The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ABEONA THERAPEUTICS INC COM 00289Y107 984 61,500 SH   SOLE   61,500 0 0
ACTIVISION BLIZZARD INC COM 00507V109 39,328 515,300 SH Call OTR 1 0 515,300 0
ACTIVISION BLIZZARD INC COM 00507V109 113,312 1,484,700 SH Call SOLE   1,484,700 0 0
ACTIVISION BLIZZARD INC COM 00507V109 52,213 684,138 SH   OTR 1 0 684,138 0
ACTIVISION BLIZZARD INC COM 00507V109 163,984 2,148,641 SH   SOLE   2,148,641 0 0
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 2,138 403,413 SH   OTR 1 0 403,413 0
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 6,183 1,166,684 SH   SOLE   1,166,684 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104 14,612 173,473 SH   OTR 1 0 173,473 0
AGIOS PHARMACEUTICALS INC COM 00847X104 43,826 520,316 SH   SOLE   520,316 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 64,759 349,049 SH   OTR 1 0 349,049 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 181,261 976,988 SH   SOLE   976,988 0 0
ALPHABET INC CAP STK CL A 02079K305 77,739 68,845 SH   OTR 1 0 68,845 0
ALPHABET INC CAP STK CL A 02079K305 208,507 184,652 SH   SOLE   184,652 0 0
ALTABA INC COM 021346101 9,177 125,348 SH   OTR 1 0 125,348 0
ALTABA INC COM 021346101 27,428 374,652 SH   SOLE   374,652 0 0
ALTERYX INC COM CL A 02156B103 1,629 42,700 SH   SOLE   42,700 0 0
AMAZON COM INC COM 023135106 63,912 37,600 SH Call OTR 1 0 37,600 0
AMAZON COM INC COM 023135106 191,058 112,400 SH Call SOLE   112,400 0 0
AMAZON COM INC COM 023135106 111,371 65,520 SH   OTR 1 0 65,520 0
AMAZON COM INC COM 023135106 295,148 173,637 SH   SOLE   173,637 0 0
AMERICAN TOWER CORP NEW COM 03027X100 40,631 281,829 SH   OTR 1 0 281,829 0
AMERICAN TOWER CORP NEW COM 03027X100 122,930 852,672 SH   SOLE   852,672 0 0
ANALOG DEVICES INC COM 032654105 73,294 764,117 SH   OTR 1 0 764,117 0
ANALOG DEVICES INC COM 032654105 224,242 2,337,805 SH   SOLE   2,337,805 0 0
APPLE INC COM 037833100 107,716 581,900 SH Call OTR 1 0 581,900 0
APPLE INC COM 037833100 318,037 1,718,100 SH Call SOLE   1,718,100 0 0
APPLE INC COM 037833100 2,351 12,700 SH   SOLE   12,700 0 0
APPLIED MATLS INC COM 038222105 16,123 349,060 SH   OTR 1 0 349,060 0
APPLIED MATLS INC COM 038222105 51,068 1,105,606 SH   SOLE   1,105,606 0 0
APPTIO INC CL A 03835C108 7,936 219,223 SH   OTR 1 0 219,223 0
APPTIO INC CL A 03835C108 23,758 656,308 SH   SOLE   656,308 0 0
ARGENX SE SPONSORED ADR 04016X101 1,033 12,470 SH   SOLE   12,470 0 0
ARQULE INC COM 04269E107 1,383 250,000 SH   SOLE   250,000 0 0
ARRAY BIOPHARMA INC COM 04269X105 8,203 488,858 SH   OTR 1 0 488,858 0
ARRAY BIOPHARMA INC COM 04269X105 24,518 1,461,142 SH   SOLE   1,461,142 0 0
ASPEN TECHNOLOGY INC COM 045327103 16,376 176,579 SH   OTR 1 0 176,579 0
ASPEN TECHNOLOGY INC COM 045327103 41,762 450,315 SH   SOLE   450,315 0 0
BAIDU INC SPON ADR REP A 056752108 978 4,024 SH   SOLE   4,024 0 0
