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 | 5,639 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 8,099 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 3,501 | 2,900 | SH | SOLE | 2,900 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 3,234 | 2,710 | SH | SOLE | 2,710 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 11,978 | 5,980 | SH | SOLE | 5,980 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 10,948 | 48,500 | SH | SOLE | 48,500 | 0 | 0 | ||
| ATHENAHEALTH INC | COM | 04685W103 | 10,688 | 80,000 | SH | Call | SOLE | 80,000 | 0 | 0 | |
| BROADCOM INC | COM | 11135F101 | 3,824 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 5,117 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| CHILDRENS PL INC | COM | 168905107 | 8,946 | 70,000 | SH | Call | SOLE | 70,000 | 0 | 0 | |
| CISCO SYS INC | COM | 17275R102 | 4,865 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| CVS HEALTH CORP | COM | 126650100 | 9,446 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| DOLLAR TREE INC | COM | 256746108 | 6,524 | 80,000 | SH | Call | SOLE | 80,000 | 0 | 0 | |
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 4,561 | 27,130 | SH | SOLE | 27,130 | 0 | 0 | ||
| KROGER CO | COM | 501044101 | 2,911 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 7,237 | 155,000 | SH | Call | SOLE | 155,000 | 0 | 0 | |
| LULULEMON ATHLETICA INC | COM | 550021109 | 7,312 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 7,005 | 201,700 | SH | SOLE | 201,700 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 3,473 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| MAXLINEAR INC | CL A | 57776J100 | 3,708 | 186,500 | SH | SOLE | 186,500 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 9,284 | 205,260 | SH | SOLE | 205,260 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 9,046 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| MOHAWK INDS INC | COM | 608190104 | 12,275 | 70,000 | SH | Call | SOLE | 70,000 | 0 | 0 | |
| NIKE INC | CL B | 654106103 | 4,236 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| NORDSTROM INC | COM | 655664100 | 5,981 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 2,111 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 13,721 | 60,910 | SH | SOLE | 60,910 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 9,010 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
| PARKER HANNIFIN CORP | COM | 701094104 | 12,912 | 70,200 | SH | Call | SOLE | 70,200 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 5,710 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 5,317 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| PVH CORP | COM | 693656100 | 4,404 | 30,500 | SH | SOLE | 30,500 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 11,816 | 60,400 | SH | SOLE | 60,400 | 0 | 0 | ||
| SILICON LABORATORIES INC | COM | 826919102 | 4,590 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SKECHERS U S A INC | CL A | 830566105 | 1,676 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | |
| SPLUNK INC | COM | 848637104 | 11,392 | 94,220 | SH | SOLE | 94,220 | 0 | 0 | ||
| STANLEY BLACK & DECKER INC | COM | 854502101 | 3,661 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| TAPESTRY INC | COM | 876030107 | 6,032 | 120,000 | SH | Call | SOLE | 120,000 | 0 | 0 | |
| TIFFANY & CO NEW | COM | 886547108 | 6,449 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 9,319 | 85,600 | SH | SOLE | 85,600 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 4,122 | 70,420 | SH | SOLE | 70,420 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 2,342 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
| WORKDAY INC | CL A | 98138H101 | 5,182 | 35,500 | SH | SOLE | 35,500 | 0 | 0 | ||