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 |
3-D SYS CORP DEL | COM NEW | 88554D205 | 11,148 | 745,200 | SH | Put | SOLE | 745,200 | 0 | 0 | |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 108,497 | 2,176,031 | SH | SOLE | 2,176,031 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 6,697 | 460,300 | SH | SOLE | 460,300 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 76,768 | 90,550 | SH | SOLE | 90,550 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 152,936 | 172,509 | SH | SOLE | 172,509 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 4,573 | 55,800 | SH | SOLE | 55,800 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 13,769 | 353,969 | SH | SOLE | 353,969 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 96,656 | 730,750 | SH | SOLE | 730,750 | 0 | 0 | ||
BROADCOM LTD | SHS | Y09827109 | 18,233 | 83,270 | SH | SOLE | 83,270 | 0 | 0 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 9,162 | 291,799 | SH | SOLE | 291,799 | 0 | 0 | ||
CAVIUM INC | COM | 14964U108 | 15,258 | 212,925 | SH | SOLE | 212,925 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 90,886 | 277,666 | SH | SOLE | 277,666 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 70,816 | 1,883,910 | SH | SOLE | 1,883,910 | 0 | 0 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 99,162 | 2,377,426 | SH | SOLE | 2,377,426 | 0 | 0 | ||
COMPUTER SCIENCES CORP | COM | 205363104 | 50,375 | 729,972 | SH | SOLE | 729,972 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 187,261 | 1,318,275 | SH | SOLE | 1,318,275 | 0 | 0 | ||
INFOSYS LTD | SPONSORED ADR | 456788108 | 15,800 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
INPHI CORP | COM | 45772F107 | 10,640 | 217,937 | SH | SOLE | 217,937 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 72,140 | 2,000,000 | SH | Call | SOLE | 2,000,000 | 0 | 0 | |
IPG PHOTONICS CORP | COM | 44980X109 | 851 | 7,047 | SH | SOLE | 7,047 | 0 | 0 | ||
LAM RESEARCH CORP | COM | 512807108 | 4,647 | 36,200 | SH | SOLE | 36,200 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 9,417 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 29,362 | 261,069 | SH | SOLE | 261,069 | 0 | 0 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 25,804 | 299,284 | SH | SOLE | 299,284 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 91,401 | 618,369 | SH | SOLE | 618,369 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 9,226 | 84,700 | SH | SOLE | 84,700 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 104,600 | 928,295 | SH | SOLE | 928,295 | 0 | 0 | ||
RED HAT INC | COM | 756577102 | 17,845 | 206,300 | SH | Put | SOLE | 206,300 | 0 | 0 | |
SALESFORCE COM INC | COM | 79466L302 | 192,829 | 2,337,599 | SH | SOLE | 2,337,599 | 0 | 0 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 96,794 | 804,140 | SH | SOLE | 804,140 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 207,105 | 2,367,729 | SH | SOLE | 2,367,729 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 188,119 | 3,020,045 | SH | SOLE | 3,020,045 | 0 | 0 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 26,830 | 757,915 | SH | SOLE | 757,915 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 8,544 | 30,700 | SH | SOLE | 30,700 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 80,398 | 904,675 | SH | SOLE | 904,675 | 0 | 0 | ||
VODAFONE GROUP PLC NEW | SPONSORED ADR | 92857W308 | 18,313 | 692,900 | SH | SOLE | 692,900 | 0 | 0 | ||
WESTERN DIGITAL CORP | COM | 958102105 | 6,421 | 77,800 | SH | SOLE | 77,800 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 197,746 | 2,374,473 | SH | SOLE | 2,374,473 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 45,873 | 400,256 | SH | SOLE | 400,256 | 0 | 0 | ||
XILINX INC | COM | 983919101 | 72,744 | 1,256,595 | SH | SOLE | 1,256,595 | 0 | 0 | ||
YELP INC | CL A | 985817105 | 92,136 | 2,813,298 | SH | SOLE | 2,813,298 | 0 | 0 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 76,745 | 2,332,677 | SH | SOLE | 2,332,677 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 6,319 | 225,350 | SH | SOLE | 225,350 | 0 | 0 |