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 |
| 2U INC | COM | 90214J101 | 6,302 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 3,008 | 2,900 | SH | SOLE | 2,900 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 2,796 | 2,710 | SH | SOLE | 2,710 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 8,872 | 6,130 | SH | SOLE | 6,130 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 8,087 | 48,200 | SH | SOLE | 48,200 | 0 | 0 | ||
| ATHENAHEALTH INC | COM | 04685W103 | 7,263 | 50,780 | SH | SOLE | 50,780 | 0 | 0 | ||
| BRISTOL MYERS SQUIBB CO | COM | 110122108 | 3,750 | 59,290 | SH | SOLE | 59,290 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 3,535 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| BROADCOM LTD | SHS | Y09827109 | 7,069 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
| CHEGG INC | COM | 163092109 | 4,132 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 4,075 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 3,111 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 5,694 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 3,995 | 25,000 | SH | Call | SOLE | 25,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 2,397 | 15,000 | SH | Put | SOLE | 15,000 | 0 | 0 | |
| FOOT LOCKER INC | COM | 344849104 | 2,732 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 6,031 | 80,000 | SH | Call | SOLE | 80,000 | 0 | 0 | |
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 4,096 | 27,130 | SH | SOLE | 27,130 | 0 | 0 | ||
| KROGER CO | COM | 501044101 | 7,182 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
| L BRANDS INC | COM | 501797104 | 1,528 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
| LAS VEGAS SANDS CORP | COM | 517834107 | 3,236 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 4,715 | 80,000 | SH | Call | SOLE | 80,000 | 0 | 0 | |
| LOWES COS INC | COM | 548661107 | 4,388 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| LULULEMON ATHLETICA INC | COM | 550021109 | 5,347 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 5,948 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MAXLINEAR INC | CL A | 57776J100 | 3,902 | 171,500 | SH | SOLE | 171,500 | 0 | 0 | ||
| MICHAEL KORS HLDGS LTD | SHS | G60754101 | 4,656 | 75,000 | SH | Call | SOLE | 75,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 10,614 | 203,560 | SH | SOLE | 203,560 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 3,910 | 75,000 | SH | Put | SOLE | 75,000 | 0 | 0 | |
| MOHAWK INDS INC | COM | 608190104 | 4,180 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 3,249 | 11,000 | SH | Call | SOLE | 11,000 | 0 | 0 | |
| NIKE INC | CL B | 654106103 | 2,658 | 40,000 | SH | Put | SOLE | 40,000 | 0 | 0 | |
| NORDSTROM INC | COM | 655664100 | 4,841 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 4,841 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| OKTA INC | CL A | 679295105 | 1,594 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 10,947 | 60,310 | SH | SOLE | 60,310 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 9,076 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| PARKER HANNIFIN CORP | COM | 701094104 | 6,841 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 4,932 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 3,794 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| PROOFPOINT INC | COM | 743424103 | 4,546 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| PVH CORP | COM | 693656100 | 5,300 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 9,927 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| SILICON LABORATORIES INC | COM | 826919102 | 3,596 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 8,700 | 88,420 | SH | SOLE | 88,420 | 0 | 0 | ||
| STANLEY BLACK & DECKER INC | COM | 854502101 | 3,064 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| STANLEY BLACK & DECKER INC | COM | 854502101 | 4,596 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
| TELADOC INC | COM | 87918A105 | 1,612 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 4,657 | 17,500 | SH | Put | SOLE | 17,500 | 0 | 0 | |
| ULTA BEAUTY INC | COM | 90384S303 | 11,235 | 55,000 | SH | Call | SOLE | 55,000 | 0 | 0 | |
| VEEVA SYS INC | CL A COM | 922475108 | 6,937 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| VISTEON CORP | COM NEW | 92839U206 | 3,858 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 5,575 | 60,420 | SH | SOLE | 60,420 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 3,691 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
| WILLIAMS SONOMA INC | COM | 969904101 | 2,110 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
| WORKDAY INC | CL A | 98138H101 | 3,813 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| XILINX INC | COM | 983919101 | 7,224 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |