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 | 3,325 | 55,900 | SH | SOLE | 55,900 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 3,393 | 2,920 | SH | SOLE | 2,920 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 3,174 | 2,730 | SH | SOLE | 2,730 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 9,534 | 4,890 | SH | SOLE | 4,890 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 9,749 | 5,000 | SH | Call | SOLE | 5,000 | 0 | 0 | |
APPLE INC | COM | 037833100 | 9,645 | 37,930 | SH | SOLE | 37,930 | 0 | 0 | ||
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 3,172 | 31,100 | SH | SOLE | 31,100 | 0 | 0 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 6,689 | 120,000 | SH | Call | SOLE | 120,000 | 0 | 0 | |
BROADCOM INC | COM | 11135F101 | 4,102 | 17,300 | SH | SOLE | 17,300 | 0 | 0 | ||
CHEGG INC | COM | 163092109 | 3,625 | 101,300 | SH | SOLE | 101,300 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 5,568 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 3,341 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | |
CVS HEALTH CORP | COM | 126650100 | 4,545 | 76,600 | SH | SOLE | 76,600 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 1,932 | 20,000 | SH | Call | SOLE | 20,000 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 6,672 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 6,690 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 4,269 | 22,520 | SH | SOLE | 22,520 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 1,896 | 10,000 | SH | Put | SOLE | 10,000 | 0 | 0 | |
MICRON TECHNOLOGY INC | COM | 595112103 | 8,187 | 194,660 | SH | SOLE | 194,660 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 1,052 | 25,000 | SH | Put | SOLE | 25,000 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 6,308 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
NETFLIX INC | COM | 64110L106 | 5,257 | 14,000 | SH | Call | SOLE | 14,000 | 0 | 0 | |
NIKE INC | CL B | 654106103 | 4,137 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
NVIDIA CORP | COM | 67066G104 | 5,272 | 20,000 | SH | Call | SOLE | 20,000 | 0 | 0 | |
PALO ALTO NETWORKS INC | COM | 697435105 | 7,547 | 46,030 | SH | SOLE | 46,030 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 820 | 5,000 | SH | Call | SOLE | 5,000 | 0 | 0 | |
PAYPAL HLDGS INC | COM | 70450Y103 | 5,773 | 60,300 | SH | SOLE | 60,300 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 4,787 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
PROOFPOINT INC | COM | 743424103 | 2,421 | 23,600 | SH | SOLE | 23,600 | 0 | 0 | ||
PVH CORP | COM | 693656100 | 3,199 | 85,000 | SH | Call | SOLE | 85,000 | 0 | 0 | |
SALESFORCE COM INC | COM | 79466L302 | 5,442 | 37,800 | SH | SOLE | 37,800 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 9,543 | 33,300 | SH | SOLE | 33,300 | 0 | 0 | ||
SHOPIFY INC | CL A | 82509L107 | 4,586 | 11,000 | SH | Call | SOLE | 11,000 | 0 | 0 | |
SILICON LABORATORIES INC | COM | 826919102 | 3,852 | 45,100 | SH | SOLE | 45,100 | 0 | 0 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 5,363 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | |
SOUTHWEST AIRLS CO | COM | 844741108 | 1,424 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
SPLUNK INC | COM | 848637104 | 9,461 | 74,950 | SH | SOLE | 74,950 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 6,508 | 70,000 | SH | Call | SOLE | 70,000 | 0 | 0 | |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 3,117 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
VEEVA SYS INC | CL A COM | 922475108 | 9,304 | 59,500 | SH | SOLE | 59,500 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 2,138 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
WW INTL INC | COM | 98262P101 | 4,158 | 245,900 | SH | SOLE | 245,900 | 0 | 0 | ||
ZSCALER INC | COM | 98980G102 | 1,430 | 23,500 | SH | Call | SOLE | 23,500 | 0 | 0 |