BILIBILI INC SPONS ADS REP Z 090040106 7,014 501,393 SH   OTR 1 0 501,393 0
BILIBILI INC SPONS ADS REP Z 090040106 20,966 1,498,607 SH   SOLE   1,498,607 0 0
BLACKLINE INC COM 09239B109 7,871 181,236 SH   OTR 1 0 181,236 0
BLACKLINE INC COM 09239B109 22,530 518,764 SH   SOLE   518,764 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 3,789 59,687 SH   OTR 1 0 59,687 0
BLUEPRINT MEDICINES CORP COM 09627Y109 11,768 185,388 SH   SOLE   185,388 0 0
BRIGHTVIEW HLDGS INC COM 10948C107 604 27,520 SH   OTR 1 0 27,520 0
BRIGHTVIEW HLDGS INC COM 10948C107 1,591 72,480 SH   SOLE   72,480 0 0
BROADCOM INC COM 11135F101 18,367 75,696 SH   OTR 1 0 75,696 0
BROADCOM INC COM 11135F101 57,914 238,684 SH   SOLE   238,684 0 0
BWX TECHNOLOGIES INC COM 05605H100 18,525 297,258 SH   OTR 1 0 297,258 0
BWX TECHNOLOGIES INC COM 05605H100 57,835 928,030 SH   SOLE   928,030 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 59,146 1,365,643 SH   OTR 1 0 1,365,643 0
CADENCE DESIGN SYSTEM INC COM 127387108 176,427 4,073,583 SH   SOLE   4,073,583 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 731 7,020 SH   SOLE   7,020 0 0
CELGENE CORP COM 151020104 10,083 126,952 SH   OTR 1 0 126,952 0
CELGENE CORP COM 151020104 30,031 378,126 SH   SOLE   378,126 0 0
CME GROUP INC COM CL A 12572Q105 30,350 185,152 SH   OTR 1 0 185,152 0
CME GROUP INC COM CL A 12572Q105 80,678 492,179 SH   SOLE   492,179 0 0
CINTAS CORP COM 172908105 14,073 76,044 SH   OTR 1 0 76,044 0
CINTAS CORP COM 172908105 41,550 224,510 SH   SOLE   224,510 0 0
COLGATE PALMOLIVE CO COM 194162103 16,397 253,000 SH Call OTR 1 0 253,000 0
COLGATE PALMOLIVE CO COM 194162103 48,413 747,000 SH Call SOLE   747,000 0 0
COPART INC COM 217204106 8,144 143,986 SH   OTR 1 0 143,986 0
COPART INC COM 217204106 24,341 430,356 SH   SOLE   430,356 0 0
COSTCO WHSL CORP NEW COM 22160K105 569 2,722 SH   SOLE   2,722 0 0
COUPA SOFTWARE INC COM 22266L106 29,673 476,752 SH   OTR 1 0 476,752 0
COUPA SOFTWARE INC COM 22266L106 92,261 1,482,348 SH   SOLE   1,482,348 0 0
DOLLAR TREE INC COM 256746108 24,359 286,572 SH   OTR 1 0 286,572 0
DOLLAR TREE INC COM 256746108 75,125 883,825 SH   SOLE   883,825 0 0
ELECTRONIC ARTS INC COM 285512109 21,209 150,400 SH Call OTR 1 0 150,400 0
ELECTRONIC ARTS INC COM 285512109 63,403 449,600 SH Call SOLE   449,600 0 0
ELECTRONIC ARTS INC COM 285512109 53,409 378,730 SH   OTR 1 0 378,730 0
ELECTRONIC ARTS INC COM 285512109 163,023 1,156,030 SH   SOLE   1,156,030 0 0
EQUINIX INC COM PAR $0.001 29444U700 49,194 114,433 SH   OTR 1 0 114,433 0
EQUINIX INC COM PAR $0.001 29444U700 142,677 331,892 SH   SOLE   331,892 0 0
EXELIXIS INC COM 30161Q104 10,889 506,000 SH Call OTR 1 0 506,000 0
EXELIXIS INC COM 30161Q104 32,151 1,494,000 SH Call SOLE   1,494,000 0 0
FACEBOOK INC CL A 30303M102 73,084 376,100 SH Call OTR 1 0 376,100 0
