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 | 4,243 | 55,900 | SH | SOLE | 55,900 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 4,141 | 2,920 | SH | SOLE | 2,920 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 3,859 | 2,730 | SH | SOLE | 2,730 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 13,215 | 4,790 | SH | SOLE | 4,790 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 4,906 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 13,363 | 36,630 | SH | SOLE | 36,630 | 0 | 0 | ||
| BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 3,059 | 26,100 | SH | SOLE | 26,100 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 6,477 | 96,300 | SH | SOLE | 96,300 | 0 | 0 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 9,096 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 9,026 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 6,497 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 9,083 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | 8,045 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 8,547 | 15,000 | SH | Call | SOLE | 15,000 | 0 | 0 | |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 17,182 | 120,000 | SH | Call | SOLE | 120,000 | 0 | 0 | |
| LULULEMON ATHLETICA INC | COM | 550021109 | 6,246 | 20,020 | SH | SOLE | 20,020 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 6,858 | 80,000 | SH | Call | SOLE | 80,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 10,029 | 194,660 | SH | SOLE | 194,660 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 4,070 | 20,000 | SH | Call | SOLE | 20,000 | 0 | 0 | |
| NORDSTROM INC | COM | 655664100 | 1,549 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 24,694 | 65,000 | SH | Call | SOLE | 65,000 | 0 | 0 | |
| PALO ALTO NETWORKS INC | COM | 697435105 | 10,572 | 46,030 | SH | SOLE | 46,030 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 13,780 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 10,506 | 60,300 | SH | SOLE | 60,300 | 0 | 0 | ||
| PROOFPOINT INC | COM | 743424103 | 5,956 | 53,600 | SH | SOLE | 53,600 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 15,923 | 85,000 | SH | Call | SOLE | 85,000 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 13,488 | 33,300 | SH | SOLE | 33,300 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 4,271 | 4,500 | SH | Call | SOLE | 4,500 | 0 | 0 | |
| SILICON LABORATORIES INC | COM | 826919102 | 5,024 | 50,100 | SH | SOLE | 50,100 | 0 | 0 | ||
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | 3,197 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 3,418 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| SPLUNK INC | COM | 848637104 | 13,303 | 66,950 | SH | SOLE | 66,950 | 0 | 0 | ||
| THE REALREAL INC | COM | 88339P101 | 1,919 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 2,950 | 10,000 | SH | Call | SOLE | 10,000 | 0 | 0 | |
| VEEVA SYS INC | CL A COM | 922475108 | 10,432 | 44,500 | SH | SOLE | 44,500 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 7,904 | 40,000 | SH | Put | SOLE | 40,000 | 0 | 0 | |
| WORKDAY INC | CL A | 98138H101 | 3,747 | 20,000 | SH | Call | SOLE | 20,000 | 0 | 0 | |
| WW INTL INC | COM | 98262P101 | 6,241 | 245,900 | SH | SOLE | 245,900 | 0 | 0 | ||
| YETI HLDGS INC | COM | 98585X104 | 1,282 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |