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 | 77,375 | 2,142,745 | SH | SOLE | 2,142,745 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 7,007 | 617,900 | SH | SOLE | 617,900 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 34,020 | 3,000,000 | SH | Call | SOLE | 3,000,000 | 0 | 0 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 90,615 | 114,348 | SH | SOLE | 114,348 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 138,953 | 185,303 | SH | SOLE | 185,303 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 8,126 | 111,900 | SH | SOLE | 111,900 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 7,971 | 247,000 | SH | SOLE | 247,000 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 110,179 | 1,138,566 | SH | SOLE | 1,138,566 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 114,374 | 397,241 | SH | SOLE | 397,241 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 54,722 | 792,500 | SH | SOLE | 792,500 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 108,461 | 2,915,624 | SH | SOLE | 2,915,624 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 156,077 | 1,356,604 | SH | SOLE | 1,356,604 | 0 | 0 | ||
GRUBHUB INC | COM | 400110102 | 6,057 | 161,000 | SH | Call | SOLE | 161,000 | 0 | 0 | |
INPHI CORP | COM | 45772F107 | 2,698 | 60,462 | SH | SOLE | 60,462 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 27,809 | 269,334 | SH | SOLE | 269,334 | 0 | 0 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 20,116 | 242,684 | SH | SOLE | 242,684 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 111,337 | 899,330 | SH | SOLE | 899,330 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 19,602 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
PALO ALTO NETWORKS INC | COM | 697435105 | 151,403 | 1,210,739 | SH | SOLE | 1,210,739 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 38,581 | 977,470 | SH | SOLE | 977,470 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 208,876 | 3,051,071 | SH | SOLE | 3,051,071 | 0 | 0 | ||
SBA COMMUNICATIONS CORP | COM | 78388J106 | 99,636 | 964,900 | SH | SOLE | 964,900 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDG NV | SHS | N7902X106 | 41,338 | 1,061,300 | SH | SOLE | 1,061,300 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 189,425 | 2,548,089 | SH | SOLE | 2,548,089 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 177,757 | 3,475,205 | SH | SOLE | 3,475,205 | 0 | 0 | ||
TWITTER INC | COM | 90184L102 | 7,879 | 483,400 | SH | Call | SOLE | 483,400 | 0 | 0 | |
VISA INC | COM CL A | 92826C839 | 36,534 | 468,260 | SH | SOLE | 468,260 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 147,058 | 2,225,116 | SH | SOLE | 2,225,116 | 0 | 0 | ||
XILINX INC | COM | 983919101 | 81,282 | 1,346,390 | SH | SOLE | 1,346,390 | 0 | 0 | ||
XILINX INC | COM | 983919101 | 9,840 | 163,000 | SH | Call | SOLE | 163,000 | 0 | 0 | |
YELP INC | CL A | 985817105 | 94,528 | 2,479,088 | SH | SOLE | 2,479,088 | 0 | 0 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 68,955 | 2,098,448 | SH | SOLE | 2,098,448 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 4,780 | 225,450 | SH | SOLE | 225,450 | 0 | 0 |