FACEBOOK INC CL A 30303M102 218,396 1,123,900 SH Call SOLE   1,123,900 0 0
FACEBOOK INC CL A 30303M102 76,028 391,253 SH   OTR 1 0 391,253 0
FACEBOOK INC CL A 30303M102 209,444 1,077,832 SH   SOLE   1,077,832 0 0
FIVE9 INC COM 338307101 15,506 448,547 SH   OTR 1 0 448,547 0
FIVE9 INC COM 338307101 47,100 1,362,453 SH   SOLE   1,362,453 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 44,609 4,029,700 SH Call OTR 1 0 4,029,700 0
FORD MTR CO DEL COM PAR $0.01 345370860 132,511 11,970,300 SH Call SOLE   11,970,300 0 0
GENERAL DYNAMICS CORP COM 369550108 17,500 93,877 SH   OTR 1 0 93,877 0
GENERAL DYNAMICS CORP COM 369550108 52,304 280,588 SH   SOLE   280,588 0 0
GENERAL ELECTRIC CO COM 369604103 43,647 3,207,000 SH Call OTR 1 0 3,207,000 0
GENERAL ELECTRIC CO COM 369604103 126,478 9,293,000 SH Call SOLE   9,293,000 0 0
GENERAL MLS INC COM 370334104 17,186 388,300 SH Call OTR 1 0 388,300 0
GENERAL MLS INC COM 370334104 49,204 1,111,700 SH Call SOLE   1,111,700 0 0
GLOBAL PMTS INC COM 37940X102 31,364 281,321 SH   OTR 1 0 281,321 0
GLOBAL PMTS INC COM 37940X102 91,190 817,920 SH   SOLE   817,920 0 0
HUBSPOT INC COM 443573100 14,481 115,480 SH   OTR 1 0 115,480 0
HUBSPOT INC COM 443573100 43,203 344,520 SH   SOLE   344,520 0 0
HUYA INC ADS REP SHS A 44852D108 16,394 498,449 SH   OTR 1 0 498,449 0
HUYA INC ADS REP SHS A 44852D108 50,669 1,540,551 SH   SOLE   1,540,551 0 0
IMMUNOMEDICS INC COM 452907108 10,978 463,788 SH   OTR 1 0 463,788 0
IMMUNOMEDICS INC COM 452907108 32,812 1,386,212 SH   SOLE   1,386,212 0 0
INTEL CORP COM 458140100 74,774 1,504,200 SH Call OTR 1 0 1,504,200 0
INTEL CORP COM 458140100 223,486 4,495,800 SH Call SOLE   4,495,800 0 0
INTEL CORP COM 458140100 2,013 40,500 SH   SOLE   40,500 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 66,733 907,318 SH   OTR 1 0 907,318 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 170,348 2,316,080 SH   SOLE   2,316,080 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 438,926 2,557,100 SH Put OTR 1 0 2,557,100 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,466,389 8,542,900 SH Put SOLE   8,542,900 0 0
JD COM INC SPON ADR CL A 47215P106 102,329 2,627,200 SH Call OTR 1 0 2,627,200 0
JD COM INC SPON ADR CL A 47215P106 306,646 7,872,800 SH Call SOLE   7,872,800 0 0
JD COM INC SPON ADR CL A 47215P106 6,075 155,967 SH   SOLE   155,967 0 0
KIMBERLY CLARK CORP COM 494368103 27,283 259,000 SH Call OTR 1 0 259,000 0
KIMBERLY CLARK CORP COM 494368103 78,057 741,000 SH Call SOLE   741,000 0 0
KKR & CO L P DEL COM UNITS 48248M102 21,270 855,943 SH   OTR 1 0 855,943 0
KKR & CO L P DEL COM UNITS 48248M102 60,132 2,419,818 SH   SOLE   2,419,818 0 0
KLA-TENCOR CORP COM 482480100 1,025 10,000 SH   SOLE   10,000 0 0
LAM RESEARCH CORP COM 512807108 38,668 223,706 SH   OTR 1 0 223,706 0
LAM RESEARCH CORP COM 512807108 105,347 609,473 SH   SOLE   609,473 0 0
