65,972 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| CONSTELLATION BRANDS INC | CL A | 21036P108 | 123,049 | 562,200 | SH | SOLE | 562,200 | 0 | 0 | ||
| DAVITA INC | COM | 23918K108 | 134,714 | 1,940,000 | SH | SOLE | 1,940,000 | 0 | 0 | ||
| EXELIXIS INC | COM | 30161Q104 | 215,200 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||
| INCYTE CORP | COM | 45337C102 | 309,329 | 4,616,847 | SH | SOLE | 4,616,847 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 782,860 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 54,580 | 542,600 | SH | SOLE | 542,600 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 109,120 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| SEATTLE GENETICS INC | COM | 812578102 | 256,720 | 3,866,852 | SH | SOLE | 3,866,852 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 129,444 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | ||
| TABLEAU SOFTWARE INC | CL A | 87336U105 | 332,093 | 3,397,372 | SH | SOLE | 3,397,372 | 0 | 0 | ||
| TALEND S A | ADS | 874224207 | 30,647 | 492,086 | SH | SOLE | 492,086 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 213,222 | 617,783 | SH | SOLE | 617,783 | 0 | 0 | ||
| TRILLIUM THERAPEUTICS INC | COM NEW | 89620X506 | 13,731 | 2,288,560 | SH | SOLE | 2,288,560 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 49,959 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 121,120 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||