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 |
| ADAPTIMMUNE THERAPEUTICS PLC | SPONDS ADR | 00653A107 | 93,646 | 34,428,730 | SH | SOLE | 34,428,730 | 0 | 0 | ||
| ADAPTIVE BIOTECHNOLOGIES COR | COM | 00650F109 | 419,897 | 15,115,090 | SH | SOLE | 15,115,090 | 0 | 0 | ||
| ALTAIR ENGR INC | COM CL A | 021369103 | 109,623 | 4,136,725 | SH | SOLE | 4,136,725 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 201,016 | 103,100 | SH | SOLE | 103,100 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 225,114 | 4,913,000 | SH | SOLE | 4,913,000 | 0 | 0 | ||
| BILL COM HLDGS INC | COM | 090043100 | 3,420 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 72,200 | 3,812,048 | SH | SOLE | 3,812,048 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 24,173 | 173,000 | SH | SOLE | 173,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 135,581 | 2,435,000 | SH | SOLE | 2,435,000 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 124,293 | 1,345,166 | SH | SOLE | 1,345,166 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 43,718 | 262,100 | SH | SOLE | 262,100 | 0 | 0 | ||
| LIVONGO HEALTH INC | COM | 539183103 | 21,909 | 767,943 | SH | SOLE | 767,943 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 42,746 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 336,480 | 8,000,000 | SH | SOLE | 8,000,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 751,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| NEW RELIC INC | COM | 64829B100 | 123,022 | 2,660,514 | SH | SOLE | 2,660,514 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 162,360 | 2,400,000 | SH | SOLE | 2,400,000 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 377,560 | 2,622,309 | SH | SOLE | 2,622,309 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 276,452 | 863,400 | SH | SOLE | 863,400 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 106,780 | 820,000 | SH | SOLE | 820,000 | 0 | 0 | ||
| XILINX INC | COM | 983919101 | 172,637 | 2,215,000 | SH | SOLE | 2,215,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 87,889 | 2,440,000 | SH | SOLE | 2,440,000 | 0 | 0 | ||