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 |
| 3M CO | COM | 88579Y101 | 529 | 3,300 | SH | SOLE | 3,300 | 0 | 0 | ||
| ANIKA THERAPEUTICS INC | COM | 035255108 | 773 | 21,835 | SH | SOLE | 21,835 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 4,028 | 34,780 | SH | SOLE | 34,780 | 0 | 0 | ||
| APTARGROUP INC | COM | 038336103 | 226 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 4,545 | 25,000 | SH | DFND | 1 | 0 | 25,000 | 0 | |
| CANTEL MED CORP | COM | 138098108 | 45,183 | 1,028,295 | SH | SOLE | 1,028,295 | 0 | 0 | ||
| CITRIX SYS INC | COM | 177376100 | 2,066 | 15,000 | SH | DFND | 1 | 0 | 15,000 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 211 | 4,552 | SH | SOLE | 4,552 | 0 | 0 | ||
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | 1,551 | 15,000 | SH | DFND | 1 | 0 | 15,000 | 0 | |
| D R HORTON INC | COM | 23331A109 | 1,021 | 13,505 | SH | SOLE | 13,505 | 0 | 0 | ||
| DRAFTKINGS INC | COM CL A | 26142R104 | 5,884 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| EVENTBRITE INC | COM CL A | 29975E109 | 3,255 | 300,000 | SH | DFND | 1 | 0 | 300,000 | 0 | |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 7,335 | 80,000 | SH | DFND | 1 | 0 | 80,000 | 0 | |
| FIVE9 INC | COM | 338307101 | 9,726 | 75,000 | SH | DFND | 1 | 0 | 75,000 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 2,133 | 10,139 | SH | SOLE | 10,139 | 0 | 0 | ||
| MIMECAST LTD | ORD SHS | G14838109 | 3,613 | 77,000 | SH | DFND | 1 | 0 | 77,000 | 0 | |
| OKTA INC | CL A | 679295105 | 2,780 | 13,000 | SH | DFND | 1 | 0 | 13,000 | 0 | |
| OUTFRONT MEDIA INC | COM | 69007J106 | 5,093 | 350,000 | SH | DFND | 1 | 0 | 350,000 | 0 | |
| PALO ALTO NETWORKS INC | COM | 697435105 | 3,671 | 15,000 | SH | DFND | 1 | 0 | 15,000 | 0 | |
| RAPID7 INC | COM | 753422104 | 3,674 | 60,000 | SH | DFND | 1 | 0 | 60,000 | 0 | |
| ROKU INC | COM CL A | 77543r102 | 6,608 | 35,000 | SH | DFND | 1 | 0 | 35,000 | 0 | |
| SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 3,957 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| SPDR GOLD TR | GOLD SHS | 78463V107 | 378 | 2,132 | SH | SOLE | 2,132 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 3,763 | 20,000 | SH | DFND | 1 | 0 | 20,000 | 0 | |
| SPROUT SOCIAL INC | COM CL A | 85209W109 | 3,850 | 100,000 | SH | DFND | 1 | 0 | 100,000 | 0 | |
| SVMK INC | COM | 78489x103 | 3,739 | 169,100 | SH | DFND | 1 | 0 | 169,100 | 0 | |
| TAKEDA PHARMACEUTICAL CO LTD | SPONSORED ADS | 874060205 | 211 | 11,656 | SH | SOLE | 11,656 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 508 | 1,150 | SH | SOLE | 1,150 | 0 | 0 | ||
| TJX COS INC NEW | COM | 872540109 | 284 | 5,100 | SH | SOLE | 5,100 | 0 | 0 | ||
| TOLL BROTHERS INC | COM | 889478103 | 268 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 4,942 | 20,000 | SH | DFND | 1 | 0 | 20,000 | 0 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 5,472 | 150,000 | SH | DFND | 1 | 0 | 150,000 | 0 | |
| UPLAND SOFTWARE INC | COM | 91544A109 | 4,976 | 132,000 | SH | DFND | 1 | 0 | 132,000 | 0 | |
| VMWARE INC | CL A COM | 928563402 | 6,824 | 47,500 | SH | DFND | 1 | 0 | 47,500 | 0 | |
| ZENDESK INC | COM | 98936J101 | 4,117 | 40,000 | SH | DFND | 1 | 0 | 40,000 | 0 | |
| ZYNGA INC | CL A | 98986T108 | 3,192 | 350,000 | SH | DFND | 1 | 0 | 350,000 | 0 | |