Hedge Fund - Skye Global Management

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No. Security Ticker Shares Value (x$1000) Activity % Port
1. MSFT 4,926,000 $1,095,641 +35% 25.67%
2. GOOG 316,000 $553,834 +33% 12.97%
3. AMZN 137,000 $446,199 +67% 10.45%
4. GOOG 202,500 $354,756 +10% 8.31%
5. WDAY 1,198,000 $287,053 +18% 6.72%