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 |
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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 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 9,516 | 214,800 | SH | SOLE | 214,800 | 0 | 0 | ||
ADOBE SYS INC | COM | 00724F101 | 6,089 | 56,100 | SH | SOLE | 56,100 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 10,617 | 1,536,500 | SH | SOLE | 1,536,500 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 20,730 | 3,000,000 | SH | Call | SOLE | 3,000,000 | 0 | 0 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 86,374 | 107,422 | SH | SOLE | 107,422 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 145,018 | 173,195 | SH | SOLE | 173,195 | 0 | 0 | ||
AMBARELLA INC | SHS | G037AX101 | 13,901 | 188,852 | SH | SOLE | 188,852 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 9,611 | 149,123 | SH | SOLE | 149,123 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 19,010 | 168,152 | SH | SOLE | 168,152 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 14,951 | 495,887 | SH | SOLE | 495,887 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 101,751 | 1,195,947 | SH | SOLE | 1,195,947 | 0 | 0 | ||
ATHENAHEALTH INC | COM | 04685W103 | 3,923 | 31,103 | SH | SOLE | 31,103 | 0 | 0 | ||
CBRE GROUP INC | CL A | 12504L109 | 39,337 | 1,405,894 | SH | SOLE | 1,405,894 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 104,590 | 387,414 | SH | SOLE | 387,414 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 113,403 | 3,766,296 | SH | SOLE | 3,766,296 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 134,907 | 1,051,739 | SH | SOLE | 1,051,739 | 0 | 0 | ||
FIRST SOLAR INC | COM | 336433107 | 11,847 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
HUBSPOT INC | COM | 443573100 | 6,461 | 112,136 | SH | SOLE | 112,136 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 19,328 | 512,010 | SH | SOLE | 512,010 | 0 | 0 | ||
LAM RESEARCH CORP | COM | 512807108 | 15,065 | 159,068 | SH | SOLE | 159,068 | 0 | 0 | ||
LEVEL 3 COMMUNICATIONS INC | COM NEW | 52729N308 | 19,225 | 414,515 | SH | SOLE | 414,515 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 29,569 | 290,546 | SH | SOLE | 290,546 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 30,349 | 526,900 | SH | SOLE | 526,900 | 0 | 0 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 18,104 | 237,339 | SH | SOLE | 237,339 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 105,189 | 1,067,369 | SH | SOLE | 1,067,369 | 0 | 0 | ||
NUTANIX INC | CL A | 67059N108 | 9,250 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 35,331 | 346,352 | SH | SOLE | 346,352 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 170,867 | 1,072,409 | SH | SOLE | 1,072,409 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 23,648 | 577,200 | SH | SOLE | 577,200 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 23,817 | 347,700 | SH | SOLE | 347,700 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 157,174 | 2,203,474 | SH | SOLE | 2,203,474 | 0 | 0 | ||
SBA COMMUNICATIONS CORP | COM | 78388J106 | 95,874 | 854,798 | SH | SOLE | 854,798 | 0 | 0 | ||
SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 9,522 | 247,000 | SH | SOLE | 247,000 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 198,648 | 2,509,760 | SH | SOLE | 2,509,760 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 202,619 | 3,452,941 | SH | SOLE | 3,452,941 | 0 | 0 | ||
TESLA MTRS INC | COM | 88160R101 | 30,605 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | |
TWITTER INC | COM | 90184L102 | 23,050 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | |
VISA INC | COM CL A | 92826C839 | 28,754 | 347,695 | SH | SOLE | 347,695 | 0 | 0 | ||
WESTERN DIGITAL CORP | COM | 958102105 | 4,701 | 80,400 | SH | SOLE | 80,400 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 195,633 | 2,133,635 | SH | SOLE | 2,133,635 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 14,492 | 148,763 | SH | SOLE | 148,763 | 0 | 0 | ||
XILINX INC | COM | 983919101 | 18,438 | 339,300 | SH | Call | SOLE | 339,300 | 0 | 0 | |
YELP INC | CL A | 985817105 | 75,790 | 1,817,516 | SH | SOLE | 1,817,516 | 0 | 0 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 90,821 | 3,056,929 | SH | SOLE | 3,056,929 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 6,563 | 213,724 | SH | SOLE | 213,724 | 0 | 0 |