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 | 4,828 | 97,100 | SH | SOLE | 97,100 | 0 | 0 | ||
| ADOBE SYS INC | COM | 00724F101 | 9,050 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 3,135 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 2,910 | 2,810 | SH | SOLE | 2,810 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 9,237 | 6,150 | SH | SOLE | 6,150 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 7,887 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 3,840 | 15,100 | SH | SOLE | 15,100 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 4,553 | 160,200 | SH | SOLE | 160,200 | 0 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 4,459 | 102,900 | SH | Call | SOLE | 102,900 | 0 | 0 | |
| CVS HEALTH CORP | COM | 126650100 | 4,737 | 72,300 | SH | SOLE | 72,300 | 0 | 0 | ||
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 3,478 | 28,060 | SH | SOLE | 28,060 | 0 | 0 | ||
| LENNAR CORP | CL A | 526057104 | 3,915 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 6,181 | 50,830 | SH | SOLE | 50,830 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 6,176 | 207,400 | SH | SOLE | 207,400 | 0 | 0 | ||
| MAXLINEAR INC | CL A | 57776J100 | 3,393 | 192,800 | SH | SOLE | 192,800 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 6,703 | 211,260 | SH | SOLE | 211,260 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 4,325 | 92,800 | SH | SOLE | 92,800 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 1,965 | 30,800 | SH | SOLE | 30,800 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 9,913 | 52,630 | SH | SOLE | 52,630 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 7,722 | 41,000 | SH | Call | SOLE | 41,000 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 5,626 | 66,900 | SH | SOLE | 66,900 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 9,917 | 55,700 | SH | SOLE | 55,700 | 0 | 0 | ||
| SILICON LABORATORIES INC | COM | 826919102 | 4,445 | 56,400 | SH | SOLE | 56,400 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 9,659 | 92,120 | SH | SOLE | 92,120 | 0 | 0 | ||
| TAPESTRY INC | COM | 876030107 | 4,219 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| TIFFANY & CO NEW | COM | 886547108 | 8,051 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| VEEVA SYS INC | CL A COM | 922475108 | 7,869 | 88,100 | SH | SOLE | 88,100 | 0 | 0 | ||
| WEIGHT WATCHERS INTL INC NEW | COM | 948626106 | 3,084 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 3,449 | 21,600 | SH | SOLE | 21,600 | 0 | 0 | ||