LOWES COS INC COM 548661107 24,189 253,100 SH Call OTR 1 0 253,100 0
LOWES COS INC COM 548661107 71,381 746,900 SH Call SOLE   746,900 0 0
MAGENTA THERAPEUTICS INC COM 55910K108 236 17,474 SH   OTR 1 0 17,474 0
MAGENTA THERAPEUTICS INC COM 55910K108 682 50,526 SH   SOLE   50,526 0 0
VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 54,292 528,800 SH Put OTR 1 0 528,800 0
VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 151,048 1,471,200 SH Put SOLE   1,471,200 0 0
MARTIN MARIETTA MATLS INC COM 573284106 14,832 66,415 SH   OTR 1 0 66,415 0
MARTIN MARIETTA MATLS INC COM 573284106 43,792 196,085 SH   SOLE   196,085 0 0
MASTERCARD INCORPORATED CL A 57636Q104 61,490 312,892 SH   OTR 1 0 312,892 0
MASTERCARD INCORPORATED CL A 57636Q104 160,049 814,414 SH   SOLE   814,414 0 0
MATCH GROUP INC COM 57665R106 2,169 56,000 SH   SOLE   56,000 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 18,048 644,554 SH   OTR 1 0 644,554 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 55,032 1,965,446 SH   SOLE   1,965,446 0 0
MERCADOLIBRE INC COM 58733R102 73,387 245,500 SH Call OTR 1 0 245,500 0
MERCADOLIBRE INC COM 58733R102 225,543 754,500 SH Call SOLE   754,500 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 34,487 379,182 SH   OTR 1 0 379,182 0
MICROCHIP TECHNOLOGY INC COM 595017104 105,889 1,164,250 SH   SOLE   1,164,250 0 0
MICROSOFT CORP COM 594918104 87,235 884,650 SH   OTR 1 0 884,650 0
MICROSOFT CORP COM 594918104 234,704 2,380,122 SH   SOLE   2,380,122 0 0
MONGODB INC CL A 60937P106 2,606 52,500 SH   SOLE   52,500 0 0
NETEASE INC SPONSORED ADR 64110W102 72,972 288,802 SH   OTR 1 0 288,802 0
NETEASE INC SPONSORED ADR 64110W102 226,384 895,969 SH   SOLE   895,969 0 0
NETFLIX INC COM 64110L106 148,548 379,500 SH Call OTR 1 0 379,500 0
NETFLIX INC COM 64110L106 438,597 1,120,500 SH Call SOLE   1,120,500 0 0
NOKIA CORP SPONSORED ADR 654902204 3,891 676,652 SH   OTR 1 0 676,652 0
NOKIA CORP SPONSORED ADR 654902204 11,634 2,023,348 SH   SOLE   2,023,348 0 0
NORTHROP GRUMMAN CORP COM 666807102 29,152 94,742 SH   OTR 1 0 94,742 0
NORTHROP GRUMMAN CORP COM 666807102 78,082 253,760 SH   SOLE   253,760 0 0
NVIDIA CORP COM 67066G104 31,081 131,200 SH Call OTR 1 0 131,200 0
NVIDIA CORP COM 67066G104 87,369 368,800 SH Call SOLE   368,800 0 0
OKTA INC CL A 679295105 24,249 481,422 SH   OTR 1 0 481,422 0
OKTA INC CL A 679295105 75,126 1,491,478 SH   SOLE   1,491,478 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 3,374 121,594 SH   OTR 1 0 121,594 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 9,762 351,796 SH   SOLE   351,796 0 0
PAYPAL HLDGS INC COM 70450Y103 1,106 13,281 SH   SOLE   13,281 0 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 10,648 438,720 SH   OTR 1 0 438,720 0
