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 |
| ADAPTIMMUNE THERAPEUTICS PLC | SPONDS ADR | 00653A107 | 33,600 | 28,000,000 | SH | SOLE | 28,000,000 | 0 | 0 | ||
| ADAPTIVE BIOTECHNOLOGIES COR | COM | 00650F109 | 518,579 | 17,332,191 | SH | SOLE | 17,332,191 | 0 | 0 | ||
| ALTAIR ENGR INC | COM CL A | 021369103 | 85,923 | 2,392,725 | SH | SOLE | 2,392,725 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 192,360 | 104,100 | SH | SOLE | 104,100 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 259,420 | 4,250,000 | SH | SOLE | 4,250,000 | 0 | 0 | ||
| BILL COM HLDGS INC | COM | 090043100 | 3,805 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 189,657 | 5,391,048 | SH | SOLE | 5,391,048 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 129,038 | 1,741,166 | SH | SOLE | 1,741,166 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 215,184 | 1,048,400 | SH | SOLE | 1,048,400 | 0 | 0 | ||
| INCYTE CORP | COM | 45337C102 | 168,907 | 1,934,347 | SH | SOLE | 1,934,347 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 339,896 | 6,320,128 | SH | SOLE | 6,320,128 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 647,140 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 7,262 | 110,514 | SH | SOLE | 110,514 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 43,631 | 582,600 | SH | SOLE | 582,600 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 211,752 | 2,400,000 | SH | SOLE | 2,400,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 816,286 | 5,018,975 | SH | SOLE | 5,018,975 | 0 | 0 | ||
| SEATTLE GENETICS INC | COM | 812578102 | 182,628 | 1,598,352 | SH | SOLE | 1,598,352 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 5,987 | 95,700 | SH | SOLE | 95,700 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 345,958 | 617,783 | SH | SOLE | 617,783 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 139,783 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| XILINX INC | COM | 983919101 | 48,885 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 112,094 | 2,440,000 | SH | SOLE | 2,440,000 | 0 | 0 | ||