| 1 |
SPLUNK INC |
2,870,308 |
155,513 |
7.44% |
|
|
| 2 |
AMAZON.COM INC |
191,125 |
136,773 |
6.54% |
|
|
| 3 |
SERVICENOW INC |
2,040,960 |
135,520 |
6.48% |
|
|
| 4 |
WORKDAY INC |
1,813,735 |
135,432 |
6.48% |
|
|
| 5 |
FACEBOOK INC CL A |
1,143,849 |
130,719 |
6.25% |
|
|
| 6 |
COMMSCOPE HLDG CO INC |
3,949,526 |
122,554 |
5.86% |
|
|
| 7 |
CHARTER COMMUNICATIONS INC CL A |
531,741 |
121,577 |
5.82% |
|
|
| 8 |
SBA COMMUNICATIONS CORP |
1,114,277 |
120,275 |
5.75% |
|
|
| 9 |
SALESFORCE COM INC |
1,434,174 |
113,888 |
5.45% |
|
|
| 10 |
NETFLIX INC |
991,469 |
90,700 |
4.34% |
|
|
| 11 |
LAM RESEARCH CORP |
1,059,055 |
89,024 |
4.26% |
|
|
| 12 |
ALPHABET INC CL A |
109,776 |
77,231 |
3.70% |
|
|
| 13 |
PALO ALTO NETWORKS INC |
610,330 |
74,851 |
3.58% |
|
|
| 14 |
ZAYO GROUP HLDGS INC |
2,646,232 |
73,909 |
3.54% |
|
|
| 15 |
ARISTA NETWORKS INC |
1,140,217 |
73,407 |
3.51% |
|
|
| 16 |
LINEAR TECHNOLOGY CORP |
1,549,467 |
72,097 |
3.45% |
|
|
| 17 |
MICRON TECHNOLOGY |
4,000,000 |
55,040 |
2.63% |
Put |
|
| 18 |
MOTOROLA SOLUTIONS INC |
743,499 |
49,049 |
2.35% |
|
|
| 19 |
VISA INC CL A |
444,892 |
32,998 |
1.58% |
|
|
| 20 |
YELP INC |
1,081,653 |
32,839 |
1.57% |
|
|
| 21 |
MASTERCARD INC CL A |
369,376 |
32,527 |
1.56% |
|
|
| 22 |
LEVEL 3 COMMUNICATIONS INC |
586,658 |
30,207 |
1.45% |
|
|
| 23 |
SENSATA TECHNOLOGIES HLDG NV |
842,388 |
29,391 |
1.41% |
|
|
| 24 |
ATHENAHEALTH INC |
212,906 |
29,383 |
1.41% |
|
|
| 25 |
CHARTER COMMUNICATIONS INC CL A |
90,000 |
20,578 |
0.98% |
Call |
|
| 26 |
WYNN RESORTS LTD |
215,772 |
19,558 |
0.94% |
|
|
| 27 |
INTEL CORP |
583,676 |
19,145 |
0.92% |
|
|
| 28 |
APPLIED MATLS INC |
410,500 |
9,840 |
0.47% |
|
|
| 29 |
Liberty Global PLC Class C |
182,898 |
5,942 |
0.28% |
|
|