PIVOTAL SOFTWARE INC COM CL A 72582H107 31,825 1,311,280 SH   SOLE   1,311,280 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 440,883 2,568,500 SH Put OTR 1 0 2,568,500 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,335,694 7,781,500 SH Put SOLE   7,781,500 0 0
SIERRA ONCOLOGY INC COM 82640U107 1,125 380,000 SH   SOLE   380,000 0 0
QUALYS INC COM 74758T303 11,356 134,713 SH   OTR 1 0 134,713 0
QUALYS INC COM 74758T303 33,942 402,639 SH   SOLE   402,639 0 0
RAYTHEON CO COM NEW 755111507 9,775 50,603 SH   OTR 1 0 50,603 0
RAYTHEON CO COM NEW 755111507 28,861 149,397 SH   SOLE   149,397 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 12,949 214,738 SH   OTR 1 0 214,738 0
RESTAURANT BRANDS INTL INC COM 76131D103 38,229 633,984 SH   SOLE   633,984 0 0
RINGCENTRAL INC CL A 76680R206 29,125 413,999 SH   OTR 1 0 413,999 0
RINGCENTRAL INC CL A 76680R206 90,245 1,282,801 SH   SOLE   1,282,801 0 0
SEA LTD ADR 81141R100 7,799 519,966 SH   OTR 1 0 519,966 0
SEA LTD ADR 81141R100 24,124 1,608,294 SH   SOLE   1,608,294 0 0
SINA CORP ORD G81477104 23,632 279,039 SH   OTR 1 0 279,039 0
SINA CORP ORD G81477104 76,944 908,537 SH   SOLE   908,537 0 0
SMARTSHEET INC COM CL A 83200N103 11,528 443,893 SH   OTR 1 0 443,893 0
SMARTSHEET INC COM CL A 83200N103 34,829 1,341,107 SH   SOLE   1,341,107 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 1,053,760 3,884,400 SH Put OTR 1 0 3,884,400 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,178,208 11,715,600 SH Put SOLE   11,715,600 0 0
SQUARE INC CL A 852234103 52,665 854,400 SH Call OTR 1 0 854,400 0
SQUARE INC CL A 852234103 150,747 2,445,600 SH Call SOLE   2,445,600 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 53,219 1,025,423 SH   OTR 1 0 1,025,423 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 161,421 3,110,231 SH   SOLE   3,110,231 0 0
SWITCH INC CL A 87105L104 3,322 272,948 SH   OTR 1 0 272,948 0
SWITCH INC CL A 87105L104 8,838 726,244 SH   SOLE   726,244 0 0
SYNOPSYS INC COM 871607107 57,982 677,596 SH   OTR 1 0 677,596 0
SYNOPSYS INC COM 871607107 157,000 1,834,754 SH   SOLE   1,834,754 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 20,637 174,356 SH   OTR 1 0 174,356 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 65,456 553,024 SH   SOLE   553,024 0 0
TARGET CORP COM 87612E106 23,985 315,100 SH Call OTR 1 0 315,100 0
TARGET CORP COM 87612E106 67,359 884,900 SH Call SOLE   884,900 0 0
TERADYNE INC COM 880770102 4,926 129,400 SH Call OTR 1 0 129,400 0
TERADYNE INC COM 880770102 14,109 370,600 SH Call SOLE   370,600 0 0
TERADYNE INC COM 880770102 29,897 785,304 SH   OTR 1 0 785,304 0
TERADYNE INC COM 880770102 88,825 2,333,203 SH   SOLE   2,333,203 0 0
BOEING CO COM 097023105 54,939 163,747 SH   OTR 1 0 163,747 0
BOEING CO COM 097023105 160,324 477,853 SH   SOLE   477,853 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 11,317 531,334 SH   OTR 1 0 531,334 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 33,545 1,574,894 SH   SOLE   1,574,894 0 0
COCA COLA CO COM 191216100 33,294 759,100 SH Call OTR 1 0 759,100 0
COCA COLA CO COM 191216100 98,286 2,240,900 SH Call SOLE   2,240,900 0 0
GAP INC DEL COM 364760108 8,389 259,000 SH Call OTR 1 0 259,000 0
GAP INC DEL COM 364760108 24,001 741,000 SH Call SOLE   741,000 0 0
KRAFT HEINZ CO COM 500754106 32,277 513,800 SH Call OTR 1 0 513,800 0
KRAFT HEINZ CO COM 500754106 93,363 1,486,200 SH Call SOLE   1,486,200 0 0
PROCTER AND GAMBLE CO COM 742718109 78,997 1,012,000 SH Call OTR 1 0 1,012,000 0
PROCTER AND GAMBLE CO COM 742718109 233,243 2,988,000 SH Call SOLE   2,988,000 0 0
SHERWIN WILLIAMS CO COM 824348106 44,925 110,226 SH   OTR 1 0 110,226 0
SHERWIN WILLIAMS CO COM 824348106 118,364 290,414 SH   SOLE   290,414 0 0
TRANSUNION COM 89400J107 9,063 126,506 SH   OTR 1 0 126,506 0
TRANSUNION COM 89400J107 26,757 373,494 SH   SOLE   373,494 0 0
TWILIO INC CL A 90138F102 1,961 35,000 SH   SOLE   35,000 0 0
TWITTER INC COM 90184L102 54,732 1,253,300 SH Call OTR 1 0 1,253,300 0
TWITTER INC COM 90184L102 163,618 3,746,700 SH Call SOLE   3,746,700 0 0
TWITTER INC COM 90184L102 71,059 1,627,171 SH   OTR 1 0 1,627,171 0
TWITTER INC COM 90184L102 218,487 5,003,129 SH   SOLE   5,003,129 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 9,555 124,304 SH   OTR 1 0 124,304 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 28,211 366,992 SH   SOLE   366,992 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 1,085 100,000 SH   SOLE   100,000 0 0
VISA INC COM CL A 92826C839 47,887 361,546 SH   OTR 1 0 361,546 0
VISA INC COM CL A 92826C839 125,162 944,972 SH   SOLE   944,972 0 0
VULCAN MATLS CO COM 929160109 15,492 120,037 SH   OTR 1 0 120,037 0
VULCAN MATLS CO COM 929160109 45,738 354,393 SH   SOLE   354,393 0 0
WORKDAY INC CL A 98138H101 37,947 313,300 SH Call OTR 1 0 313,300 0
WORKDAY INC CL A 98138H101 113,453 936,700 SH Call SOLE   936,700 0 0
XILINX INC COM 983919101 43,121 660,759 SH   OTR 1 0 660,759 0
XILINX INC COM 983919101 116,639 1,787,304 SH   SOLE   1,787,304 0 0
YUM CHINA HLDGS INC COM 98850P109 9,345 242,982 SH   OTR 1 0 242,982 0
YUM CHINA HLDGS INC COM 98850P109 27,680 719,718 SH   SOLE   719,718 0 0
YUM BRANDS INC COM 988498101 20,117 257,182 SH   OTR 1 0 257,182 0
YUM BRANDS INC COM 988498101 58,202 744,078 SH   SOLE   744,078 0 0
ZAYO GROUP HLDGS INC COM 98919V105 5,319 145,807 SH   OTR 1 0 145,807 0
ZAYO GROUP HLDGS INC COM 98919V105 16,192 443,862 SH   SOLE   443,862 0 0
ZENDESK INC COM 98936J101 22,641 415,509 SH   OTR 1 0 415,509 0
ZENDESK INC COM 98936J101 71,218 1,306,991 SH   SOLE   1,306,991 0 0
ZSCALER INC COM 98980G102 6,227 174,195 SH   OTR 1 0 174,195 0
ZSCALER INC COM 98980G102 18,440 515,805 SH   SOLE   515,805 0 0
ZUORA INC COM CL A 98983V106 11,540 424,281 SH   OTR 1 0 424,281 0
ZUORA INC COM CL A 98983V106 34,863 1,281,719 SH   SOLE   1,281,719 0 0